Zevia
ZVIA
56 hedge funds and large institutions have $233M invested in Zevia in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 14 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
0.64% less ownership
Funds ownership: 91.04% → 90.4% (-0.64%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 57 → 56 (-1)
33% less capital invested
Capital invested by funds: $349M → $233M (-$115M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$19M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$2.18M |
| 3 |
Renaissance Technologies
New York
|
+$802K |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$670K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.73M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$6.88M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$3.91M |
| 4 |
Millennium Management
New York
|
-$2.2M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.5M |
ZVIA Hedge Fund Activity: Q4 2021 in Review
56 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q4 2021, worth a combined $233M — down 33% from $349M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ZVIA and 13 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 23 added.
The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $19M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $8.73M sold.
- 56 institutional investors held Zevia (ZVIA) as of Q4 2021, down from 57 in Q3 2021.
- Funds reported $233M of Zevia stock for Q4 2021, down 33% quarter-over-quarter.
- 13 funds opened new Zevia positions in Q4 2021 and 14 closed out, a net change of -1 holder.
- The largest Zevia buyer in Q4 2021 was Champlain Investment Partners, an estimated $19M added.
- The largest Zevia seller in Q4 2021 was Driehaus Capital Management, an estimated $8.73M sold.
Based on aggregated 13F filings for Q4 2021.