New Oriental
313 hedge funds and large institutions have $12.1B invested in New Oriental in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 130 increasing their positions, 101 reducing their positions, and 30 closing their positions.
169% more call options, than puts
Call options by funds: $694M | Put options by funds: $258M
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
29% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 101
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
11% more capital invested
Capital invested by funds: $10.9B → $12.1B (+$1.2B)
3% more funds holding
Funds holding: 303 → 313 (+10)
2.22% more ownership
Funds ownership: 78.81% → 81.03% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$119M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$112M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$84.6M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$79.2M |
| 5 |
Citigroup
New York
|
+$65.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCA
Newbrook Capital Advisors
New York
|
-$71.1M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$55.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.3M |
| 4 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$51.3M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
-$46.9M |
EDU Hedge Fund Activity: Q2 2018 in Review
313 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2018, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new EDU positions and 30 closed out — a net gain of 12 holders — while 130 added to existing stakes and 101 trimmed.
The largest buyer was UBS AM, adding an estimated $119M. The largest seller was Newbrook Capital Advisors, exiting entirely with an estimated $71.1M sold.
- 313 institutional investors held New Oriental (EDU) as of Q2 2018, up from 303 in Q1 2018.
- Funds reported $12.1B of New Oriental stock for Q2 2018, up 11% quarter-over-quarter.
- 42 funds opened new New Oriental positions in Q2 2018 and 30 closed out, a net change of +12 holders.
- The largest New Oriental buyer in Q2 2018 was UBS AM, an estimated $119M added.
- The largest New Oriental seller in Q2 2018 was Newbrook Capital Advisors, an estimated $71.1M sold.
Based on aggregated 13F filings for Q2 2018.