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SODA

SodaStream International Ltd
SODA

Delisted

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

152 hedge funds and large institutions have $755M invested in SodaStream International Ltd in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $47M

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $555M → $755M (+$200M)

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

8% more funds holding

Funds holding: 141152 (+11)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
152
Holders Change
+11
Holders Change %
+7.8%
% of All Funds
3.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
24
Increased
54
Reduced
46
Closed
13
Calls
$93.9M
Puts
$47M
Net Calls
+$46.9M
Net Calls Change
+$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M +$932 +16 +0%
Renaissance Technologies
2
Renaissance Technologies
New York
$67.9M +$11.9M +204,000 +25%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$57M -$779K -13,372 -2%
MMH
4
Menora Mivtachim Holdings
Israel
$53.3M -$2.03M -34,838 -4%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$50.6M +$21.2M +363,972 +91%
NCM
6
Nantahala Capital Management
Connecticut
$33.2M -$5.69M -97,795 -16%
GIM
7
Granahan Investment Management
Massachusetts
$27.7M +$2.07M +35,621 +9%
O
8
OppenheimerFunds
New York
$26.6M +$23.3M +400,000 New
BlackRock
9
BlackRock
New York
$19M +$1.12M +19,270 +7%
MCM
10
McKinley Capital Management
Alaska
$14.8M +$12.9M +222,311 New
MTWSIF
11
Mivtachim The Workers Social Insurance Fund
Israel
$12.8M
DCM
12
Driehaus Capital Management
Illinois
$10.3M +$6.23M +106,950 +221%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.89M +$483K +8,297 +6%
USAA
14
United Services Automobile Association
Texas
$7.73M +$229K +3,940 +4%
State Street
15
State Street
Massachusetts
$7.42M +$616K +10,578 +10%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$7.22M -$369K -6,334 -6%
AllianceBernstein
17
AllianceBernstein
Tennessee
$6.81M +$389K +6,685 +7%
BIM
18
Bogle Investment Management
Massachusetts
$6.71M -$4.52M -77,675 -43%
EI
19
EAM Investors
California
$6.67M +$2M +34,271 +52%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$6.21M -$208K -3,573 -4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$6.04M -$4.65M -79,851 -47%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.9M -$104K -1,782 -2%
Morgan Stanley
23
Morgan Stanley
New York
$5.64M -$5.1M -87,645 -51%
GIPM
24
G2 Investment Partners Management
New York
$5.36M -$2.27M -38,973 -33%
Jane Street
25
Jane Street
New York
$5.31M +$826K +14,195 +22%

SODA Hedge Fund Activity: Q3 2017 in Review

152 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q3 2017, worth a combined $755M — up 36% from $555M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SODA positions and 13 closed out — a net gain of 11 holders — while 54 added to existing stakes and 46 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $23.3M. The largest seller was Systematic Financial Management, cutting an estimated $5.71M.

  • 152 institutional investors held SodaStream International Ltd (SODA) as of Q3 2017, up from 141 in Q2 2017.
  • Funds reported $755M of SodaStream International Ltd stock for Q3 2017, up 36% quarter-over-quarter.
  • 24 funds opened new SodaStream International Ltd positions in Q3 2017 and 13 closed out, a net change of +11 holders.
  • The largest SodaStream International Ltd buyer in Q3 2017 was OppenheimerFunds, an estimated $23.3M added.
  • The largest SodaStream International Ltd seller in Q3 2017 was Systematic Financial Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2017.