Sohu.com
SOHU
101 hedge funds and large institutions have $781M invested in Sohu.com in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 22 closing their positions.
202% more call options, than puts
Call options by funds: $34.4M | Put options by funds: $11.4M
96% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.81% less ownership
Funds ownership: 65.77% → 64.96% (-0.81%)
7% less funds holding
Funds holding: 109 → 101 (-8)
29% less capital invested
Capital invested by funds: $1.1B → $781M (-$324M)
36% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
+$30.6M |
| 2 |
BlackRock
New York
|
+$22.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14M |
| 4 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$13.5M |
| 5 |
FI
Fosun International
Hong Kong,
China
|
+$9.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$44.1M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$19.7M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$14.9M |
| 4 |
Millennium Management
New York
|
-$14.1M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$13.3M |
SOHU Hedge Fund Activity: Q1 2018 in Review
101 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q1 2018, worth a combined $781M — down 29% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of SOHU and 14 opened new positions — a net loss of 8 holders — while 25 trimmed existing stakes and 49 added.
The largest buyer was Hillhouse Investment Management, opening a new position worth an estimated $30.6M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $44.1M sold.
- 101 institutional investors held Sohu.com (SOHU) as of Q1 2018, down from 109 in Q4 2017.
- Funds reported $781M of Sohu.com stock for Q1 2018, down 29% quarter-over-quarter.
- 14 funds opened new Sohu.com positions in Q1 2018 and 22 closed out, a net change of -8 holders.
- The largest Sohu.com buyer in Q1 2018 was Hillhouse Investment Management, an estimated $30.6M added.
- The largest Sohu.com seller in Q1 2018 was Arrowstreet Capital, an estimated $44.1M sold.
Based on aggregated 13F filings for Q1 2018.