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New Oriental

266 hedge funds and large institutions have $8.42B invested in New Oriental in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more capital invested

Capital invested by funds: $7.22B → $8.42B (+$1.2B)

6% more funds holding

Funds holding: 252266 (+14)

6% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $20.1M

0.24% less ownership

Funds ownership: 76.06%75.82% (-0.24%)

25% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 108

Holders
266
Holders Change
+14
Holders Change %
+5.56%
% of All Funds
6.63%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
40
Increased
81
Reduced
108
Closed
25
Calls
$21.3M
Puts
$20.1M
Net Calls
+$1.25M
Net Calls Change
-$690K
Name Holding Trade Value Shares
Change
Change in
Stake
GXMC
126
Global X Management Company
New York
$4.59M +$3.4M +49,499 +317%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$4.58M +$3.08M +44,855 +223%
NSRI
128
New Silk Road Investment
Singapore
$4.58M -$522K -7,600 -10%
OAM
129
Oberweis Asset Management
Illinois
$4.3M -$29.5K -430 -0.7%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.26M -$174K -2,530 -4%
Canada Life
131
Canada Life
Manitoba, Canada
$4.13M +$481K +7,000 +14%
TA
132
Teachers Advisors
New York
$4.11M
ACM
133
Azimuth Capital Management
Michigan
$4.01M -$874K -12,725 -18%
SAM
134
Shell Asset Management
Netherlands
$3.91M -$87.6K -1,276 -2%
Boston Partners
135
Boston Partners
Massachusetts
$3.8M -$3.49M -50,773 -49%
AAMU
136
Amundi Asset Management US
Massachusetts
$3.59M +$3.5M +50,924 New
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$3.58M -$9.56M -139,153 -73%
Nordea Investment Management
138
Nordea Investment Management
Sweden
$3.49M -$783K -11,409 -19%
CCS
139
Crosspoint Capital Strategies
California
$3.4M +$3.31M +48,271 New
GAM
140
Guinness Asset Management
United Kingdom
$3.23M -$706K -10,280 -18%
SG Americas Securities
141
SG Americas Securities
New York
$3.19M +$483K +7,034 +18%
Neuberger Berman Group
142
Neuberger Berman Group
New York
$2.77M -$33.8M -491,952 -93%
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$2.76M -$288K -4,200 -10%
ZIG
144
Zurich Insurance Group
Switzerland
$2.66M -$691K -10,055 -21%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$2.51M +$6.52K +95 +1%
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$2.48M
GIBU
147
Gulf International Bank (UK)
United Kingdom
$2.46M
Group One Trading
148
Group One Trading
Illinois
$2.39M +$2.33M +33,927 New
MC
149
Maverick Capital
Texas
$2.36M +$2.3M +33,510 New
M&T Bank
150
M&T Bank
New York
$2.33M -$159K -2,320 -7%

EDU Hedge Fund Activity: Q2 2017 in Review

266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2017, worth a combined $8.42B — up 17% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 25 closed out — a net gain of 15 holders — while 81 added to existing stakes and 108 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $215M. The largest seller was Fidelity International, cutting an estimated $267M.

  • 266 institutional investors held New Oriental (EDU) as of Q2 2017, up from 252 in Q1 2017.
  • Funds reported $8.42B of New Oriental stock for Q2 2017, up 17% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q2 2017 and 25 closed out, a net change of +15 holders.
  • The largest New Oriental buyer in Q2 2017 was Wellington Management Group, an estimated $215M added.
  • The largest New Oriental seller in Q2 2017 was Fidelity International, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.