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SODA

SodaStream International Ltd
SODA

Delisted

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

80 hedge funds and large institutions have $143M invested in SodaStream International Ltd in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $27.2M | Put options by funds: $11.9M

4% less funds holding

Funds holding: 8380 (-3)

5% less capital invested

Capital invested by funds: $151M → $143M (-$7.83M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
20
Reduced
23
Closed
17
Calls
$27.2M
Puts
$11.9M
Net Calls
+$15.3M
Net Calls Change
+$314M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$21.3M +$2.96M +193,161 +17%
RRAM
2
River Road Asset Management
Kentucky
$20.2M -$730K -47,573 -4%
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$12.9M +$321K +20,900 +3%
Citigroup
4
Citigroup
New York
$8.99M +$3.38M +220,462 +67%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.93M -$921K -60,000 -11%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.53M +$908K +59,200 +15%
GIM
7
Granahan Investment Management
Massachusetts
$6.93M -$1.01M -65,760 -13%
SCM
8
Snow Capital Management
Pennsylvania
$6.89M +$70.9K +4,620 +1%
MMH
9
Menora Mivtachim Holdings
Israel
$6.31M +$5.93M +386,738 New
Ameriprise
10
Ameriprise
Minnesota
$5.58M +$25.9K +1,690 +0.5%
Jane Street
11
Jane Street
New York
$5.4M +$5.08M +331,213 New
GACM
12
Global Alpha Capital Management
Quebec, Canada
$4.29M -$537K -35,000 -12%
RFC
13
Russell Frank Company
Washington
$4.25M -$1.45M -94,596 -28%
WA
14
Wasatch Advisors
Utah
$3.34M +$1.6M +104,172 +103%
PPA
15
Parametric Portfolio Associates
Washington
$3.16M +$558K +36,340 +23%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.57M +$377K +24,563 +18%
Bank of America
17
Bank of America
North Carolina
$2.02M +$1.22M +79,236 +178%
IIM
18
Ironwood Investment Management
Massachusetts
$1.39M -$315K -20,525 -19%
USAA
19
United Services Automobile Association
Texas
$1.34M
UBS Group
20
UBS Group
Switzerland
$874K +$165K +10,760 +25%
CA
21
Commerzbank Aktiengesellschaft
Germany
$841K -$1.34M -87,387 -63%
CG
22
Cutler Group
California
$790K +$744K +48,485 New
Group One Trading
23
Group One Trading
Illinois
$623K +$169K +11,031 +41%
PP
24
PDT Partners
New York
$603K -$911K -59,404 -62%
NI
25
Numeric Investors
Massachusetts
$555K -$210K -13,700 -29%

SODA Hedge Fund Activity: Q4 2015 in Review

80 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q4 2015, worth a combined $143M — down 5.2% from $151M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SODA and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $5.93M. The largest seller was Jump Trading, exiting entirely with an estimated $29.4M sold.

  • 80 institutional investors held SodaStream International Ltd (SODA) as of Q4 2015, down from 83 in Q3 2015.
  • Funds reported $143M of SodaStream International Ltd stock for Q4 2015, down 5.2% quarter-over-quarter.
  • 15 funds opened new SodaStream International Ltd positions in Q4 2015 and 17 closed out, a net change of -2 holders.
  • The largest SodaStream International Ltd buyer in Q4 2015 was Menora Mivtachim Holdings, an estimated $5.93M added.
  • The largest SodaStream International Ltd seller in Q4 2015 was Jump Trading, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2015.