Sohu.com
SOHU
79 hedge funds and large institutions have $472M invested in Sohu.com in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more call options, than puts
Call options by funds: $25.7M | Put options by funds: $20.8M
5.38% less ownership
Funds ownership: 66.32% → 60.94% (-5.4%)
10% less funds holding
Funds holding: 88 → 79 (-9)
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
49% less capital invested
Capital invested by funds: $916M → $472M (-$445M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$10.4M |
| 2 |
TC
Tairen Capital
Hong Kong
|
+$6.63M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$5.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$4.98M |
| 5 |
Barclays
London,
United Kingdom
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$31.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21M |
| 3 |
Renaissance Technologies
New York
|
-$9.87M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.88M |
| 5 |
BlackRock
New York
|
-$3.93M |
SOHU Hedge Fund Activity: Q3 2018 in Review
79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q3 2018, worth a combined $472M — down 49% from $916M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SOHU and 13 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 23 added.
The largest buyer was Public Sector Pension Investment Board (PSP Investments), adding an estimated $10.4M. The largest seller was Platinum Investment Management, exiting entirely with an estimated $31.2M sold.
- 79 institutional investors held Sohu.com (SOHU) as of Q3 2018, down from 88 in Q2 2018.
- Funds reported $472M of Sohu.com stock for Q3 2018, down 49% quarter-over-quarter.
- 13 funds opened new Sohu.com positions in Q3 2018 and 20 closed out, a net change of -7 holders.
- The largest Sohu.com buyer in Q3 2018 was Public Sector Pension Investment Board (PSP Investments), an estimated $10.4M added.
- The largest Sohu.com seller in Q3 2018 was Platinum Investment Management, an estimated $31.2M sold.
Based on aggregated 13F filings for Q3 2018.