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Zevia
ZVIA

Overview Fund Activity

49 hedge funds and large institutions have $36.4M invested in Zevia in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 18 closing their positions.

Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
17
Closed
18
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$27K

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$167K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$123K
4
XT
4
XTX Topco
Cayman Islands
$32.4K
5
CFA
5
Capstone Financial Advisors
Illinois
$43.4K

Top Sellers

1
LCM
1
Lakewood Capital Management
New York
$0
2
BWP
2
BSW Wealth Partners
Colorado
$0
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$47.3K
5
ACA
5
Anchor Capital Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.8M 22,022,092 – –
BlackRock
2
BlackRock
New York
$1.85M 1,582,151 -43,291 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.67M 1,426,021 +89,716 +7%
EA
4
Emerald Advisers
Pennsylvania
$1.41M 1,208,245 +217 +0%
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.17M 1,003,186 -8,439 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$874K 746,487 +6,666 +0.9%
SAM
7
Silvercrest Asset Management
New York
$834K 712,538 – –
KCM
8
Kennedy Capital Management
Missouri
$747K 638,407 -5,619 -0.9%
State Street
9
State Street
Massachusetts
$556K 474,934 -11,779 -2%
Northern Trust
10
Northern Trust
Illinois
$278K 237,445 -12,026 -5%
BSW
11
Buckingham Strategic Wealth
Missouri
$167K 142,934 +142,934 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$123K 105,458 +28,767 +38%
BCM
13
Bridgeway Capital Management
Texas
$105K 90,000 -50,000 -36%
Charles Schwab
14
Charles Schwab
California
$90.1K 77,006 – –
SC
15
Sapient Capital
Indiana
$71.3K 60,900 – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$58.9K 50,346 – –
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$56.5K 50,000 – –
Morgan Stanley
18
Morgan Stanley
New York
$47.3K 40,456 -103,966 -72%
CFA
19
Capstone Financial Advisors
Illinois
$43.4K 37,104 +12,104 +48%
NL
20
NWAM LLC
Washington
$42K 35,866 – –
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$40K 34,161 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$37.7K 32,250 +5,510 +21%
Renaissance Technologies
23
Renaissance Technologies
New York
$35K 30,300 +8,100 +36%
UBS Group
24
UBS Group
Switzerland
$34.3K 29,274 -8 -0%
XT
25
XTX Topco
Cayman Islands
$32.4K 27,717 +12,756 +85%
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