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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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21 hedge funds and large institutions have $7.99M invested in Sonic Foundry, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $6.92M → $7.99M (+$1.07M)

11% more funds holding

Funds holding: 19 → 21 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
WealthTrust Axiom
Pennsylvania
+$135K
2
PM
Penbrook Management
New York
+$102K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.3K
4
Renaissance Technologies
Renaissance Technologies
New York
+$26.3K
5
TDC
Thompson Davis & Co
Virginia
+$17.7K

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$3.04K
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
WealthTrust Axiom
Pennsylvania
$4.87M +$135K +13,340 +3%
U
2
UBS
Switzerland
$942K +$8.41K +831 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$564K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$465K +$50.3K +4,974 +13%
Renaissance Technologies
5
Renaissance Technologies
New York
$347K +$26.3K +2,600 +9%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$279K – – –
PM
7
Penbrook Management
New York
$206K +$102K +10,107 +101%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$141K – – –
BFA
9
BlackRock Fund Advisors
California
$80K +$9.02K +891 +14%
BA
10
BlackRock Advisors
Delaware
$24K +$7.09K +701 +46%
BIT
11
BlackRock Institutional Trust
California
$20K -$3.04K -300 -14%
TDC
12
Thompson Davis & Co
Virginia
$19K +$17.7K +1,750 New
TRCT
13
Tower Research Capital (TRC)
New York
$12K +$2.32K +229 +26%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$11K – – –
KT
15
Kanaly Trust
Texas
$5K – – –
Barclays
16
Barclays
United Kingdom
$2K +$2.02K +200 New
Ameriprise
17
Ameriprise
Minnesota
$1K – – –
GC
18
Globeflex Capital
California
$1K +$1.29K +128 New
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$6 -642 Closed
Morgan Stanley
20
Morgan Stanley
New York
– +$71 +7 New

SOFO Hedge Fund Activity: Q1 2014 in Review

21 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Sonic Foundry, Inc. Common Stock (SOFO) for Q1 2014, worth a combined $7.99M — up 16% from $6.92M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SOFO positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was WealthTrust Axiom, adding an estimated $135K. The largest seller was BlackRock Institutional Trust, cutting an estimated $3.04K.

  • 21 institutional investors held Sonic Foundry, Inc. Common Stock (SOFO) as of Q1 2014, up from 19 in Q4 2013.
  • Funds reported $7.99M of Sonic Foundry, Inc. Common Stock stock for Q1 2014, up 16% quarter-over-quarter.
  • 4 funds opened new Sonic Foundry, Inc. Common Stock positions in Q1 2014 and 2 closed out, a net change of +2 holders.
  • The largest Sonic Foundry, Inc. Common Stock buyer in Q1 2014 was WealthTrust Axiom, an estimated $135K added.
  • The largest Sonic Foundry, Inc. Common Stock seller in Q1 2014 was BlackRock Institutional Trust, an estimated $3.04K sold.

Based on aggregated 13F filings for Q1 2014.