Educational Development Corp
EDUC
13 hedge funds and large institutions have $2.7M invested in Educational Development Corp in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.32% more ownership
Funds ownership: 13.44% → 13.76% (+0.32%)
7% less funds holding
Funds holding: 14 → 13 (-1)
7% less capital invested
Capital invested by funds: $2.91M → $2.7M (-$214K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$67.5K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.74K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $895K | – | – | – |
|
|
BCM
2
Bridgeway Capital Management
Houston,
Texas
| $589K | – | – | – |
|
|
FWSM
3
First Wilshire Securities Management
Pasadena,
California
| $368K | – | – | – |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $358K | +$10.1K | +1,892 | +3% |
|
5
Geode Capital Management
Boston,
Massachusetts
| $203K | – | – | – |
|
6
Northern Trust
Chicago,
Illinois
| $101K | – | – | – |
|
|
7
BlackRock
New York
| $97K | -$5.74K | -1,078 | -5% |
|
|
8
Morgan Stanley
New York
| $63K | +$67.5K | +12,692 | +3,111% |
|
9
UBS Group
Zurich,
Switzerland
| $21K | – | – | – |
|
10
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$2K | -400 | Closed |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$1K | -132 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | +$32 | +6 | New |
|
EDUC Hedge Fund Activity: Q3 2017 in Review
13 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q3 2017, worth a combined $2.7M — down 7.3% from $2.91M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EDUC and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $67.5K. The largest seller was BlackRock, cutting an estimated $5.74K.
- 13 institutional investors held Educational Development Corp (EDUC) as of Q3 2017, down from 14 in Q2 2017.
- Funds reported $2.7M of Educational Development Corp stock for Q3 2017, down 7.3% quarter-over-quarter.
- 1 fund opened new Educational Development Corp positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest Educational Development Corp buyer in Q3 2017 was Morgan Stanley, an estimated $67.5K added.
- The largest Educational Development Corp seller in Q3 2017 was BlackRock, an estimated $5.74K sold.
Based on aggregated 13F filings for Q3 2017.