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SOHU

Sohu.com
SOHU

108 hedge funds and large institutions have $2.07B invested in Sohu.com in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $2.02B → $2.07B (+$49.9M)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

13% less call options, than puts

Call options by funds: $76M | Put options by funds: $87.1M

21% less funds holding

Funds holding: 136 → 108 (-28)

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

51% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 49

Holders
108
Holders Change
-28
Holders Change %
-20.59%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
24
Increased
36
Reduced
37
Closed
49
Calls
$76M
Puts
$87.1M
Net Calls
-$11.1M
Net Calls Change
-$24.7M

Top Buyers

1
PIM
Platinum Investment Management
Australia
+$156M
2
CIM
Contrarius Investment Management
Jersey
+$57.7M
3
PCM
Prime Capital Management
Hong Kong
+$47.6M
4
Invesco
Invesco
Georgia
+$41.3M
5
HIM
Hillhouse Investment Management
Cayman Islands
+$39.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$44.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$28.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.3M
5
Millennium Management
Millennium Management
New York
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OH
1
Orbis Holdings
Bermuda
$456M +$696K +9,757 +0.2%
Macquarie Group
2
Macquarie Group
Australia
$203M +$27M +378,378 +16%
PIM
3
Platinum Investment Management
Australia
$201M +$156M +2,191,532 +390%
HIM
4
Hillhouse Investment Management
Cayman Islands
$120M +$39.5M +552,984 +50%
Invesco
5
Invesco
Georgia
$120M +$41.3M +578,235 +54%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$93.1M -$23.3M -326,900 -20%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$83.3M +$13.7M +191,514 +20%
CIM
8
Contrarius Investment Management
Jersey
$81.8M +$57.7M +808,120 +258%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$73.5M -$21M -295,012 -23%
Franklin Resources
10
Franklin Resources
California
$59.7M +$16.9M +237,218 +41%
PCM
11
Prime Capital Management
Hong Kong
$48.7M +$47.6M +667,600 New
Deutsche Bank
12
Deutsche Bank
Germany
$43.2M +$28.2M +395,702 +201%
Citigroup
13
Citigroup
New York
$40.8M +$8.7M +121,912 +28%
RFC
14
Russell Frank Company
Washington
$40.4M +$3.24M +45,425 +9%
Morgan Stanley
15
Morgan Stanley
New York
$38.6M -$589K -8,254 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$36.8M +$3.61M +50,564 +11%
Bank of America
17
Bank of America
North Carolina
$36.7M +$5.15M +72,148 +17%
AG
18
Ashmore Group
United Kingdom
$26.8M -$4.52M -63,400 -15%
UBS AM
19
UBS AM
Illinois
$20M -$3.17M -44,500 -14%
Norges Bank
20
Norges Bank
Norway
$19.9M – – –
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$18.4M +$1.78M +25,000 +11%
U
22
UBS
Switzerland
$15.1M +$14.2M +198,345 +2,444%
CS
23
Credit Suisse
Switzerland
$13.9M -$59.6K -835 -0.4%
CBOA
24
Commonwealth Bank of Australia
Australia
$12.8M +$7.92M +111,000 +173%
Goldman Sachs
25
Goldman Sachs
New York
$12M -$2.32M -32,559 -16%
1
2 3 4 5

SOHU Hedge Fund Activity: Q4 2013 in Review

108 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q4 2013, worth a combined $2.07B — up 2.5% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SOHU and 24 opened new positions — a net loss of 25 holders — while 37 trimmed existing stakes and 36 added.

The largest buyer was Platinum Investment Management, adding an estimated $156M. The largest seller was Fidelity International, exiting entirely with an estimated $49.2M sold.

  • 108 institutional investors held Sohu.com (SOHU) as of Q4 2013, down from 136 in Q3 2013.
  • Funds reported $2.07B of Sohu.com stock for Q4 2013, up 2.5% quarter-over-quarter.
  • 24 funds opened new Sohu.com positions in Q4 2013 and 49 closed out, a net change of -25 holders.
  • The largest Sohu.com buyer in Q4 2013 was Platinum Investment Management, an estimated $156M added.
  • The largest Sohu.com seller in Q4 2013 was Fidelity International, an estimated $49.2M sold.

Based on aggregated 13F filings for Q4 2013.