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SODA

SodaStream International Ltd
SODA

Delisted

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

171 hedge funds and large institutions have $2.32B invested in SodaStream International Ltd in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

98% more capital invested

Capital invested by funds: $1.17B → $2.32B (+$1.15B)

3% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 61

1% more funds holding

Funds holding: 170171 (+1)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

16% less call options, than puts

Call options by funds: $214M | Put options by funds: $254M

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.91%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.34%
New
63
Increased
44
Reduced
50
Closed
61
Calls
$214M
Puts
$254M
Net Calls
-$40.6M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$251M +$13.7M +113,435 +7%
PAM
2
PSquared Asset Management
Switzerland
$137M +$115M +954,802 New
TAL
3
TIG Advisors LLC
New York
$122M +$103M +851,624 New
Goldman Sachs
4
Goldman Sachs
New York
$106M +$88.2M +733,014 +13,810%
AA
5
AQR Arbitrage
Connecticut
$102M +$85.4M +709,772 New
Fidelity International
6
Fidelity International
Bermuda
$81.6M +$68.6M +570,000 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$78.3M +$11.5M +95,528 +21%
SGCM
8
Sand Grove Capital Management
United Kingdom
$75.4M +$63.4M +526,882 New
GF
9
Gabelli Funds
New York
$57.2M +$48.2M +400,094 New
OAM
10
Oberweis Asset Management
Illinois
$56.8M +$47.8M +397,000 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$56.4M -$162M -1,348,627 -77%
BlackRock
12
BlackRock
New York
$54.6M -$1.33M -11,031 -3%
CS
13
Credit Suisse
Switzerland
$48M +$38.2M +317,167 +1,738%
GIM
14
Granahan Investment Management
Massachusetts
$42.2M -$35.1M -291,924 -50%
Man Group
15
Man Group
United Kingdom
$39.1M +$27.7M +230,379 +540%
WIC
16
Water Island Capital
New York
$36.7M +$30.9M +256,396 New
KLCMU
17
Kite Lake Capital Management (UK)
United Kingdom
$36.6M +$30.8M +255,745 New
Marshall Wace
18
Marshall Wace
United Kingdom
$34.6M +$27.9M +231,969 +2,400%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.8M +$26.8M +222,319 New
Deutsche Bank
20
Deutsche Bank
Germany
$30.5M +$4.06M +33,713 +19%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$30.4M -$22.7M -188,597 -47%
NCM
22
Nantahala Capital Management
Connecticut
$29.3M -$4.81M -39,945 -16%
FTCM
23
First Trust Capital Management
Illinois
$28.1M +$23.7M +196,725 New
Citigroup
24
Citigroup
New York
$28M +$23.3M +193,717 +9,843%
MTWSIF
25
Mivtachim The Workers Social Insurance Fund
Israel
$27.5M

SODA Hedge Fund Activity: Q3 2018 in Review

171 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SodaStream International Ltd (SODA) for Q3 2018, worth a combined $2.32B — up 98% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SODA positions and 61 closed out — a net gain of 2 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was PSquared Asset Management, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 171 institutional investors held SodaStream International Ltd (SODA) as of Q3 2018, up from 170 in Q2 2018.
  • Funds reported $2.32B of SodaStream International Ltd stock for Q3 2018, up 98% quarter-over-quarter.
  • 63 funds opened new SodaStream International Ltd positions in Q3 2018 and 61 closed out, a net change of +2 holders.
  • The largest SodaStream International Ltd buyer in Q3 2018 was PSquared Asset Management, an estimated $115M added.
  • The largest SodaStream International Ltd seller in Q3 2018 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2018.