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SOHU

Sohu.com
SOHU

97 hedge funds and large institutions have $1.32B invested in Sohu.com in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less funds holding

Funds holding: 103 → 97 (-6)

14% less capital invested

Capital invested by funds: $1.53B → $1.32B (-$215M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

49% less call options, than puts

Call options by funds: $25.9M | Put options by funds: $51.2M

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
10
Increased
41
Reduced
32
Closed
16
Calls
$25.9M
Puts
$51.2M
Net Calls
-$25.3M
Net Calls Change
-$4.61M

Top Buyers

1
CAM
Coronation Asset Management
South Africa
+$33M
2
OH
Orbis Holdings
Bermuda
+$16M
3
Macquarie Group
Macquarie Group
Australia
+$10.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.18M

Top Sellers

1
PIM
Platinum Investment Management
Australia
-$38.4M
2
PCM
Prime Capital Management
Hong Kong
-$25.8M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.5M
4
Norges Bank
Norges Bank
Norway
-$13.4M
5
Bank of America
Bank of America
North Carolina
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
OH
1
Orbis Holdings
Bermuda
$367M +$16M +283,833 +4%
Macquarie Group
2
Macquarie Group
Australia
$155M +$10.9M +193,300 +7%
CAM
3
Coronation Asset Management
South Africa
$134M +$33M +584,354 +28%
HIM
4
Hillhouse Investment Management
Cayman Islands
$82.9M – – –
CIM
5
Contrarius Investment Management
Jersey
$69.9M +$3.88M +68,696 +5%
Invesco
6
Invesco
Georgia
$52.6M +$162K +2,873 +0.3%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$44.2M -$13.5M -238,700 -21%
PIM
8
Platinum Investment Management
Australia
$43.9M -$38.4M -678,948 -44%
Citigroup
9
Citigroup
New York
$32.1M +$53K +937 +0.1%
Franklin Resources
10
Franklin Resources
California
$30M -$786K -13,900 -2%
Deutsche Bank
11
Deutsche Bank
Germany
$28.2M +$127K +2,241 +0.4%
State Street
12
State Street
Massachusetts
$23.5M -$1.73M -30,589 -6%
U
13
UBS
Switzerland
$23.4M +$5.65M +99,883 +27%
PCM
14
Prime Capital Management
Hong Kong
$19.4M -$25.8M -455,772 -54%
Morgan Stanley
15
Morgan Stanley
New York
$19.1M -$1.34M -23,741 -6%
Norges Bank
16
Norges Bank
Norway
$15.5M -$13.4M -237,240 -44%
Bank of America
17
Bank of America
North Carolina
$15.1M -$8.54M -151,098 -33%
AG
18
Ashmore Group
United Kingdom
$14.5M -$6.49M -114,839 -28%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$12.5M +$9.18M +162,330 +189%
RFC
20
Russell Frank Company
Washington
$12.4M -$907K -16,040 -6%
Goldman Sachs
21
Goldman Sachs
New York
$11.9M +$4.18M +73,933 +46%
CS
22
Credit Suisse
Switzerland
$10.3M +$8.68M +153,597 +295%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$8.95M +$10.1M +178,239 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.83M -$148K -2,612 -2%
SO
25
STRS Ohio
Ohio
$6.43M – – –
1
2 3 4 5

SOHU Hedge Fund Activity: Q3 2014 in Review

97 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q3 2014, worth a combined $1.32B — down 14% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SOHU and 10 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was Coronation Asset Management, adding an estimated $33M. The largest seller was Platinum Investment Management, cutting an estimated $38.4M.

  • 97 institutional investors held Sohu.com (SOHU) as of Q3 2014, down from 103 in Q2 2014.
  • Funds reported $1.32B of Sohu.com stock for Q3 2014, down 14% quarter-over-quarter.
  • 10 funds opened new Sohu.com positions in Q3 2014 and 16 closed out, a net change of -6 holders.
  • The largest Sohu.com buyer in Q3 2014 was Coronation Asset Management, an estimated $33M added.
  • The largest Sohu.com seller in Q3 2014 was Platinum Investment Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q3 2014.