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Scholastic

164 hedge funds and large institutions have $1.04B invested in Scholastic in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $1.6M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

5% less funds holding

Funds holding: 173164 (-9)

6% less capital invested

Capital invested by funds: $1.1B → $1.04B (-$64.3M)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
71
Reduced
51
Closed
29
Calls
$3.4M
Puts
$1.6M
Net Calls
+$1.8M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
51
Yakira Capital Management
Connecticut
$1.97M +$1.34M +37,585 +251%
SAM
52
Shell Asset Management
Netherlands
$1.86M -$106K -2,981 -6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.83M +$142K +3,990 +9%
SB
54
Suntrust Banks
Georgia
$1.63M +$286K +8,026 +22%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.54M +$1.47M +41,269 New
BG
56
BlackRock Group
United Kingdom
$1.5M +$110K +3,095 +8%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.46M +$321K +9,000 +29%
Nomura Holdings
58
Nomura Holdings
Japan
$1.46M -$1.14M -31,968 -45%
TA
59
Teachers Advisors
New York
$1.46M
OC
60
Oppenheimer & Co
New York
$1.45M +$980K +27,501 +245%
CEP
61
Chicago Equity Partners
Illinois
$1.43M -$1.52M -42,730 -53%
Millennium Management
62
Millennium Management
New York
$1.43M -$1.64M -46,006 -55%
SCA
63
Secor Capital Advisors
New York
$1.37M +$1.31M +36,740 New
Jacobs Levy Equity Management
64
Jacobs Levy Equity Management
New Jersey
$1.33M +$646K +18,120 +103%
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.15M -$402K -11,290 -27%
Renaissance Technologies
66
Renaissance Technologies
New York
$1.13M -$524K -14,700 -33%
AAM
67
Aston Asset Management
Illinois
$1.1M +$14.8K +415 +1%
Capital Fund Management (CFM)
68
Capital Fund Management (CFM)
France
$1.08M +$457K +12,816 +80%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$1.07M
Citigroup
70
Citigroup
New York
$1.03M +$552K +15,485 +128%
TPSF
71
Texas Permanent School Fund
Texas
$800K -$16.6K -467 -2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$799K -$158K -4,435 -17%
CONA
73
Capital One National Association
New York
$774K +$738K +20,713 New
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$773K +$17.3K +487 +2%
AIG
75
American International Group
New York
$752K +$33.7K +945 +5%

SCHL Hedge Fund Activity: Q1 2016 in Review

164 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q1 2016, worth a combined $1.04B — down 5.8% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SCHL and 21 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 71 added.

The largest buyer was AllianceBernstein, adding an estimated $13.5M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $15.6M sold.

  • 164 institutional investors held Scholastic (SCHL) as of Q1 2016, down from 173 in Q4 2015.
  • Funds reported $1.04B of Scholastic stock for Q1 2016, down 5.8% quarter-over-quarter.
  • 21 funds opened new Scholastic positions in Q1 2016 and 29 closed out, a net change of -8 holders.
  • The largest Scholastic buyer in Q1 2016 was AllianceBernstein, an estimated $13.5M added.
  • The largest Scholastic seller in Q1 2016 was Highbridge Capital Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2016.