Sohu.com
SOHU
97 hedge funds and large institutions have $1.32B invested in Sohu.com in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less funds holding
Funds holding: 103 → 97 (-6)
14% less capital invested
Capital invested by funds: $1.53B → $1.32B (-$215M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
49% less call options, than puts
Call options by funds: $25.9M | Put options by funds: $51.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Coronation Asset Management
Cape Town,
South Africa
|
+$33M |
| 2 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
+$16M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$10.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$38.4M |
| 2 |
PCM
Prime Capital Management
Hong Kong
|
-$25.8M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$13.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$13.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.54M |
SOHU Hedge Fund Activity: Q3 2014 in Review
97 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q3 2014, worth a combined $1.32B — down 14% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SOHU and 10 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 41 added.
The largest buyer was Coronation Asset Management, adding an estimated $33M. The largest seller was Platinum Investment Management, cutting an estimated $38.4M.
- 97 institutional investors held Sohu.com (SOHU) as of Q3 2014, down from 103 in Q2 2014.
- Funds reported $1.32B of Sohu.com stock for Q3 2014, down 14% quarter-over-quarter.
- 10 funds opened new Sohu.com positions in Q3 2014 and 16 closed out, a net change of -6 holders.
- The largest Sohu.com buyer in Q3 2014 was Coronation Asset Management, an estimated $33M added.
- The largest Sohu.com seller in Q3 2014 was Platinum Investment Management, an estimated $38.4M sold.
Based on aggregated 13F filings for Q3 2014.