Sohu.com
SOHU
86 hedge funds and large institutions have $162M invested in Sohu.com in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
44% more capital invested
Capital invested by funds: $112M → $162M (+$49.4M)
18% more funds holding
Funds holding: 73 → 86 (+13)
1.2% less ownership
Funds ownership: 45.88% → 44.68% (-1.2%)
12% less call options, than puts
Call options by funds: $2.09M | Put options by funds: $2.36M
23% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$7.67M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.19M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.45M |
| 4 |
D.E. Shaw & Co
New York
|
+$1.11M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$12.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.17M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$1.14M |
| 4 |
Two Sigma Investments
New York
|
-$933K |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$748K |
SOHU Hedge Fund Activity: Q2 2020 in Review
86 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q2 2020, worth a combined $162M — up 44% from $112M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SOHU positions and 10 closed out — a net gain of 13 holders — while 20 added to existing stakes and 26 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $7.67M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $12.5M sold.
- 86 institutional investors held Sohu.com (SOHU) as of Q2 2020, up from 73 in Q1 2020.
- Funds reported $162M of Sohu.com stock for Q2 2020, up 44% quarter-over-quarter.
- 23 funds opened new Sohu.com positions in Q2 2020 and 10 closed out, a net change of +13 holders.
- The largest Sohu.com buyer in Q2 2020 was Acadian Asset Management, an estimated $7.67M added.
- The largest Sohu.com seller in Q2 2020 was Orbis Allan Gray, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2020.