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NewAge, Inc.

NBEVDelisted Sep 14, 2022
Industry
Malt Beverages
SEC CIK
0001579823

NewAge, Inc. was delisted on Sep 14, 2022; its insiders filed their last Form 4 on Nov 23, 2021; 83 institutions reported holding it in 13F filings for Q2 2022, worth $5.80M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in NewAge, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
99
−9 vs. Q1 2021
Shares held
34.4M
−3.44M (−9.1%) vs. Q1 2021
Total value
$76.7M
−$31.5M (−29.1%) vs. Q1 2021
New holders
15
46 more added
Sold out
24
23 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NBEV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 99 institutions
Q1 2021: 108 institutionsQ2 2021: 99 institutionsQ3 2021: 92 institutionsQ4 2021: 98 institutionsQ1 2022: 92 institutionsQ2 2022: 83 institutionsQ3 2022: 12 institutionsQ4 2022: 3 institutionsQ1 2023: 1 institutionQ2 2023: 2 institutionsQ3 2023: 2 institutionsQ4 2023: 2 institutionsQ1 2024: 1 institutionQ2 2024: 3 institutionsQ3 2024: 2 institutionsQ4 2024: 3 institutionsQ1 2025: 3 institutionsQ2 2025: 3 institutionsQ3 2025: 3 institutionsQ4 2025: 1 institutionQ1 2026: 2 institutionsQ2 2026: 2 institutions
Value heldQ2 2021: $76.7M
Q1 2021: $108.2MQ2 2021: $76.7MQ3 2021: $49.4MQ4 2021: $36.7MQ1 2022: $20.0MQ2 2022: $5.80MQ3 2022: $19.0KQ4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $686Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $400Q2 2026: $400
Institutions holding NBEV and their total value by quarter
QuarterHoldersValue
Q2 20262$400
Q1 20262$400
Q4 20251$0
Q3 20253$0
Q2 20253$0
Q1 20253$0
Q4 20243$0
Q3 20242$0
Q2 20243$686
Q1 20241$0
Q4 20232$0
Q3 20232$0
Q2 20232$0
Q1 20231$0
Q4 20223$0
Q3 202212$19.0K
Q2 202283$5.80M
Q1 202292$20.0M
Q4 202198$36.7M
Q3 202192$49.4M
Q2 202199$76.7M
Q1 2021108$108.2M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding NewAge, Inc.; share changes are against Q1 2021.

Institutions holding NBEV in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,710,620$19.4M0.00%+1,236,792+16.5%Added
Vanguard Group Inc6,454,140$14.4M0.00%−88,703−1.4%Reduced
Geode Capital Management, LLC2,281,827$5.09M0.00%+536,872+30.8%Added
State Street Corp1,968,914$4.39M0.00%+399,824+25.5%Added
Sabby Management, LLC1,729,931$3.86M0.83%−634,763−26.8%Reduced
Renaissance Technologies LLC1,663,941$3.71M0.00%+1,418,141+576.9%Added
Millennium Management LLC1,254,674$2.80M0.00%+143,872+13.0%Added
Northern Trust Corp1,041,974$2.32M0.00%+27,583+2.7%Added
Dimensional Fund Advisors LP780,521$1.74M0.00%−30,659−3.8%Reduced
Nuveen Asset Management, LLC691,957$1.54M0.00%+326,950+89.6%Added
Morgan Stanley605,217$1.35M0.00%+112,733+22.9%Added
Requisite Capital Management, LLC500,000$1.11M0.19%00.0%Unchanged
Davy Global Fund Management Ltd472,483$1.05M0.16%+118,311+33.4%Added
Susquehanna International Group, LLP418,033$932.0K0.00%−95,770−18.6%Reduced
Bank of New York Mellon Corp349,791$780.0K0.00%+47,036+15.5%Added
Charles Schwab Investment Management Inc326,300$728.0K0.00%+82,128+33.6%Added
Cambria Investment Management, L.P.318,529$710.0K0.12%+31,076+10.8%Added
Condor Capital Management300,000$669.0K0.07%+300,000New
Susquehanna Fundamental Investments, LLC279,406$623.0K0.01%−77,239−21.7%Reduced
Caption Management, LLC275,300$614.0K0.06%+275,300New
Group One Trading, L.P.241,933$540.0K0.01%−94,174−28.0%Reduced
Nomura Holdings Inc241,500$539.0K0.00%+241,500New
Perritt Capital Management Inc189,150$422.0K0.22%−50,000−20.9%Reduced
Qube Research & Technologies Ltd186,047$415.0K0.01%+186,047New
California State Teachers Retirement System182,986$408.0K0.00%+39,677+27.7%Added
M Holdings Securities, Inc.160,000$357.0K0.03%00.0%Unchanged
Penserra Capital Management LLC167,680$333.0K0.01%+26,704+18.9%Added
Goldman Sachs Group Inc125,596$280.0K0.00%+13,894+12.4%Added
Rhumbline Advisers117,477$262.0K0.00%+15,965+15.7%Added
New York State Common Retirement Fund114,813$256.0K0.00%+54,386+90.0%Added
Wells Fargo & Company111,417$248.0K0.00%−22,729−16.9%Reduced
Gsa Capital Partners LLP106,263$237.0K0.03%+54,194+104.1%Added
Parametric Portfolio Associates LLC95,793$214.0K0.00%+46,643+94.9%Added
StoneX Group Inc.82,750$185.0K0.03%−157,150−65.5%Reduced
Jane Street Group, LLC81,485$182.0K0.00%+63,676+357.5%Added
Deutsche Bank AG81,497$181.0K0.00%−69,849−46.2%Reduced
Manufacturers Life Insurance Company, The80,791$180.0K0.00%+23,088+40.0%Added
Independent Advisor Alliance76,650$171.0K0.01%+400+0.5%Added
Citadel Advisors LLC76,936$171.0K0.00%+3,143+4.3%Added
Two Sigma Investments, LP75,433$168.0K0.00%+75,433New
American International Group, Inc.74,606$166.0K0.00%+19,414+35.2%Added
Hussman Strategic Advisors, Inc.72,000$161.0K0.03%00.0%Unchanged
Cubist Systematic Strategies, LLC71,722$160.0K0.00%−26,992−27.3%Reduced
Price T Rowe Associates Inc71,943$160.0K0.00%+1,047+1.5%Added
Raymond James & Associates62,923$140.0K0.00%+10,741+20.6%Added
Concorde Asset Management, LLC60,900$136.0K0.08%+1,440+2.4%Added
JPMorgan Chase & Co52,026$116.0K0.00%−181,855−77.8%Reduced
Voya Investment Management LLC51,449$115.0K0.00%+7,270+16.5%Added
Stifel Financial Corp50,700$113.0K0.00%+8,000+18.7%Added
Tower Research Capital LLC (TRC)46,228$103.0K0.00%+27,135+142.1%Added
Bulltick Wealth Management, LLC45,700$101.9K0.02%+45,700New
Commonwealth Equity Services, LLC42,518$94.0K0.00%+22,940+117.2%Added
LPL Financial LLC37,166$83.0K0.00%+6,850+22.6%Added
Invesco Ltd.35,260$79.0K0.00%+5,120+17.0%Added
ProShare Advisors LLC34,543$77.0K0.00%+9,197+36.3%Added
Alliancebernstein L.P.33,800$75.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec33,265$74.2K0.00%+5,200+18.5%Added
D. E. Shaw & Co., Inc.32,519$73.0K0.00%+32,519New
Quadrature Capital Ltd31,259$70.0K0.00%+31,259New
Kestra Advisory Services, LLC29,435$66.0K0.00%+2,400+8.9%Added
Bank of America Corp26,370$58.0K0.00%−238,744−90.1%Reduced
Simplex Trading, LLC25,690$57.0K0.00%−7,692−23.0%Reduced
Cutler Group LP24,435$54.0K0.00%−33,980−58.2%Reduced
Advisor Group Holdings, Inc.22,507$51.0K0.00%−2,200−8.9%Reduced
Amalgamated Bank22,351$50.0K0.00%+12,030+116.6%Added
First Republic Investment Management, Inc.21,000$47.0K0.00%+21,000New
Victory Capital Management Inc20,279$45.0K0.00%−833−3.9%Reduced
Mutual Advisors, LLC18,800$42.0K0.00%+500+2.7%Added
Principal Financial Group Inc18,912$42.0K0.00%+5,076+36.7%Added
Bank of Montreal17,524$40.0K0.00%+3,877+28.4%Added
Paloma Partners Management Co18,005$40.0K0.00%+18,005New
Royal Bank of Canada15,515$34.0K0.00%−243−1.5%Reduced
ExodusPoint Capital Management, LP15,399$34.0K0.00%+15,399New
Squarepoint Ops LLC14,071$31.0K0.00%−21,100−60.0%Reduced
Cambridge Investment Research Advisors, Inc.12,515$28.0K0.00%+270+2.2%Added
Brighton Jones LLC12,350$28.0K0.00%+2,350+23.5%Added
Legal & General Group Plc12,571$28.0K0.00%+3,658+41.0%Added
Bluefin Capital Management, LLC12,000$27.0K0.00%00.0%Unchanged
Cetera Investment Advisers11,675$26.0K0.00%+11,675New
HighTower Advisors, LLC11,419$25.0K0.00%+11,419New
State Board of Administration of Florida Retirement System10,933$24.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.10,439$23.0K0.00%+4,058+63.6%Added
Citigroup Inc6,338$14.0K0.00%+72+1.1%Added
STRS Ohio3,200$7.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC3,000$7.00K0.00%00.0%Unchanged
Panagora Asset Management Inc2,593$6.00K0.00%−15,295−85.5%Reduced
Retirement Group, LLC2,500$6.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,500$6.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,000$4.00K0.00%−41,700−95.4%Reduced
Captrust Financial Advisors931$2.00K0.00%−347−27.2%Reduced
Washington Trust Co785$2.00K0.00%00.0%Unchanged
Parisi Gray Wealth Management955$2.00K0.00%+955New
Crewe Advisors LLC700$2.00K0.00%+700New
UBS Group AG500$1.00K0.00%−11,627−95.9%Reduced
Steward Partners Investment Advisory, LLC600$1.00K0.00%00.0%Unchanged
American Portfolios Advisors416$9280.00%+106+34.2%Added
Patriot Financial Group Insurance Agency, LLC190$00.00%00.0%Unchanged
The PNC Financial Services Group, Inc.17$00.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$00.00%00.0%Unchanged
CVI Holdings, LLC0$00.00%−3,555,400−100.0%Sold out