Sohu.com
SOHU
115 hedge funds and large institutions have $1.42B invested in Sohu.com in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 17 closing their positions.
135% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 17
25% more funds holding
Funds holding: 92 → 115 (+23)
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
5% more capital invested
Capital invested by funds: $1.35B → $1.42B (+$65.7M)
16% less call options, than puts
Call options by funds: $35.2M | Put options by funds: $42M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$47.3M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$36.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$26.4M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$23M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Coronation Asset Management
Cape Town,
South Africa
|
-$83.3M |
| 2 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$47.2M |
| 3 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
-$43.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$30.9M |
| 5 |
PCM
Prime Capital Management
Hong Kong
|
-$21.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TH
126
Timber Hill
Greenwich,
Connecticut
| – | -$351K | -5,417 | Closed |
|
|
ZIM
127
Zacks Investment Management
Chicago,
Illinois
| – | -$233K | -4,376 | Closed |
|
|
CL
128
CSS LLC
Chicago,
Illinois
| – | -$207K | -3,884 | Closed |
|
|
KAM
129
Kazazian Asset Management
Fort Lauderdale,
Florida
| – | -$156K | -2,924 | Closed |
|
130
Creative Planning
Overland Park,
Kansas
| – | -$65K | -1,224 | Closed |
|
|
PCM
131
Prelude Capital Management
New York
| – | -$47K | -890 | Closed |
|
132
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$32K | -600 | Closed |
|
|
GT
133
Glenmede Trust
Philadelphia,
Pennsylvania
| – | +$2.01K | +31 | New |
|
SOHU Hedge Fund Activity: Q2 2015 in Review
115 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q2 2015, worth a combined $1.42B — up 4.8% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SOHU positions and 17 closed out — a net gain of 23 holders — while 35 added to existing stakes and 28 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $47.3M. The largest seller was Coronation Asset Management, cutting an estimated $83.3M.
- 115 institutional investors held Sohu.com (SOHU) as of Q2 2015, up from 92 in Q1 2015.
- Funds reported $1.42B of Sohu.com stock for Q2 2015, up 4.8% quarter-over-quarter.
- 40 funds opened new Sohu.com positions in Q2 2015 and 17 closed out, a net change of +23 holders.
- The largest Sohu.com buyer in Q2 2015 was Renaissance Technologies, an estimated $47.3M added.
- The largest Sohu.com seller in Q2 2015 was Coronation Asset Management, an estimated $83.3M sold.
Based on aggregated 13F filings for Q2 2015.