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SOHU

Sohu.com
SOHU

103 hedge funds and large institutions have $1.53B invested in Sohu.com in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

8% less funds holding

Funds holding: 112 → 103 (-9)

14% less capital invested

Capital invested by funds: $1.79B → $1.53B (-$255M)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

49% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $42.5M

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
17
Increased
34
Reduced
37
Closed
25
Calls
$21.9M
Puts
$42.5M
Net Calls
-$20.7M
Net Calls Change
+$8.19M

Top Buyers

Rank Fund Capital Flow
1
CAM
Coronation Asset Management
South Africa
+$29.5M
2
State Street
State Street
Massachusetts
+$26.8M
3
OH
Orbis Holdings
Bermuda
+$16.3M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
PCM
Prime Capital Management
Hong Kong
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
PIM
Platinum Investment Management
Australia
-$42.6M
2
Invesco
Invesco
Georgia
-$32.9M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$30.4M
4
UBS AM
UBS AM
Illinois
-$18M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$6.89M +$450K +7,709 +7%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$6.77M +$1.01M +17,284 +17%
PPA
28
Parametric Portfolio Associates
Washington
$6.25M +$388K +6,652 +7%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.95M -$8.67M -148,535 -63%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$4.45M +$35K +600 +0.8%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$4.3M -$1.53M -26,272 -26%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$4.24M +$4.29M +73,507 New
DCM
33
Dupont Capital Management
Delaware
$4.21M +$2.47M +42,400 +139%
CS
34
Credit Suisse
Switzerland
$3.01M -$4.41M -75,645 -59%
CSS
35
Cubist Systematic Strategies
Connecticut
$2.95M +$2.98M +51,071 New
SIM
36
Spark Investment Management
New York
$2.78M +$543K +9,300 +24%
IMS
37
Index Management Solutions
Pennsylvania
$2.7M +$354K +6,069 +15%
GAAM
38
Guinness Atkinson Asset Management
California
$2.6M – – –
CCIA
39
Campbell & Co Investment Adviser
Maryland
$2.34M +$2.37M +40,604 New
GC
40
Guggenheim Capital
Illinois
$2.09M -$709K -12,156 -25%
Northern Trust
41
Northern Trust
Illinois
$1.69M -$887K -15,200 -34%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.39M -$2.3M -39,431 -62%
Barclays
43
Barclays
United Kingdom
$1.32M +$454K +7,790 +50%
Capital Fund Management (CFM)
44
Capital Fund Management (CFM)
France
$1.24M +$388K +6,658 +45%
RJA
45
Raymond James & Associates
Florida
$1.23M +$196K +3,355 +19%
QT
46
Quantbot Technologies
New York
$855K +$688K +11,801 +389%
GXMC
47
Global X Management Company
New York
$819K +$229K +3,921 +38%
Aviva
48
Aviva
United Kingdom
$804K -$1.17M -19,990 -59%
OA
49
Oak Associates
Ohio
$798K – – –
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$767K +$309K +5,300 +66%
1
2
3 4 5

SOHU Hedge Fund Activity: Q2 2014 in Review

103 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q2 2014, worth a combined $1.53B — down 14% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SOHU and 17 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 34 added.

The largest buyer was Coronation Asset Management, adding an estimated $29.5M. The largest seller was Platinum Investment Management, cutting an estimated $42.6M.

  • 103 institutional investors held Sohu.com (SOHU) as of Q2 2014, down from 112 in Q1 2014.
  • Funds reported $1.53B of Sohu.com stock for Q2 2014, down 14% quarter-over-quarter.
  • 17 funds opened new Sohu.com positions in Q2 2014 and 25 closed out, a net change of -8 holders.
  • The largest Sohu.com buyer in Q2 2014 was Coronation Asset Management, an estimated $29.5M added.
  • The largest Sohu.com seller in Q2 2014 was Platinum Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q2 2014.