Sohu.com
SOHU
90 hedge funds and large institutions have $1.13B invested in Sohu.com in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 13 closing their positions.
17% more capital invested
Capital invested by funds: $972M → $1.13B (+$162M)
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
1% more funds holding
Funds holding: 89 → 90 (+1)
1.1% more ownership
Funds ownership: 63.7% → 64.8% (+1.1%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less call options, than puts
Call options by funds: $7.46M | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$16.5M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$15M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$9.84M |
| 4 |
MAM
Majedie Asset Management
London,
United Kingdom
|
+$8.46M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$31M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$8.81M |
| 3 |
BlackRock
New York
|
-$8.41M |
| 4 |
D.E. Shaw & Co
New York
|
-$4.18M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$3.55M |
SOHU Hedge Fund Activity: Q2 2017 in Review
90 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q2 2017, worth a combined $1.13B — up 17% from $972M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SOHU positions and 13 closed out — a net gain of 1 holder — while 32 added to existing stakes and 28 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $16.5M. The largest seller was Orbis Allan Gray, cutting an estimated $31M.
- 90 institutional investors held Sohu.com (SOHU) as of Q2 2017, up from 89 in Q1 2017.
- Funds reported $1.13B of Sohu.com stock for Q2 2017, up 17% quarter-over-quarter.
- 14 funds opened new Sohu.com positions in Q2 2017 and 13 closed out, a net change of +1 holder.
- The largest Sohu.com buyer in Q2 2017 was Renaissance Technologies, an estimated $16.5M added.
- The largest Sohu.com seller in Q2 2017 was Orbis Allan Gray, an estimated $31M sold.
Based on aggregated 13F filings for Q2 2017.