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SOFO

Sonic Foundry, Inc. Common Stock
SOFO

Delisted

SOFO was delisted on the 4th of December, 2023.

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16 hedge funds and large institutions have $6.16M invested in Sonic Foundry, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

14% more funds holding

Funds holding: 14 → 16 (+2)

8% less capital invested

Capital invested by funds: $6.71M → $6.16M (-$550K)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
WealthTrust Axiom
Pennsylvania
+$175K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$84.8K
3
U
UBS
Switzerland
+$45.2K
4
Renaissance Technologies
Renaissance Technologies
New York
+$25.3K
5
BFA
BlackRock Fund Advisors
California
+$4.56K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.52K
2
Bank of America
Bank of America
North Carolina
-$28
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
WealthTrust Axiom
Pennsylvania
$3.81M +$175K +18,693 +5%
U
2
UBS
Switzerland
$799K +$45.2K +4,822 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$494K -$5.52K -589 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$346K +$84.8K +9,040 +32%
Renaissance Technologies
5
Renaissance Technologies
New York
$243K +$25.3K +2,700 +11%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$239K – – –
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$124K – – –
BFA
8
BlackRock Fund Advisors
California
$58K +$4.56K +486 +8%
BIT
9
BlackRock Institutional Trust
California
$17K – – –
BA
10
BlackRock Advisors
Delaware
$14K +$3.33K +355 +31%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$9K +$188 +20 +2%
Bank of America
12
Bank of America
North Carolina
$2K -$28 -3 -1%
Ameriprise
13
Ameriprise
Minnesota
$1K +$563 +60 New
TRCT
14
Tower Research Capital (TRC)
New York
$1K +$938 +100 New
Creative Planning
15
Creative Planning
Kansas
– +$281 +30 New

SOFO Hedge Fund Activity: Q3 2013 in Review

16 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sonic Foundry, Inc. Common Stock (SOFO) for Q3 2013, worth a combined $6.16M — down 8.2% from $6.71M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SOFO positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was WealthTrust Axiom, adding an estimated $175K. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.52K.

  • 16 institutional investors held Sonic Foundry, Inc. Common Stock (SOFO) as of Q3 2013, up from 14 in Q2 2013.
  • Funds reported $6.16M of Sonic Foundry, Inc. Common Stock stock for Q3 2013, down 8.2% quarter-over-quarter.
  • 3 funds opened new Sonic Foundry, Inc. Common Stock positions in Q3 2013 and 1 closed out, a net change of +2 holders.
  • The largest Sonic Foundry, Inc. Common Stock buyer in Q3 2013 was WealthTrust Axiom, an estimated $175K added.
  • The largest Sonic Foundry, Inc. Common Stock seller in Q3 2013 was Dimensional Fund Advisors, an estimated $5.52K sold.

Based on aggregated 13F filings for Q3 2013.