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SODA

SodaStream International Ltd
SODA

Delisted

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

141 hedge funds and large institutions have $555M invested in SodaStream International Ltd in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

20% more capital invested

Capital invested by funds: $463M → $555M (+$92.3M)

13% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $36.5M

5% less funds holding

Funds holding: 148141 (-7)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
141
Holders Change
-7
Holders Change %
-4.73%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
17
Increased
56
Reduced
40
Closed
23
Calls
$41.2M
Puts
$36.5M
Net Calls
+$4.67M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M +$2.1M +39,499 +2%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$46.6M +$6.85M +129,117 +17%
MMH
3
Menora Mivtachim Holdings
Israel
$44.8M +$27.9M +525,720 +169%
Renaissance Technologies
4
Renaissance Technologies
New York
$43.8M +$6.03M +113,500 +16%
NCM
5
Nantahala Capital Management
Connecticut
$32M -$7.7M -145,048 -20%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$21.3M +$18.1M +340,223 +589%
GIM
7
Granahan Investment Management
Massachusetts
$20.4M +$2.95M +55,515 +17%
BlackRock
8
BlackRock
New York
$14.3M +$779K +14,668 +6%
MTWSIF
9
Mivtachim The Workers Social Insurance Fund
Israel
$10.3M +$10.2M +192,312 New
BIM
10
Bogle Investment Management
Massachusetts
$9.56M -$826K -15,553 -8%
Morgan Stanley
11
Morgan Stanley
New York
$9.23M -$1.09M -20,581 -11%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$9.15M +$6.68M +125,812 +279%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.52M +$4.94M +93,079 +196%
SFM
14
Systematic Financial Management
New Jersey
$7.08M -$101K -1,905 -1%
GIPM
15
G2 Investment Partners Management
New York
$6.41M -$1.08M -20,328 -15%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$6.15M -$42.5K -800 -0.7%
USAA
17
United Services Automobile Association
Texas
$6.01M +$274K +5,160 +5%
State Street
18
State Street
Massachusetts
$5.41M +$306K +5,772 +6%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.19M -$1.96M -36,927 -28%
AllianceBernstein
20
AllianceBernstein
Tennessee
$5.13M +$1.32M +24,911 +35%
MC
21
Menta Capital
California
$5.08M -$1.34M -25,200 -21%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.84M +$3.28M +61,826 +215%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$4.49M -$53 -1 -0%
CIM
24
Contrarius Investment Management
Jersey
$4.46M -$127K -2,399 -3%
WA
25
Wasatch Advisors
Utah
$4.33M +$3.11M +58,500 +260%

SODA Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q2 2017, worth a combined $555M — up 20% from $463M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SODA and 17 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 56 added.

The largest buyer was Menora Mivtachim Holdings, adding an estimated $27.9M. The largest seller was Two Sigma Investments, cutting an estimated $9.83M.

  • 141 institutional investors held SodaStream International Ltd (SODA) as of Q2 2017, down from 148 in Q1 2017.
  • Funds reported $555M of SodaStream International Ltd stock for Q2 2017, up 20% quarter-over-quarter.
  • 17 funds opened new SodaStream International Ltd positions in Q2 2017 and 23 closed out, a net change of -6 holders.
  • The largest SodaStream International Ltd buyer in Q2 2017 was Menora Mivtachim Holdings, an estimated $27.9M added.
  • The largest SodaStream International Ltd seller in Q2 2017 was Two Sigma Investments, an estimated $9.83M sold.

Based on aggregated 13F filings for Q2 2017.