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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.8M |
| 2 |
BlackRock
New York
|
+$9.46M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.38M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$2.18M |
| 5 |
Renaissance Technologies
New York
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.21M |
| 2 |
Lazard Asset Management
New York
|
-$4.44M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.02M |
| 4 |
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 |
|
|---|---|---|---|---|---|
|
USAA
201
United Services Automobile Association
San Antonio,
Texas
| – | -$210K | -4,495 | Closed |
|
|
SPIA
202
Steward Partners Investment Advisory
New York
| – | -$25K | -530 | Closed |
|
|
PI
203
PEAK6 Investments
Chicago,
Illinois
| – | -$25K | -525 | Closed |
|
|
SWP
204
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$10K | -210 | Closed |
|
|
APP
205
Avantax Planning Partners
Dubuque,
Iowa
| – | -$4K | -79 | Closed |
|
206
Fidelity Investments
Boston,
Massachusetts
| – | +$43 | +1 | New |
|
|
MOS
207
MGO One Seven
Beachwood,
Ohio
| – | +$261 | +6 | New |
|
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.