Sohu.com
SOHU
136 hedge funds and large institutions have $2.02B invested in Sohu.com in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 27 closing their positions.
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
37% more capital invested
Capital invested by funds: $1.47B → $2.02B (+$548M)
15% more funds holding
Funds holding: 118 → 136 (+18)
11% more call options, than puts
Call options by funds: $137M | Put options by funds: $123M
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$80.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36.9M |
| 4 |
Citigroup
New York
|
+$25.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$61.2M |
| 2 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$51.3M |
| 3 |
Alkeon Capital Management
New York
|
-$44.1M |
| 4 |
SLC
Snow Lake Capital
Central,
Hong Kong
|
-$21.1M |
| 5 |
Morgan Stanley
New York
|
-$19.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GH
151
GAM Holding
Zurich,
Switzerland
| – | -$493K | -8,000 | Closed |
|
|
CA
152
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| – | -$272K | -4,420 | Closed |
|
|
PRCM
153
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$263K | -4,000 | Closed |
|
|
GIA
154
Gargoyle Investment Advisor
Englewood,
New Jersey
| – | -$222K | -3,604 | Closed |
|
155
US Bancorp
Minneapolis,
Minnesota
| – | -$191K | -3,105 | Closed |
|
156
Parallax Volatility Advisers
San Francisco,
California
| – | -$87.9K | -1,339 | Closed |
|
|
NES
157
New England Securities
New York
| – | -$35K | -562 | Closed |
|
|
ECM
158
ETrade Capital Management
Arlington,
Virginia
| – | -$17K | -275 | Closed |
|
|
ST
159
Spot Trading
Chicago,
Illinois
| – | -$6.7K | -102 | Closed |
|
|
WA
160
WFG Advisors
Dallas,
Texas
| – | -$4K | -70 | Closed |
|
|
JFA
161
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$4K | -60 | Closed |
|
|
MC
162
Maplelane Capital
New York
| – | +$66 | +1 | New |
|
SOHU Hedge Fund Activity: Q3 2013 in Review
136 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q3 2013, worth a combined $2.02B — up 37% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SOHU positions and 27 closed out — a net gain of 20 holders — while 39 added to existing stakes and 39 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $105M. The largest seller was Platinum Investment Management, cutting an estimated $61.2M.
- 136 institutional investors held Sohu.com (SOHU) as of Q3 2013, up from 118 in Q2 2013.
- Funds reported $2.02B of Sohu.com stock for Q3 2013, up 37% quarter-over-quarter.
- 47 funds opened new Sohu.com positions in Q3 2013 and 27 closed out, a net change of +20 holders.
- The largest Sohu.com buyer in Q3 2013 was Fidelity Investments, an estimated $105M added.
- The largest Sohu.com seller in Q3 2013 was Platinum Investment Management, an estimated $61.2M sold.
Based on aggregated 13F filings for Q3 2013.