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SOHU

Sohu.com

98 hedge funds and large institutions have $1.12B invested in Sohu.com in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.1B → $1.12B (+$24.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 10698 (-8)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

36% less call options, than puts

Call options by funds: $12M | Put options by funds: $18.7M

Holders
98
Holders Change
-8
Holders Change %
-7.55%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
31
Reduced
36
Closed
23
Calls
$12M
Puts
$18.7M
Net Calls
-$6.7M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$285M +$2.63M +65,088 +1%
Macquarie Group
2
Macquarie Group
Australia
$166M -$148M -3,663,755 -49%
Renaissance Technologies
3
Renaissance Technologies
New York
$86.7M +$12.3M +305,417 +18%
FI
4
Fosun International
China
$82.1M
HIM
5
Hillhouse Investment Management
Cayman Islands
$73M
CFM
6
Coronation Fund Managers
South Africa
$49.4M -$2.55M -63,213 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
7
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.5M +$12.4M +305,746 +71%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$25M +$3.67M +90,795 +19%
EA
9
Emerald Acquisition
Washington
$22.1M -$1.64M -40,713 -8%
Invesco
10
Invesco
Georgia
$20.9M -$604K -14,939 -3%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$20.5M -$1.54M -38,112 -8%
Norges Bank
12
Norges Bank
Norway
$15.7M +$982K +24,300 +7%
BIT
13
BlackRock Institutional Trust
California
$15.5M -$2.95M -72,993 -17%
CIM
14
Contrarius Investment Management
Jersey
$13.9M +$563K +13,946 +5%
Bank of America
15
Bank of America
North Carolina
$13.5M -$250K -6,179 -2%
JGC
16
J. Goldman & Co
New York
$12.9M +$11.8M +291,900 New
Franklin Resources
17
Franklin Resources
California
$12.9M
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$12M +$3.05M +75,407 +39%
GAM
19
Greenwoods Asset Management
Cayman Islands
$10.1M -$1.78M -44,000 -22%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$10.1M -$2.35M -58,193 -20%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$9.69M -$1.6M -39,600 -15%
Morgan Stanley
22
Morgan Stanley
New York
$8.89M -$5.84M -144,435 -42%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$8.31M +$1.05M +25,974 +16%
Deutsche Bank
24
Deutsche Bank
Germany
$8.3M -$10.7M -264,452 -59%
BIM
25
Bogle Investment Management
Massachusetts
$8.04M -$876K -21,673 -11%

SOHU Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q3 2016, worth a combined $1.12B — up 2.2% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SOHU and 15 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 31 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $12.4M. The largest seller was Macquarie Group, cutting an estimated $148M.

  • 98 institutional investors held Sohu.com (SOHU) as of Q3 2016, down from 106 in Q2 2016.
  • Funds reported $1.12B of Sohu.com stock for Q3 2016, up 2.2% quarter-over-quarter.
  • 15 funds opened new Sohu.com positions in Q3 2016 and 23 closed out, a net change of -8 holders.
  • The largest Sohu.com buyer in Q3 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $12.4M added.
  • The largest Sohu.com seller in Q3 2016 was Macquarie Group, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2016.