Zevia
ZVIA
58 hedge funds and large institutions have $70.7M invested in Zevia in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 18 closing their positions.
251% more call options, than puts
Call options by funds: $144K | Put options by funds: $41K
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
3.37% less ownership
Funds ownership: 66.94% → 63.57% (-3.4%)
16% less funds holding
Funds holding: 69 → 58 (-11)
50% less capital invested
Capital invested by funds: $142M → $70.7M (-$71.8M)
61% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$833K |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$646K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$220K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$97.7K |
| 5 |
Renaissance Technologies
New York
|
+$74.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$5.15M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$561K |
| 3 |
HF
HRT Financial
New York
|
-$496K |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$272K |
| 5 |
Millennium Management
New York
|
-$213K |
ZVIA Hedge Fund Activity: Q3 2023 in Review
58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q3 2023, worth a combined $70.7M — down 50% from $142M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ZVIA and 7 opened new positions — a net loss of 11 holders — while 14 trimmed existing stakes and 18 added.
The largest buyer was Vanguard Group, adding an estimated $833K. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $5.15M sold.
- 58 institutional investors held Zevia (ZVIA) as of Q3 2023, down from 69 in Q2 2023.
- Funds reported $70.7M of Zevia stock for Q3 2023, down 50% quarter-over-quarter.
- 7 funds opened new Zevia positions in Q3 2023 and 18 closed out, a net change of -11 holders.
- The largest Zevia buyer in Q3 2023 was Vanguard Group, an estimated $833K added.
- The largest Zevia seller in Q3 2023 was Champlain Investment Partners, an estimated $5.15M sold.
Based on aggregated 13F filings for Q3 2023.