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SODA

SodaStream International Ltd
SODA

Delisted

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

81 hedge funds and large institutions have $147M invested in SodaStream International Ltd in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $131M → $147M (+$15.1M)

2% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $18.9M

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

14% less funds holding

Funds holding: 9481 (-13)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
-13
Holders Change %
-13.83%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
25
Reduced
29
Closed
26
Calls
$19.2M
Puts
$18.9M
Net Calls
+$296K
Net Calls Change
-$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
1
River Road Asset Management
Kentucky
$28M +$26.1M +1,380,879 New
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$14.7M +$4.24M +224,800 +45%
Ameriprise
3
Ameriprise
Minnesota
$9.11M +$4.86M +257,620 +134%
Citigroup
4
Citigroup
New York
$8.04M -$4.59M -243,266 -38%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.92M -$516K -27,351 -7%
GIM
6
Granahan Investment Management
Massachusetts
$7.46M +$5.4K +286 +0.1%
NCM
7
Nantahala Capital Management
Connecticut
$7.39M +$2.2M +116,600 +47%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$6.91M +$1.23M +65,000 +24%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$6.63M +$6.17M +327,100 New
RFC
10
Russell Frank Company
Washington
$6.22M +$1.16M +61,588 +25%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.17M +$4.82M +255,100 New
SCM
12
Snow Capital Management
Pennsylvania
$4.53M +$868K +46,010 +26%
WA
13
Wasatch Advisors
Utah
$4.06M -$411K -21,800 -10%
TPM
14
T2 Partners Management
New York
$3.07M +$178K +9,407 +7%
NSIM
15
North Star Investment Management
Illinois
$2.59M +$955K +50,600 +65%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.36M +$306K +16,230 +16%
Parallax Volatility Advisers
17
Parallax Volatility Advisers
California
$1.53M +$13.7K +725 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.5M -$4.38M -231,927 -76%
UBS Group
19
UBS Group
Switzerland
$1.48M +$23.1K +1,225 +2%
PP
20
PDT Partners
New York
$1.41M +$513K +27,200 +64%
MAA
21
Managed Account Advisors
New Jersey
$1.08M +$333K +17,628 +49%
USAA
22
United Services Automobile Association
Texas
$1.04M +$43.4K +2,300 +5%
JC
23
JBF Capital
Colorado
$1.01M -$283K -15,000 -23%
IIM
24
Ironwood Investment Management
Massachusetts
$821K -$49.3K -2,612 -6%
Morgan Stanley
25
Morgan Stanley
New York
$819K -$1.54M -81,483 -67%

SODA Hedge Fund Activity: Q1 2015 in Review

81 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q1 2015, worth a combined $147M — up 12% from $131M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SODA and 13 opened new positions — a net loss of 13 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $26.1M. The largest seller was Armistice Capital, exiting entirely with an estimated $8.65M sold.

  • 81 institutional investors held SodaStream International Ltd (SODA) as of Q1 2015, down from 94 in Q4 2014.
  • Funds reported $147M of SodaStream International Ltd stock for Q1 2015, up 12% quarter-over-quarter.
  • 13 funds opened new SodaStream International Ltd positions in Q1 2015 and 26 closed out, a net change of -13 holders.
  • The largest SodaStream International Ltd buyer in Q1 2015 was River Road Asset Management, an estimated $26.1M added.
  • The largest SodaStream International Ltd seller in Q1 2015 was Armistice Capital, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2015.