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SOHU

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
17
Increased
34
Reduced
37
Closed
25
Calls
$21.9M
Puts
$42.5M
Net Calls
-$20.7M
Net Calls Change
+$8.19M

Top Buyers

1
CAM
Coronation Asset Management
South Africa
+$29.5M
2
State Street
State Street
Massachusetts
+$26.8M
3
OH
Orbis Holdings
Bermuda
+$16.3M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
PCM
Prime Capital Management
Hong Kong
+$13.5M

Top Sellers

1
PIM
Platinum Investment Management
Australia
-$42.6M
2
Invesco
Invesco
Georgia
-$32.9M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$30.4M
4
UBS AM
UBS AM
Illinois
-$18M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OH
1
Orbis Holdings
Bermuda
$405M +$16.3M +278,746 +4%
Macquarie Group
2
Macquarie Group
Australia
$167M +$1.07M +18,398 +0.6%
CAM
3
Coronation Asset Management
South Africa
$121M +$29.5M +505,901 +32%
HIM
4
Hillhouse Investment Management
Cayman Islands
$95.2M – – –
PIM
5
Platinum Investment Management
Australia
$89.5M -$42.6M -731,029 -32%
CIM
6
Contrarius Investment Management
Jersey
$76.4M +$12.5M +213,669 +19%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$64.5M -$519K -8,900 -0.8%
Invesco
8
Invesco
Georgia
$60.2M -$32.9M -563,828 -35%
PCM
9
Prime Capital Management
Hong Kong
$48.6M +$13.5M +231,446 +38%
Citigroup
10
Citigroup
New York
$36.8M +$6.4M +109,751 +21%
Franklin Resources
11
Franklin Resources
California
$35.3M -$2.99M -51,300 -8%
Deutsche Bank
12
Deutsche Bank
Germany
$32.2M +$1.12M +19,165 +4%
Norges Bank
13
Norges Bank
Norway
$31.5M +$15.9M +272,626 +100%
State Street
14
State Street
Massachusetts
$28.8M +$26.8M +459,965 +1,168%
Bank of America
15
Bank of America
North Carolina
$26.1M +$153K +2,627 +0.6%
Morgan Stanley
16
Morgan Stanley
New York
$23.3M -$12.6M -216,708 -35%
AG
17
Ashmore Group
United Kingdom
$23.3M +$2.52M +43,238 +12%
U
18
UBS
Switzerland
$21.1M +$10.6M +182,016 +99%
RFC
19
Russell Frank Company
Washington
$14.9M -$6.6M -113,060 -30%
Goldman Sachs
20
Goldman Sachs
New York
$9.35M +$4.76M +81,519 +101%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.15M -$365K -6,251 -4%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$8.21M -$30.4M -520,612 -79%
SO
23
STRS Ohio
Ohio
$7.38M – – –
Two Sigma Investments
24
Two Sigma Investments
New York
$7.3M +$7.38M +126,556 New
Renaissance Technologies
25
Renaissance Technologies
New York
$7.18M +$7.26M +124,400 New
1
2 3 4 5

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.