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Scholastic
SCHL

190 hedge funds and large institutions have $1.16B invested in Scholastic in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

9% more funds holding

Funds holding: 175 → 190 (+15)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.19% less ownership

Funds ownership: 86.71% → 85.52% (-1.2%)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$195M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $326K

Holders
190
Holders Change
+15
Holders Change %
+8.57%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
62
Reduced
61
Closed
19
Calls
–
Puts
$326K
Net Calls
-$326K
Net Calls Change
-$1.74M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.8M
2
BlackRock
BlackRock
New York
+$9.46M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.38M
4
ZIM
Zacks Investment Management
Illinois
+$2.18M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$6.21M
2
Lazard Asset Management
Lazard Asset Management
New York
-$4.44M
3
Deutsche Bank
Deutsche Bank
Germany
-$4.02M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.78M
5
KHCM
Kettle Hill Capital Management
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$35K – – –
WIM
152
Westside Investment Management
California
$33.2K – – –
AG
153
Advisor Group
Arizona
$29K +$5K +115 +19%
MOACM
154
Mutual of America Capital Management
New York
$28K +$7.43K +171 +32%
Macquarie Group
155
Macquarie Group
Australia
$28K +$30.4K +700 New
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$24K -$913 -21 -3%
VCM
157
Versant Capital Management
Arizona
$18K – – –
SWA
158
Sutton Wealth Advisors
Florida
$12.2K – – –
EI
159
Ellevest Inc
New York
$11K +$11.7K +270 New
FIA
160
FNY Investment Advisers
New York
$10K +$11.2K +257 New
PCG
161
Private Capital Group
Connecticut
$9K +$5.09K +117 +107%
Simplex Trading
162
Simplex Trading
Illinois
$9K +$9.78K +225 New
CAC
163
Certified Advisory Corp
Florida
$7K +$43 +1 +0.6%
TRCT
164
Tower Research Capital (TRC)
New York
$6K -$49.5K -1,138 -89%
AC
165
Avestar Capital
New York
$6K – – –
FCA
166
FinTrust Capital Advisors
South Carolina
$6K +$6.3K +145 New
PA
167
Parallel Advisors
California
$5K – – –
CTC
168
Central Trust Company
Missouri
$4K – – –
MNBTD
169
Moody National Bank Trust Division
Texas
$4K +$4.17K +96 New
FHA
170
First Horizon Advisors
Tennessee
$3K – – –
GAM
171
Gemmer Asset Management
California
$3K – – –
HAM
172
Highstreet Asset Management
Ontario, Canada
$3K – – –
CAM
173
Cresset Asset Management
Illinois
$3K +$3.43K +79 New
QCG
174
Quadrant Capital Group
Ohio
$2K – – –
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$2K +$609 +14 +36%
5 6
7
8 9

SCHL Hedge Fund Activity: Q4 2018 in Review

190 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q4 2018, worth a combined $1.16B — down 14% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SCHL positions and 19 closed out — a net gain of 17 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was AJO LP, cutting an estimated $6.21M.

  • 190 institutional investors held Scholastic (SCHL) as of Q4 2018, up from 175 in Q3 2018.
  • Funds reported $1.16B of Scholastic stock for Q4 2018, down 14% quarter-over-quarter.
  • 36 funds opened new Scholastic positions in Q4 2018 and 19 closed out, a net change of +17 holders.
  • The largest Scholastic buyer in Q4 2018 was Morgan Stanley, an estimated $10.8M added.
  • The largest Scholastic seller in Q4 2018 was AJO LP, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2018.