We are live on ! Find out more
SOFO

Sonic Foundry, Inc. Common Stock

Delisted

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

21 hedge funds and large institutions have $7.52M invested in Sonic Foundry, Inc. Common Stock in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

5% less funds holding

Funds holding: 2221 (-1)

11% less capital invested

Capital invested by funds: $8.45M → $7.52M (-$927K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WealthTrust Axiom
Pennsylvania
$4.51M +$155K +14,777 +3%
U
2
UBS
Switzerland
$844K -$6.74K -645 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$496K
Vanguard Group
4
Vanguard Group
Pennsylvania
$442K +$2.11K +202 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$321K +$11.5K +1,100 +3%
MHP
6
Manatuck Hill Partners
Connecticut
$255K
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$245K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$128K
PM
9
Penbrook Management
New York
$96K
BFA
10
BlackRock Fund Advisors
California
$67K -$5.47K -523 -7%
TDC
11
Thompson Davis & Co
Virginia
$43K -$62.7K -6,000 -57%
BIT
12
BlackRock Institutional Trust
California
$25K +$7.76K +742 +39%
BA
13
BlackRock Advisors
Delaware
$21K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$9K
BIM
15
BlackRock Investment Management
Delaware
$6K +$993 +95 +16%
KT
16
Kanaly Trust
Texas
$5K
GSC
17
Ground Swell Capital
South Carolina
$5K +$1.66K +159 +47%
Ameriprise
18
Ameriprise
Minnesota
$1K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K +$774 +74 New
Morgan Stanley
20
Morgan Stanley
New York
$1K +$941 +90 +1,286%
TRCT
21
Tower Research Capital (TRC)
New York
-$12.6K -1,205 Closed
GC
22
Globeflex Capital
California
-$1K -106 Closed

SOFO Hedge Fund Activity: Q3 2014 in Review

21 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Sonic Foundry, Inc. Common Stock (SOFO) for Q3 2014, worth a combined $7.52M — down 11% from $8.45M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SOFO and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.

The largest buyer was WealthTrust Axiom, adding an estimated $155K. The largest seller was Thompson Davis & Co, cutting an estimated $62.7K.

  • 21 institutional investors held Sonic Foundry, Inc. Common Stock (SOFO) as of Q3 2014, down from 22 in Q2 2014.
  • Funds reported $7.52M of Sonic Foundry, Inc. Common Stock stock for Q3 2014, down 11% quarter-over-quarter.
  • 1 fund opened new Sonic Foundry, Inc. Common Stock positions in Q3 2014 and 2 closed out, a net change of -1 holder.
  • The largest Sonic Foundry, Inc. Common Stock buyer in Q3 2014 was WealthTrust Axiom, an estimated $155K added.
  • The largest Sonic Foundry, Inc. Common Stock seller in Q3 2014 was Thompson Davis & Co, an estimated $62.7K sold.

Based on aggregated 13F filings for Q3 2014.