Scholastic
SCHL
136 hedge funds and large institutions have $958M invested in Scholastic in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 15 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 46
6% more capital invested
Capital invested by funds: $906M → $958M (+$51.3M)
4% less funds holding
Funds holding: 141 → 136 (-5)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$8.53M |
| 3 |
Bank of New York Mellon
New York
|
+$8.19M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$5.6M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CEI
Clark Estates Inc
New York
|
-$9.58M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$9.4M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.16M |
| 4 |
Goldman Sachs
New York
|
-$2.89M |
| 5 |
EMG
Ellington Management Group
Old Greenwich,
Connecticut
|
-$1.44M |
SCHL Hedge Fund Activity: Q1 2014 in Review
136 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q1 2014, worth a combined $958M — up 5.7% from $906M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of SCHL and 12 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 53 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $19.1M. The largest seller was Clark Estates Inc, cutting an estimated $9.58M.
- 136 institutional investors held Scholastic (SCHL) as of Q1 2014, down from 141 in Q4 2013.
- Funds reported $958M of Scholastic stock for Q1 2014, up 5.7% quarter-over-quarter.
- 12 funds opened new Scholastic positions in Q1 2014 and 15 closed out, a net change of -3 holders.
- The largest Scholastic buyer in Q1 2014 was T. Rowe Price Associates, an estimated $19.1M added.
- The largest Scholastic seller in Q1 2014 was Clark Estates Inc, an estimated $9.58M sold.
Based on aggregated 13F filings for Q1 2014.