Sohu.com
SOHU
73 hedge funds and large institutions have $112M invested in Sohu.com in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 19 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
7.25% less ownership
Funds ownership: 53.13% → 45.88% (-7.3%)
13% less funds holding
Funds holding: 84 → 73 (-11)
37% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $1.73M
52% less capital invested
Capital invested by funds: $233M → $112M (-$121M)
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.28M |
| 2 |
Renaissance Technologies
New York
|
+$3.19M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$776K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$683K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$676K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.62M |
| 2 |
RGI
River Global Investors
London,
United Kingdom
|
-$6.42M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$4.32M |
| 4 |
D.E. Shaw & Co
New York
|
-$4.19M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.52M |
SOHU Hedge Fund Activity: Q1 2020 in Review
73 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q1 2020, worth a combined $112M — down 52% from $233M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SOHU and 8 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 29 added.
The largest buyer was Acadian Asset Management, adding an estimated $4.28M. The largest seller was Invesco, cutting an estimated $7.62M.
- 73 institutional investors held Sohu.com (SOHU) as of Q1 2020, down from 84 in Q4 2019.
- Funds reported $112M of Sohu.com stock for Q1 2020, down 52% quarter-over-quarter.
- 8 funds opened new Sohu.com positions in Q1 2020 and 19 closed out, a net change of -11 holders.
- The largest Sohu.com buyer in Q1 2020 was Acadian Asset Management, an estimated $4.28M added.
- The largest Sohu.com seller in Q1 2020 was Invesco, an estimated $7.62M sold.
Based on aggregated 13F filings for Q1 2020.