Strategic Education
STRA
142 hedge funds and large institutions have $542M invested in Strategic Education in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 53 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
16% more capital invested
Capital invested by funds: $469M → $542M (+$72.9M)
6% more funds holding
Funds holding: 134 → 142 (+8)
3% less call options, than puts
Call options by funds: $6.48M | Put options by funds: $6.67M
26% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$22.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$5.86M |
| 5 |
Morgan Stanley
New York
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.99M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.44M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$4.09M |
| 4 |
Two Sigma Investments
New York
|
-$3.73M |
| 5 |
GIG
Goodnow Investment Group
Darien,
Connecticut
|
-$3.64M |
STRA Hedge Fund Activity: Q2 2014 in Review
142 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q2 2014, worth a combined $542M — up 16% from $469M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new STRA positions and 18 closed out — a net gain of 8 holders — while 39 added to existing stakes and 53 trimmed.
The largest buyer was TAMRO Capital Partners, opening a new position worth an estimated $22.7M. The largest seller was Wells Fargo, cutting an estimated $9.99M.
- 142 institutional investors held Strategic Education (STRA) as of Q2 2014, up from 134 in Q1 2014.
- Funds reported $542M of Strategic Education stock for Q2 2014, up 16% quarter-over-quarter.
- 26 funds opened new Strategic Education positions in Q2 2014 and 18 closed out, a net change of +8 holders.
- The largest Strategic Education buyer in Q2 2014 was TAMRO Capital Partners, an estimated $22.7M added.
- The largest Strategic Education seller in Q2 2014 was Wells Fargo, an estimated $9.99M sold.
Based on aggregated 13F filings for Q2 2014.