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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, Q3 2021

Institutional positions in NewAge, Inc. as of Sep 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
92
−6 vs. Q2 2021
Shares held
35.6M
+1.32M (+3.9%) vs. Q2 2021
Total value
$49.4M
−$26.9M (−35.2%) vs. Q2 2021
New holders
10
31 more added
Sold out
16
28 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 92 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 heldQ3 2021: $49.4M
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, Q3 2021

Shares, value and share of portfolio for each institution holding NewAge, Inc.; share changes are against Q2 2021.

Institutions holding NBEV in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,710,008$12.1M0.00%−6120.0%Reduced
Vanguard Group Inc6,579,865$9.15M0.00%+125,725+1.9%Added
Sabby Management, LLC2,288,078$3.18M0.70%+558,147+32.3%Added
Geode Capital Management, LLC2,160,064$3.00M0.00%−121,763−5.3%Reduced
State Street Corp2,097,325$2.92M0.00%+128,411+6.5%Added
Renaissance Technologies LLC1,475,199$2.05M0.00%−188,742−11.3%Reduced
Northern Trust Corp1,242,556$1.73M0.00%+200,582+19.3%Added
Morgan Stanley860,731$1.20M0.00%+255,514+42.2%Added
Nuveen Asset Management, LLC743,279$1.03M0.00%+51,322+7.4%Added
BCJ Capital Management, LLC669,520$931.0K0.10%+669,520New
Millennium Management LLC630,090$876.0K0.00%−624,584−49.8%Reduced
Marshall Wace, LLP578,655$804.0K0.00%+578,655New
Requisite Capital Management, LLC500,000$695.0K0.15%00.0%Unchanged
Dimensional Fund Advisors LP427,066$594.0K0.00%−353,455−45.3%Reduced
Susquehanna International Group, LLP399,148$555.0K0.00%−18,885−4.5%Reduced
Bank of New York Mellon Corp385,262$535.0K0.00%+35,471+10.1%Added
Wells Fargo & Company379,526$528.0K0.00%+268,109+240.6%Added
Jefferies Group LLC375,000$521.3K0.01%+375,000New
Condor Capital Management350,000$487.0K0.05%+50,000+16.7%Added
Cambria Investment Management, L.P.334,067$464.0K0.08%+15,538+4.9%Added
Caption Management, LLC330,000$459.0K0.03%+54,700+19.9%Added
Charles Schwab Investment Management Inc326,300$454.0K0.00%00.0%Unchanged
Perritt Capital Management Inc315,150$438.0K0.24%+126,000+66.6%Added
Nomura Holdings Inc288,500$408.0K0.00%+47,000+19.5%Added
Group One Trading, L.P.243,291$338.0K0.01%+1,358+0.6%Added
StoneX Group Inc.240,800$335.0K0.05%+158,050+191.0%Added
Susquehanna Fundamental Investments, LLC182,791$254.0K0.00%−96,615−34.6%Reduced
Goldman Sachs Group Inc176,174$245.0K0.00%+50,578+40.3%Added
Vident Investment Advisory, LLC160,475$223.0K0.01%+160,475New
Davy Global Fund Management Ltd135,412$188.0K0.03%−337,071−71.3%Reduced
Rhumbline Advisers121,510$169.0K0.00%+4,033+3.4%Added
JPMorgan Chase & Co89,317$124.0K0.00%+37,291+71.7%Added
Deutsche Bank AG79,824$111.0K0.00%−1,673−2.1%Reduced
Bank of America Corp80,024$111.0K0.00%+53,654+203.5%Added
Independent Advisor Alliance75,650$105.0K0.01%−1,000−1.3%Reduced
American International Group, Inc.73,628$102.0K0.00%−978−1.3%Reduced
California State Teachers Retirement System71,728$100.0K0.00%−111,258−60.8%Reduced
Federation des caisses Desjardins du Quebec70,265$97.7K0.00%+37,000+111.2%Added
New York State Common Retirement Fund67,970$94.0K0.00%−46,843−40.8%Reduced
Raymond James & Associates65,597$91.0K0.00%+2,674+4.2%Added
D. E. Shaw & Co., Inc.63,888$89.0K0.00%+31,369+96.5%Added
SG Americas Securities, LLC63,393$88.0K0.00%+63,393New
Symons Capital Management Inc61,454$85.0K0.05%+61,454New
Concorde Asset Management, LLC54,500$76.0K0.04%−6,400−10.5%Reduced
Parametric Portfolio Associates LLC53,722$75.0K0.00%−42,071−43.9%Reduced
Price T Rowe Associates Inc52,243$73.0K0.00%−19,700−27.4%Reduced
Voya Investment Management LLC51,449$72.0K0.00%00.0%Unchanged
Citadel Advisors LLC48,049$67.0K0.00%−28,887−37.5%Reduced
Bulltick Wealth Management, LLC45,700$63.5K0.01%00.0%Unchanged
Invesco Ltd.45,170$63.0K0.00%+9,910+28.1%Added
Commonwealth Equity Services, LLC43,313$60.0K0.00%+795+1.9%Added
Stifel Financial Corp41,700$58.0K0.00%−9,000−17.8%Reduced
Simplex Trading, LLC25,690$57.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)34,723$48.0K0.00%−11,505−24.9%Reduced
ExodusPoint Capital Management, LP34,845$48.0K0.00%+19,446+126.3%Added
Alliancebernstein L.P.33,800$47.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.31,530$43.0K0.00%+9,023+40.1%Added
Alpine Global Management, LLC30,311$42.0K0.01%+30,311New
First Republic Investment Management, Inc.26,000$36.0K0.00%+5,000+23.8%Added
LPL Financial LLC23,716$33.0K0.00%−13,450−36.2%Reduced
Jane Street Group, LLC22,595$31.0K0.00%−58,890−72.3%Reduced
Amalgamated Bank21,610$30.0K0.00%−741−3.3%Reduced
Royal Bank of Canada20,508$29.0K0.00%+4,993+32.2%Added
Victory Capital Management Inc19,287$27.0K0.00%−992−4.9%Reduced
Principal Financial Group Inc19,674$27.0K0.00%+762+4.0%Added
Mutual Advisors, LLC18,800$26.0K0.00%00.0%Unchanged
ProShare Advisors LLC17,236$24.0K0.00%−17,307−50.1%Reduced
Citigroup Inc16,624$23.0K0.00%+10,286+162.3%Added
UBS Group AG15,408$22.0K0.00%+14,908+2,981.6%Added
Manufacturers Life Insurance Company, The15,367$21.0K0.00%−65,424−81.0%Reduced
Sterling Investment Advisors, Ltd.15,000$21.0K0.01%+15,000New
Legal & General Group Plc12,571$17.0K0.00%00.0%Unchanged
Brighton Jones LLC12,350$17.0K0.00%00.0%Unchanged
Centiva Capital, LP12,400$17.0K0.00%+12,400New
Cambridge Investment Research Advisors, Inc.11,290$16.0K0.00%−1,225−9.8%Reduced
Cetera Investment Advisers11,675$16.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC10,835$15.0K0.00%−18,600−63.2%Reduced
State Board of Administration of Florida Retirement System10,933$15.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.10,439$15.0K0.00%00.0%Unchanged
STRS Ohio3,200$4.00K0.00%00.0%Unchanged
Retirement Group, LLC2,500$3.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,500$3.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,000$3.00K0.00%00.0%Unchanged
Washington Trust Co785$1.00K0.00%00.0%Unchanged
Captrust Financial Advisors931$1.00K0.00%00.0%Unchanged
Crewe Advisors LLC700$1.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC600$1.00K0.00%00.0%Unchanged
Ellevest, Inc.444$1.00K0.00%+444New
American Portfolios Advisors310$4310.00%−106−25.5%Reduced
The PNC Financial Services Group, Inc.17$00.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$00.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC190$00.00%00.0%Unchanged
Qube Research & Technologies Ltd0$00.00%−186,047−100.0%Sold out
Penserra Capital Management LLC0$00.00%−167,680−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−106,263−100.0%Sold out
Two Sigma Investments, LP0$00.00%−75,433−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−72,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−71,722−100.0%Sold out
Quadrature Capital Ltd0$00.00%−31,259−100.0%Sold out
Cutler Group LP0$00.00%−24,435−100.0%Sold out