Scholastic
SCHL
168 hedge funds and large institutions have $1.2B invested in Scholastic in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 26 closing their positions.
608% more call options, than puts
Call options by funds: $2.17M | Put options by funds: $307K
85% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 41
0.29% less ownership
Funds ownership: 84.98% → 84.68% (-0.29%)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
4% less funds holding
Funds holding: 175 → 168 (-7)
10% less capital invested
Capital invested by funds: $1.32B → $1.2B (-$129M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$152M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$7.97M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$6.66M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$4.66M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$11.6M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$9.08M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$5.13M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$3.95M |
| 5 |
KFA
Kelleher Financial Advisors
New York
|
-$3.77M |
SCHL Hedge Fund Activity: Q1 2017 in Review
168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q1 2017, worth a combined $1.2B — down 9.7% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of SCHL and 25 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 76 added.
The largest buyer was BlackRock, adding an estimated $152M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.6M.
- 168 institutional investors held Scholastic (SCHL) as of Q1 2017, down from 175 in Q4 2016.
- Funds reported $1.2B of Scholastic stock for Q1 2017, down 9.7% quarter-over-quarter.
- 25 funds opened new Scholastic positions in Q1 2017 and 26 closed out, a net change of -1 holder.
- The largest Scholastic buyer in Q1 2017 was BlackRock, an estimated $152M added.
- The largest Scholastic seller in Q1 2017 was T. Rowe Price Associates, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2017.