51Talk Online Education Group
COE
10 hedge funds and large institutions have $147M invested in 51Talk Online Education Group in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
942% more capital invested
Capital invested by funds: $14.1M → $147M (+$133M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
1.09% more ownership
Funds ownership: 0.43% → 1.53% (+1.1%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
HSG Holding
Na,
Hong Kong
|
+$68.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.74M |
| 3 |
Renaissance Technologies
New York
|
+$1.32M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$730K |
| 5 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Indus Capital Partners
New York
|
-$1.3M |
| 2 |
Morgan Stanley
New York
|
-$463K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HH
1
HSG Holding
Na,
Hong Kong
| $98.6M | +$68.9M | +849,671 | New |
|
2
Fidelity International
Hamilton,
Bermuda
| $22.7M | – | – | – |
|
|
SCH
3
Sylebra Capital (HK)
Hong Kong
| $9.19M | +$701K | +8,641 | +12% |
|
|
ICP
4
Indus Capital Partners
New York
| $6.78M | -$1.3M | -16,084 | -22% |
|
|
CS
5
Credit Suisse
Zurich,
Switzerland
| $5.35M | +$3.74M | +46,125 | New |
|
|
6
Renaissance Technologies
New York
| $2.96M | +$1.32M | +16,250 | +176% |
|
|
PCM
7
Portolan Capital Management
Boston,
Massachusetts
| $1.04M | +$730K | +8,999 | New |
|
8
HSBC Holdings
London,
United Kingdom
| $357K | – | – | – |
|
9
Barclays
London,
United Kingdom
| $90K | +$62.9K | +775 | New |
|
|
10
Morgan Stanley
New York
| – | -$463K | -5,706 | -100% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$12K | -312 | Closed |
|
|
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$7K | -178 | Closed |
|
COE Hedge Fund Activity: Q1 2020 in Review
10 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in 51Talk Online Education Group (COE) for Q1 2020, worth a combined $147M — up 942% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new COE positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was HSG Holding, opening a new position worth an estimated $68.9M. The largest seller was Indus Capital Partners, cutting an estimated $1.3M.
- 10 institutional investors held 51Talk Online Education Group (COE) as of Q1 2020, up from 8 in Q4 2019.
- Funds reported $147M of 51Talk Online Education Group stock for Q1 2020, up 942% quarter-over-quarter.
- 4 funds opened new 51Talk Online Education Group positions in Q1 2020 and 2 closed out, a net change of +2 holders.
- The largest 51Talk Online Education Group buyer in Q1 2020 was HSG Holding, an estimated $68.9M added.
- The largest 51Talk Online Education Group seller in Q1 2020 was Indus Capital Partners, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2020.