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SODA

SodaStream International Ltd
SODA

Delisted

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

148 hedge funds and large institutions have $463M invested in SodaStream International Ltd in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

37% more capital invested

Capital invested by funds: $337M → $463M (+$126M)

23% more funds holding

Funds holding: 120148 (+28)

11% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $17.6M

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
45
Increased
44
Reduced
42
Closed
13
Calls
$19.6M
Puts
$17.6M
Net Calls
+$2.01M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M +$66.4M +1,462,018 +217%
NCM
2
Nantahala Capital Management
Connecticut
$36M -$13.5M -297,974 -29%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$36M -$4.15M -91,335 -11%
Renaissance Technologies
4
Renaissance Technologies
New York
$34.1M +$2.81M +61,800 +10%
GIM
5
Granahan Investment Management
Massachusetts
$15.8M -$4.56M -100,410 -24%
MMH
6
Menora Mivtachim Holdings
Israel
$15.1M -$8.18M -180,000 -37%
BlackRock
7
BlackRock
New York
$12.2M +$11.3M +248,658 +7,632%
Two Sigma Investments
8
Two Sigma Investments
New York
$11.5M +$482K +10,599 +5%
DCM
9
Driehaus Capital Management
Illinois
$10.7M +$1.88M +41,342 +23%
BIM
10
Bogle Investment Management
Massachusetts
$9.4M +$1.42M +31,200 +19%
Morgan Stanley
11
Morgan Stanley
New York
$9.35M +$4.02M +88,549 +85%
RRAM
12
River Road Asset Management
Kentucky
$9.15M -$22.2M -489,070 -72%
GIPM
13
G2 Investment Partners Management
New York
$6.78M +$6.36M +140,019 New
SFM
14
Systematic Financial Management
New Jersey
$6.5M +$1.6M +35,195 +36%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$6.49M +$435K +9,578 +8%
MC
16
Menta Capital
California
$5.82M +$1.16M +25,524 +27%
GACM
17
Global Alpha Capital Management
Quebec, Canada
$5.61M -$1.34M -29,550 -20%
USAA
18
United Services Automobile Association
Texas
$5.19M -$663K -14,600 -12%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$4.62M -$995K -21,904 -19%
State Street
20
State Street
Massachusetts
$4.62M +$477K +10,492 +12%
SIM
21
Spark Investment Management
New York
$4.54M +$1.93M +42,400 +82%
Goldman Sachs
22
Goldman Sachs
New York
$4.51M +$500K +11,009 +13%
CCS
23
Crosspoint Capital Strategies
California
$4.2M -$23.6K -519 -0.6%
CIM
24
Contrarius Investment Management
Jersey
$4.16M +$3.9M +85,788 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$4.06M +$45 +1 +0%

SODA Hedge Fund Activity: Q1 2017 in Review

148 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q1 2017, worth a combined $463M — up 37% from $337M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SODA positions and 13 closed out — a net gain of 32 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $66.4M. The largest seller was River Road Asset Management, cutting an estimated $22.2M.

  • 148 institutional investors held SodaStream International Ltd (SODA) as of Q1 2017, up from 120 in Q4 2016.
  • Funds reported $463M of SodaStream International Ltd stock for Q1 2017, up 37% quarter-over-quarter.
  • 45 funds opened new SodaStream International Ltd positions in Q1 2017 and 13 closed out, a net change of +32 holders.
  • The largest SodaStream International Ltd buyer in Q1 2017 was Fidelity Investments, an estimated $66.4M added.
  • The largest SodaStream International Ltd seller in Q1 2017 was River Road Asset Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2017.