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SODA

SodaStream International Ltd
SODA

Delisted

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

110 hedge funds and large institutions have $250M invested in SodaStream International Ltd in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $102M | Put options by funds: $50.2M

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

10% less funds holding

Funds holding: 122110 (-12)

14% less capital invested

Capital invested by funds: $289M → $250M (-$39.1M)

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
110
Holders Change
-12
Holders Change %
-9.84%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
39
Reduced
36
Closed
31
Calls
$102M
Puts
$50.2M
Net Calls
+$51.9M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.9M +$5.84M +182,991 +23%
Nomura Holdings
2
Nomura Holdings
Japan
$17.7M +$15.6M +489,262 +535%
Citigroup
3
Citigroup
New York
$17.3M +$7.69M +241,291 +70%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M -$3.72M -116,506 -21%
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$12.3M +$13.3M +417,000 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$12.3M +$155K +4,854 +1%
GIM
7
Granahan Investment Management
Massachusetts
$11M +$6.64M +208,250 +126%
SA
8
Smithwood Advisers
California
$10.7M +$11.6M +363,700 New
PI
9
Putnam Investments
Massachusetts
$9.37M -$6.73M -211,076 -40%
CA
10
Claar Advisors
New York
$8.19M +$3.22M +101,097 +57%
WA
11
Whitebox Advisors
Minnesota
$7.12M +$4.05M +127,093 +111%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$6.52M -$2.9M -90,814 -29%
CA
13
Commerzbank Aktiengesellschaft
Germany
$6.46M +$6.31M +197,895 +931%
NCM
14
Nantahala Capital Management
Connecticut
$5.6M +$4.94M +155,000 +443%
SC
15
Sculptor Capital
New York
$4.87M +$4.99M +156,514 +1,841%
Bank of America
16
Bank of America
North Carolina
$4.72M -$212K -6,637 -4%
BM
17
Bridger Management
New York
$3.83M
Norges Bank
18
Norges Bank
Norway
$3.32M -$6.43M -201,626 -64%
Barclays
19
Barclays
United Kingdom
$3.06M -$19.6M -615,847 -85%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.95M -$18.1M -567,990 -85%
NSIM
21
North Star Investment Management
Illinois
$2.88M +$1.27M +39,800 +69%
TPM
22
T2 Partners Management
New York
$2.84M +$631K +19,788 +26%
RFC
23
Russell Frank Company
Washington
$2.81M +$2.35M +73,745 +343%
MMH
24
Menora Mivtachim Holdings
Israel
$2.43M +$872K +27,340 +50%
Ameriprise
25
Ameriprise
Minnesota
$2.42M +$2.61M +82,000 +33,469%

SODA Hedge Fund Activity: Q3 2014 in Review

110 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q3 2014, worth a combined $250M — down 14% from $289M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SODA and 19 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Nomura Holdings, adding an estimated $15.6M. The largest seller was Barclays, cutting an estimated $19.6M.

  • 110 institutional investors held SodaStream International Ltd (SODA) as of Q3 2014, down from 122 in Q2 2014.
  • Funds reported $250M of SodaStream International Ltd stock for Q3 2014, down 14% quarter-over-quarter.
  • 19 funds opened new SodaStream International Ltd positions in Q3 2014 and 31 closed out, a net change of -12 holders.
  • The largest SodaStream International Ltd buyer in Q3 2014 was Nomura Holdings, an estimated $15.6M added.
  • The largest SodaStream International Ltd seller in Q3 2014 was Barclays, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2014.