51Talk Online Education Group
COE
11 hedge funds and large institutions have $92.6M invested in 51Talk Online Education Group in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
8% more capital invested
Capital invested by funds: $85.3M → $92.6M (+$7.25M)
0.29% less ownership
Funds ownership: 2.4% → 2.11% (-0.29%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
+$187K |
| 2 |
ICP
Indus Capital Partners
New York
|
+$124K |
| 3 |
Morgan Stanley
New York
|
+$60K |
| 4 |
JP Morgan Chase
New York
|
+$9.12K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
|
-$4.89M |
| 2 |
JC
Joho Capital
New York
|
-$4.1M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$1.52M |
| 4 |
GPCM
Granite Point Capital Management
Boston,
Massachusetts
|
-$232K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DHRFI
1
DCM Hybrid RMB Fund International
Menlo Park,
California
| $75.2M | – | – | – |
|
2
Fidelity International
Hamilton,
Bermuda
| $15.2M | – | – | – |
|
|
3
Fidelity Investments
Boston,
Massachusetts
| $858K | -$14.9K | -249 | -2% |
|
|
GPCM
4
Granite Point Capital Management
Boston,
Massachusetts
| $517K | -$232K | -3,863 | -37% |
|
|
ICP
5
Indus Capital Partners
New York
| $439K | +$124K | +2,069 | +45% |
|
|
SPM
6
Symmetry Peak Management
Radnor,
Pennsylvania
| $240K | +$187K | +3,125 | New |
|
|
7
Morgan Stanley
New York
| $77K | +$60K | +1,000 | New |
|
8
Acadian Asset Management
Boston,
Massachusetts
| $32K | – | – | – |
|
|
9
JP Morgan Chase
New York
| $12K | +$9.12K | +152 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| $5K | +$3.72K | +62 | New |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $2K | +$1.5K | +25 | New |
|
|
ACM
12
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| – | -$4.89M | -78,613 | Closed |
|
|
JC
13
Joho Capital
New York
| – | -$4.1M | -65,875 | Closed |
|
|
OAM
14
Oberweis Asset Management
Lisle,
Illinois
| – | -$1.52M | -24,453 | Closed |
|
COE Hedge Fund Activity: Q1 2017 in Review
11 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in 51Talk Online Education Group (COE) for Q1 2017, worth a combined $92.6M — up 8.5% from $85.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new COE positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Symmetry Peak Management, opening a new position worth an estimated $187K. The largest seller was Ariose Capital Management, exiting entirely with an estimated $4.89M sold.
- 11 institutional investors held 51Talk Online Education Group (COE) as of Q1 2017, up from 9 in Q4 2016.
- Funds reported $92.6M of 51Talk Online Education Group stock for Q1 2017, up 8.5% quarter-over-quarter.
- 5 funds opened new 51Talk Online Education Group positions in Q1 2017 and 3 closed out, a net change of +2 holders.
- The largest 51Talk Online Education Group buyer in Q1 2017 was Symmetry Peak Management, an estimated $187K added.
- The largest 51Talk Online Education Group seller in Q1 2017 was Ariose Capital Management, an estimated $4.89M sold.
Based on aggregated 13F filings for Q1 2017.