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SODA

SodaStream International Ltd
SODA

Delisted

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

72 hedge funds and large institutions have $115M invested in SodaStream International Ltd in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $6.14M

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 8072 (-8)

20% less capital invested

Capital invested by funds: $143M → $115M (-$28.6M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
24
Reduced
20
Closed
18
Calls
$15.2M
Puts
$6.14M
Net Calls
+$9.07M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$19.9M +$1.47M +105,829 +8%
RRAM
2
River Road Asset Management
Kentucky
$15.6M -$1.82M -130,870 -11%
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$11.1M
MMH
4
Menora Mivtachim Holdings
Israel
$7.24M +$1.78M +127,775 +33%
GIM
5
Granahan Investment Management
Massachusetts
$6.14M +$152K +10,920 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.05M -$451K -32,400 -7%
SCM
7
Snow Capital Management
Pennsylvania
$5.04M -$899K -64,572 -15%
Ameriprise
8
Ameriprise
Minnesota
$4.81M
GACM
9
Global Alpha Capital Management
Quebec, Canada
$3.59M -$111K -8,000 -3%
PPA
10
Parametric Portfolio Associates
Washington
$3.25M +$510K +36,614 +19%
RFC
11
Russell Frank Company
Washington
$3.18M -$163K -11,700 -5%
Morgan Stanley
12
Morgan Stanley
New York
$2.92M +$2.68M +192,739 +1,313%
CS
13
Credit Suisse
Switzerland
$2.74M +$2.49M +178,617 +1,121%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.35M -$4.44M -319,286 -66%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.16M +$2.14M +153,605 New
Goldman Sachs
16
Goldman Sachs
New York
$1.87M +$1.5M +107,441 +428%
Bank of America
17
Bank of America
North Carolina
$1.74M +$1.61K +116 +0.1%
LCM
18
Laurion Capital Management
New York
$1.68M +$1.66M +119,600 New
Millennium Management
19
Millennium Management
New York
$1.65M +$1.63M +116,923 New
Citigroup
20
Citigroup
New York
$1.51M -$6.19M -444,507 -81%
USAA
21
United Services Automobile Association
Texas
$1.18M +$19.5K +1,400 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$690K -$1.51M -108,469 -69%
PP
23
PDT Partners
New York
$678K +$155K +11,148 +30%
UBS Group
24
UBS Group
Switzerland
$655K -$97.9K -7,033 -13%
IIM
25
Ironwood Investment Management
Massachusetts
$545K -$643K -46,200 -54%

SODA Hedge Fund Activity: Q1 2016 in Review

72 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q1 2016, worth a combined $115M — down 20% from $143M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SODA and 11 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $2.68M. The largest seller was Citigroup, cutting an estimated $6.19M.

  • 72 institutional investors held SodaStream International Ltd (SODA) as of Q1 2016, down from 80 in Q4 2015.
  • Funds reported $115M of SodaStream International Ltd stock for Q1 2016, down 20% quarter-over-quarter.
  • 11 funds opened new SodaStream International Ltd positions in Q1 2016 and 18 closed out, a net change of -7 holders.
  • The largest SodaStream International Ltd buyer in Q1 2016 was Morgan Stanley, an estimated $2.68M added.
  • The largest SodaStream International Ltd seller in Q1 2016 was Citigroup, an estimated $6.19M sold.

Based on aggregated 13F filings for Q1 2016.