Zevia
ZVIA
63 hedge funds and large institutions have $120M invested in Zevia in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.
1,550% more call options, than puts
Call options by funds: $132K | Put options by funds: $8K
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
7% more funds holding
Funds holding: 59 → 63 (+4)
1.92% more ownership
Funds ownership: 67.49% → 69.42% (+1.9%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
3% less capital invested
Capital invested by funds: $124M → $120M (-$4.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$1.61M |
| 2 |
Millennium Management
New York
|
+$586K |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$581K |
| 4 |
Goldman Sachs
New York
|
+$336K |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$205K |
| 2 |
Man Group
London,
United Kingdom
|
-$201K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$198K |
| 4 |
SG
Stonnington Group
Pasadena,
California
|
-$127K |
| 5 |
TPA
Trivium Point Advisory
Westport,
Connecticut
|
-$82.3K |
ZVIA Hedge Fund Activity: Q1 2023 in Review
63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q1 2023, worth a combined $120M — down 3.3% from $124M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ZVIA positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was BSW Wealth Partners, opening a new position worth an estimated $1.61M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $205K sold.
- 63 institutional investors held Zevia (ZVIA) as of Q1 2023, up from 59 in Q4 2022.
- Funds reported $120M of Zevia stock for Q1 2023, down 3.3% quarter-over-quarter.
- 9 funds opened new Zevia positions in Q1 2023 and 5 closed out, a net change of +4 holders.
- The largest Zevia buyer in Q1 2023 was BSW Wealth Partners, an estimated $1.61M added.
- The largest Zevia seller in Q1 2023 was CIBC Private Wealth Group, an estimated $205K sold.
Based on aggregated 13F filings for Q1 2023.