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SOFO

Sonic Foundry, Inc. Common Stock

Delisted

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

22 hedge funds and large institutions have $8.45M invested in Sonic Foundry, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more capital invested

Capital invested by funds: $7.99M → $8.45M (+$453K)

5% more funds holding

Funds holding: 2122 (+1)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WealthTrust Axiom
Pennsylvania
$4.96M +$84.6K +7,985 +2%
U
2
UBS
Switzerland
$967K +$23.8K +2,243 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$563K
Vanguard Group
4
Vanguard Group
Pennsylvania
$499K +$35.1K +3,312 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$353K +$5.3K +500 +2%
MHP
6
Manatuck Hill Partners
Connecticut
$290K +$286K +27,000 New
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$279K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$145K
TDC
9
Thompson Davis & Co
Virginia
$110K +$92.8K +8,750 +500%
PM
10
Penbrook Management
New York
$109K -$106K -10,007 -50%
BFA
11
BlackRock Fund Advisors
California
$82K +$2.29K +216 +3%
BA
12
BlackRock Advisors
Delaware
$24K
BIT
13
BlackRock Institutional Trust
California
$20K
TRCT
14
Tower Research Capital (TRC)
New York
$13K +$933 +88 +8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$11K
BIM
16
BlackRock Investment Management
Delaware
$6K +$6.16K +581 New
KT
17
Kanaly Trust
Texas
$5K
GSC
18
Ground Swell Capital
South Carolina
$4K +$3.62K +341 New
GC
19
Globeflex Capital
California
$1K -$233 -22 -17%
Ameriprise
20
Ameriprise
Minnesota
$1K
Barclays
21
Barclays
United Kingdom
-$2K -200 Closed

SOFO Hedge Fund Activity: Q2 2014 in Review

22 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Sonic Foundry, Inc. Common Stock (SOFO) for Q2 2014, worth a combined $8.45M — up 5.7% from $7.99M a quarter earlier.

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

The largest buyer was Manatuck Hill Partners, opening a new position worth an estimated $286K. The largest seller was Penbrook Management, cutting an estimated $106K.

  • 22 institutional investors held Sonic Foundry, Inc. Common Stock (SOFO) as of Q2 2014, up from 21 in Q1 2014.
  • Funds reported $8.45M of Sonic Foundry, Inc. Common Stock stock for Q2 2014, up 5.7% quarter-over-quarter.
  • 3 funds opened new Sonic Foundry, Inc. Common Stock positions in Q2 2014 and 2 closed out, a net change of +1 holder.
  • The largest Sonic Foundry, Inc. Common Stock buyer in Q2 2014 was Manatuck Hill Partners, an estimated $286K added.
  • The largest Sonic Foundry, Inc. Common Stock seller in Q2 2014 was Penbrook Management, an estimated $106K sold.

Based on aggregated 13F filings for Q2 2014.