We are live on ! Find out more
TAL icon

TAL Education Group

255 hedge funds and large institutions have $8.46B invested in TAL Education Group in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

66% more capital invested

Capital invested by funds: $5.1B → $8.46B (+$3.36B)

13% more funds holding

Funds holding: 226255 (+29)

1% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 91

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

10.14% less ownership

Funds ownership: 273.35%263.21% (-10%)

66% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $79.3M

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
6.36%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.5%
New
51
Increased
90
Reduced
91
Closed
19
Calls
$27.2M
Puts
$79.3M
Net Calls
-$52M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Gratry & Company
Ohio
$223K +$186K +6,612 New
AA
227
Apriem Advisors
California
$216K +$180K +6,400 New
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$215K +$180K +6,390 New
ONB
229
Old National Bancorp
Indiana
$206K +$173K +6,136 New
MML Investors Services
230
MML Investors Services
Massachusetts
$205K +$171K +6,079 New
GT
231
Glenmede Trust
Pennsylvania
$185K +$129K +4,573 +495%
OMCS
232
Old Mutual Customised Solutions
South Africa
$175K +$147K +5,200 New
Envestnet Asset Management
233
Envestnet Asset Management
Illinois
$166K +$6.79K +241 +5%
GWM
234
Geneos Wealth Management
Colorado
$133K +$44K +1,561 +65%
NLI
235
Nippon Life Insurance
Japan
$125K
AA
236
Alta Advisers
United Kingdom
$121K -$254K -9,000 -71%
SO
237
STRS Ohio
Ohio
$60K
QCG
238
Quadrant Capital Group
Ohio
$31K
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$20K -$67.6K -2,400 -80%
SH
240
SeaTown Holdings
Singapore
$15K -$6.19M -219,482 -33%
MCIA
241
Mountain Capital Investment Advisors
Colorado
$13K
IR
242
Invictus RG
Bermuda
$10K +$8.03K +285 New
IA
243
IFP Advisors
Florida
$9K -$10.8K -385 -58%
LTFS
244
Ladenburg Thalmann Financial Services
Florida
$7K -$7.1K -252 -54%
VFA
245
Valeo Financial Advisors
Indiana
$7K +$6.09K +216 New
HNB
246
Huntington National Bank
Ohio
$6K +$5.02K +178 New
WIM
247
Westside Investment Management
California
$4.87K +$4K +142 New
AAP
248
Arax Advisory Partners
Colorado
$4K
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$4K

TAL Hedge Fund Activity: Q3 2017 in Review

255 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2017, worth a combined $8.46B — up 66% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TAL positions and 19 closed out — a net gain of 32 holders — while 90 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $144M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 255 institutional investors held TAL Education Group (TAL) as of Q3 2017, up from 226 in Q2 2017.
  • Funds reported $8.46B of TAL Education Group stock for Q3 2017, up 66% quarter-over-quarter.
  • 51 funds opened new TAL Education Group positions in Q3 2017 and 19 closed out, a net change of +32 holders.
  • The largest TAL Education Group buyer in Q3 2017 was Wellington Management Group, an estimated $144M added.
  • The largest TAL Education Group seller in Q3 2017 was Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2017.