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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Coronation Asset Management
Cape Town,
South Africa
|
+$29.5M |
| 2 |
State Street
Boston,
Massachusetts
|
+$26.8M |
| 3 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
+$16.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$15.9M |
| 5 |
PCM
Prime Capital Management
Hong Kong
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$42.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$32.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$30.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$18M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
AllianceBernstein
Nashville,
Tennessee
| – | -$7K | -106 | Closed |
|
127
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -46 | Closed |
|
|
S
128
SignatureFD
Atlanta,
Georgia
| – | -$1K | -14 | Closed |
|
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.