We are live on ! Find out more
SOHU

Sohu.com
SOHU

79 hedge funds and large institutions have $472M invested in Sohu.com in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $20.8M

5.38% less ownership

Funds ownership: 66.32% → 60.94% (-5.4%)

10% less funds holding

Funds holding: 88 → 79 (-9)

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

49% less capital invested

Capital invested by funds: $916M → $472M (-$445M)

Holders
79
Holders Change
-9
Holders Change %
-10.23%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
23
Reduced
34
Closed
20
Calls
$25.7M
Puts
$20.8M
Net Calls
+$4.9M
Net Calls Change
-$142M

Top Buyers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$10.4M
2
TC
Tairen Capital
Hong Kong
+$6.63M
3
CRC
Curi RMB Capital
Illinois
+$5.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.98M
5
Barclays
Barclays
United Kingdom
+$3.28M

Top Sellers

1
PIM
Platinum Investment Management
Australia
-$31.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$21M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.87M
4
UBS Group
UBS Group
Switzerland
-$4.88M
5
BlackRock
BlackRock
New York
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$80.9M +$27.9K +1,100 +0%
OAG
2
Orbis Allan Gray
Bermuda
$63.7M -$50K -1,969 -0.1%
BlackRock
3
BlackRock
New York
$43.8M -$3.93M -154,978 -7%
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.5M +$10.4M +408,331 +27%
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M -$9.87M -389,000 -17%
FI
6
Fosun International
China
$23.1M -$3.03M -119,329 -9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$20.6M +$1.1M +43,260 +4%
Invesco
8
Invesco
Georgia
$16.3M -$1.36M -53,585 -6%
HIM
9
Hillhouse Investment Management
Cayman Islands
$15.9M – – –
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$14.1M +$131K +5,159 +0.7%
Norges Bank
11
Norges Bank
Norway
$11.2M -$2.98M -117,577 -17%
KFA
12
Krane Funds Advisors
New York
$10.1M +$2.78M +109,734 +27%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$6.44M -$1.08M -42,692 -12%
Goldman Sachs
14
Goldman Sachs
New York
$5.64M -$1.17M -45,960 -14%
MCP
15
Maso Capital Partners
Hong Kong
$5.35M -$132K -5,200 -2%
TC
16
Tairen Capital
Hong Kong
$5.2M +$6.63M +261,375 New
RGI
17
River Global Investors
United Kingdom
$4.7M +$1.15M +45,454 +24%
CRC
18
Curi RMB Capital
Illinois
$4.62M +$5.9M +232,365 New
Citigroup
19
Citigroup
New York
$4.12M -$1.05M -41,327 -17%
Morgan Stanley
20
Morgan Stanley
New York
$3.94M -$2.23M -87,873 -31%
State Street
21
State Street
Massachusetts
$3.92M -$770K -30,345 -13%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$3.9M +$4.98M +196,240 New
SO
23
STRS Ohio
Ohio
$3.68M – – –
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.62M +$807K +31,800 +21%
Barclays
25
Barclays
United Kingdom
$3.41M +$3.28M +129,063 +304%
1
2 3 4

SOHU Hedge Fund Activity: Q3 2018 in Review

79 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q3 2018, worth a combined $472M — down 49% from $916M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SOHU and 13 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 23 added.

The largest buyer was Public Sector Pension Investment Board (PSP Investments), adding an estimated $10.4M. The largest seller was Platinum Investment Management, exiting entirely with an estimated $31.2M sold.

  • 79 institutional investors held Sohu.com (SOHU) as of Q3 2018, down from 88 in Q2 2018.
  • Funds reported $472M of Sohu.com stock for Q3 2018, down 49% quarter-over-quarter.
  • 13 funds opened new Sohu.com positions in Q3 2018 and 20 closed out, a net change of -7 holders.
  • The largest Sohu.com buyer in Q3 2018 was Public Sector Pension Investment Board (PSP Investments), an estimated $10.4M added.
  • The largest Sohu.com seller in Q3 2018 was Platinum Investment Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2018.