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SODA

SodaStream International Ltd
SODA

Delisted

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

120 hedge funds and large institutions have $337M invested in SodaStream International Ltd in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

64% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $15.1M

47% more capital invested

Capital invested by funds: $229M → $337M (+$108M)

18% more funds holding

Funds holding: 102120 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
120
Holders Change
+18
Holders Change %
+17.65%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
30
Reduced
40
Closed
15
Calls
$24.7M
Puts
$15.1M
Net Calls
+$9.66M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$41.1M -$8.96M -278,398 -21%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$32.9M -$499K -15,486 -2%
RRAM
3
River Road Asset Management
Kentucky
$26.8M -$744K -23,097 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$26.6M +$21.7M +674,766 New
Renaissance Technologies
5
Renaissance Technologies
New York
$25.4M +$2.1M +65,300 +11%
MMH
6
Menora Mivtachim Holdings
Israel
$19.4M
GIM
7
Granahan Investment Management
Massachusetts
$16.8M -$10M -311,139 -42%
Two Sigma Investments
8
Two Sigma Investments
New York
$8.95M +$1.88M +58,427 +35%
DCM
9
Driehaus Capital Management
Illinois
$7.05M +$4.03M +125,250 +234%
BIM
10
Bogle Investment Management
Massachusetts
$6.43M +$2.06M +64,094 +65%
GACM
11
Global Alpha Capital Management
Quebec, Canada
$5.74M -$1.05M -32,738 -18%
BIT
12
BlackRock Institutional Trust
California
$4.97M +$3.89M +120,951 +2,433%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.91M +$1.97M +61,243 +97%
Ameriprise
14
Ameriprise
Minnesota
$4.87M -$48.7K -1,512 -1%
USAA
15
United Services Automobile Association
Texas
$4.81M -$1.65M -51,400 -30%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$4.63M +$2.83M +87,912 +300%
Morgan Stanley
17
Morgan Stanley
New York
$4.13M -$1.67M -51,796 -33%
SFM
18
Systematic Financial Management
New Jersey
$3.9M -$22.5K -700 -0.7%
MC
19
Menta Capital
California
$3.73M +$3.05M +94,611 New
SCM
20
Snow Capital Management
Pennsylvania
$3.72M -$1.81M -56,320 -37%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$3.52M +$2.83M +88,057 New
CCS
22
Crosspoint Capital Strategies
California
$3.45M +$2.81M +87,318 New
State Street
23
State Street
Massachusetts
$3.35M +$2.19M +68,036 +405%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$3.31M
Goldman Sachs
25
Goldman Sachs
New York
$3.24M -$465K -14,434 -15%

SODA Hedge Fund Activity: Q4 2016 in Review

120 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q4 2016, worth a combined $337M — up 47% from $229M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SODA positions and 15 closed out — a net gain of 21 holders — while 30 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $21.7M. The largest seller was Ninety One (UK), exiting entirely with an estimated $13M sold.

  • 120 institutional investors held SodaStream International Ltd (SODA) as of Q4 2016, up from 102 in Q3 2016.
  • Funds reported $337M of SodaStream International Ltd stock for Q4 2016, up 47% quarter-over-quarter.
  • 36 funds opened new SodaStream International Ltd positions in Q4 2016 and 15 closed out, a net change of +21 holders.
  • The largest SodaStream International Ltd buyer in Q4 2016 was Fidelity Investments, an estimated $21.7M added.
  • The largest SodaStream International Ltd seller in Q4 2016 was Ninety One (UK), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2016.