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SODA

SodaStream International Ltd
SODA

Delisted

SODA was delisted on the 4th of December, 2018.

122 hedge funds and large institutions have $289M invested in SodaStream International Ltd in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

2% less call options, than puts

Call options by funds: $95.3M | Put options by funds: $97.6M

11% less funds holding

Funds holding: 137122 (-15)

35% less capital invested

Capital invested by funds: $445M → $289M (-$155M)

37% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
122
Holders Change
-15
Holders Change %
-10.95%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
43
Reduced
32
Closed
38
Calls
$95.3M
Puts
$97.6M
Net Calls
-$2.24M
Net Calls Change
+$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.8M +$1.5M +38,194 +5%
Barclays
2
Barclays
United Kingdom
$23.8M +$19.2M +488,966 +210%
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.4M +$26.2M +668,000 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.5M -$2.93M -74,495 -12%
PI
5
Putnam Investments
Massachusetts
$17.8M
AIP
6
ARS Investment Partners
New York
$14.8M +$2.14M +54,510 +14%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$13.8M +$301K +7,666 +2%
Citigroup
8
Citigroup
New York
$11.6M +$3.09M +78,728 +30%
Norges Bank
9
Norges Bank
Norway
$10.6M +$6.17M +157,153 +100%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$10.5M -$534K -13,585 -4%
JHIU
11
Janus Henderson Investors US
Colorado
$9.4M -$30.4M -774,955 -73%
GPGA
12
Grandeur Peak Global Advisors
Utah
$6.58M +$774K +19,700 +11%
CA
13
Claar Advisors
New York
$5.94M +$6.94M +176,680 New
Bank of America
14
Bank of America
North Carolina
$5.6M +$2.02M +51,478 +45%
GIM
15
Granahan Investment Management
Massachusetts
$5.55M -$277K -7,060 -4%
BM
16
Bridger Management
New York
$4.37M +$589K +15,000 +13%
WA
17
Whitebox Advisors
Minnesota
$3.84M -$11.8K -300 -0.3%
Citadel Advisors
18
Citadel Advisors
Florida
$3.54M +$3.77M +95,940 +1,027%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.22M -$1.01M -25,643 -21%
OAM
20
Oxford Asset Management
United Kingdom
$3.12M +$441K +11,234 +14%
Nomura Holdings
21
Nomura Holdings
Japan
$3.1M +$901K +22,930 +33%
SGDR
22
SPX Gestao de Recursos
Brazil
$3.01M
U
23
UBS
Switzerland
$2.85M +$1.57M +40,014 +89%
TPM
24
T2 Partners Management
New York
$2.57M +$134K +3,410 +5%
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$2.52M -$126K -3,217 -4%

SODA Hedge Fund Activity: Q2 2014 in Review

122 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q2 2014, worth a combined $289M — down 35% from $445M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SODA and 24 opened new positions — a net loss of 14 holders — while 32 trimmed existing stakes and 43 added.

The largest buyer was Public Sector Pension Investment Board (PSP Investments), opening a new position worth an estimated $26.2M. The largest seller was Janus Henderson Investors US, cutting an estimated $30.4M.

  • 122 institutional investors held SodaStream International Ltd (SODA) as of Q2 2014, down from 137 in Q1 2014.
  • Funds reported $289M of SodaStream International Ltd stock for Q2 2014, down 35% quarter-over-quarter.
  • 24 funds opened new SodaStream International Ltd positions in Q2 2014 and 38 closed out, a net change of -14 holders.
  • The largest SodaStream International Ltd buyer in Q2 2014 was Public Sector Pension Investment Board (PSP Investments), an estimated $26.2M added.
  • The largest SodaStream International Ltd seller in Q2 2014 was Janus Henderson Investors US, an estimated $30.4M sold.

Based on aggregated 13F filings for Q2 2014.