Sohu.com
SOHU
89 hedge funds and large institutions have $972M invested in Sohu.com in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 14 closing their positions.
15% more capital invested
Capital invested by funds: $842M → $972M (+$130M)
0.44% less ownership
Funds ownership: 64.14% → 63.7% (-0.44%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
5% less funds holding
Funds holding: 94 → 89 (-5)
21% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 33
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
71% less call options, than puts
Call options by funds: $1.93M | Put options by funds: $6.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$31.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.4M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$11M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$9.32M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$23.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$9.63M |
| 3 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$4.47M |
| 4 |
SI
Sensato Investors
San Francisco,
California
|
-$4.02M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.81M |
SOHU Hedge Fund Activity: Q1 2017 in Review
89 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q1 2017, worth a combined $972M — up 15% from $842M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SOHU and 13 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 26 added.
The largest buyer was BlackRock, adding an estimated $31.1M. The largest seller was Coronation Fund Managers, exiting entirely with an estimated $23.5M sold.
- 89 institutional investors held Sohu.com (SOHU) as of Q1 2017, down from 94 in Q4 2016.
- Funds reported $972M of Sohu.com stock for Q1 2017, up 15% quarter-over-quarter.
- 13 funds opened new Sohu.com positions in Q1 2017 and 14 closed out, a net change of -1 holder.
- The largest Sohu.com buyer in Q1 2017 was BlackRock, an estimated $31.1M added.
- The largest Sohu.com seller in Q1 2017 was Coronation Fund Managers, an estimated $23.5M sold.
Based on aggregated 13F filings for Q1 2017.