New Oriental
149 hedge funds and large institutions have $3.16B invested in New Oriental in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 26 closing their positions.
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
5% more funds holding
Funds holding: 142 → 149 (+7)
1% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $18.5M
0.46% more ownership
Funds ownership: 75.49% → 75.94% (+0.46%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
12% less capital invested
Capital invested by funds: $3.58B → $3.16B (-$423M)
14% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
+$62.2M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$56.7M |
| 3 |
Goldman Sachs
New York
|
+$24M |
| 4 |
TCA
Taconic Capital Advisors
New York
|
+$20.6M |
| 5 |
SR
Sloane Robinson
London,
United Kingdom
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$55.4M |
| 2 |
AWG
Alpha Wave Global
New York
|
-$50.8M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$39.2M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$34.5M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$28.8M |
EDU Hedge Fund Activity: Q2 2014 in Review
149 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2014, worth a combined $3.16B — down 12% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EDU positions and 26 closed out — a net gain of 8 holders — while 44 added to existing stakes and 51 trimmed.
The largest buyer was Soros Fund Management, opening a new position worth an estimated $62.2M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $55.4M sold.
- 149 institutional investors held New Oriental (EDU) as of Q2 2014, up from 142 in Q1 2014.
- Funds reported $3.16B of New Oriental stock for Q2 2014, down 12% quarter-over-quarter.
- 34 funds opened new New Oriental positions in Q2 2014 and 26 closed out, a net change of +8 holders.
- The largest New Oriental buyer in Q2 2014 was Soros Fund Management, an estimated $62.2M added.
- The largest New Oriental seller in Q2 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $55.4M sold.
Based on aggregated 13F filings for Q2 2014.