Educational Development Corp
EDUC
12 hedge funds and large institutions have $2.66M invested in Educational Development Corp in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $2.35M → $2.66M (+$308K)
9% more funds holding
Funds holding: 11 → 12 (+1)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.9K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.33K |
| 3 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$912 |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$182 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$49.6K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$45K |
| 3 |
Morgan Stanley
New York
|
-$4.89K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.26K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $1.79M | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $415K | -$3.26K | -1,400 | -0.8% |
|
|
FWSM
3
First Wilshire Securities Management
Pasadena,
California
| $271K | – | – | – |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $87K | +$10.9K | +4,690 | +14% |
|
5
Wells Fargo
San Francisco,
California
| $72K | – | – | – |
|
|
6
Morgan Stanley
New York
| $13K | -$4.89K | -2,102 | -27% |
|
|
U
7
UBS
Zurich,
Switzerland
| $5K | – | – | – |
|
|
8
Creative Planning
Overland Park,
Kansas
| $2K | +$2.33K | +1,000 | New |
|
|
GSC
9
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$912 | +392 | New |
|
|
10
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5 | -$1.28K | -552 | -21% |
|
|
AIG
11
American International Group
New York
| – | -$49.6K | -25,124 | Closed |
|
|
SKK
12
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$45K | -23,000 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | +$182 | +78 | New |
|
EDUC Hedge Fund Activity: Q3 2014 in Review
12 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2014, worth a combined $2.66M — up 13% from $2.35M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EDUC positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, adding an estimated $10.9K. The largest seller was American International Group, exiting entirely with an estimated $49.6K sold.
- 12 institutional investors held Educational Development Corp (EDUC) as of Q3 2014, up from 11 in Q2 2014.
- Funds reported $2.66M of Educational Development Corp stock for Q3 2014, up 13% quarter-over-quarter.
- 3 funds opened new Educational Development Corp positions in Q3 2014 and 2 closed out, a net change of +1 holder.
- The largest Educational Development Corp buyer in Q3 2014 was Vanguard Group, an estimated $10.9K added.
- The largest Educational Development Corp seller in Q3 2014 was American International Group, an estimated $49.6K sold.
Based on aggregated 13F filings for Q3 2014.