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TAL Education Group

265 hedge funds and large institutions have $11.9B invested in TAL Education Group in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 88

5.58% less ownership

Funds ownership: 276.94%271.36% (-5.6%)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$974M)

9% less funds holding

Funds holding: 292265 (-27)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

52% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 50

76% less call options, than puts

Call options by funds: $60M | Put options by funds: $250M

Holders
265
Holders Change
-27
Holders Change %
-9.25%
% of All Funds
5.81%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.37%
New
24
Increased
114
Reduced
88
Closed
50
Calls
$60M
Puts
$250M
Net Calls
-$190M
Net Calls Change
+$916K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
226
Marshall Wace
United Kingdom
$211K +$214K +6,154 New
AG
227
Advisor Group
Arizona
$205K +$13K +372 +7%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$171K +$34.5K +992 +0.1%
AIG
229
American International Group
New York
$170K
MAM
230
Majedie Asset Management
United Kingdom
$114K
CC
231
Centiva Capital
New York
$108K +$45.1K +1,296 +69%
WHG
232
Westwood Holdings Group
Texas
$97K -$25.4K -729 -20%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$89K +$22.1K +635 +33%
GWM
234
Geneos Wealth Management
Colorado
$77K
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$76K -$123K -3,522 -61%
S
236
SignatureFD
Georgia
$58K -$2.16K -62 -4%
CSS
237
Cubist Systematic Strategies
Connecticut
$45K -$136K -3,893 -75%
TFS
238
TrustCore Financial Services
Tennessee
$40K
AAM
239
Advisors Asset Management
Colorado
$35K +$9.4K +270 +36%
DZ Bank
240
DZ Bank
Germany
$29K -$729K -20,931 -96%
PA
241
Parallel Advisors
California
$14K -$3.24K -93 -18%
RCAG
242
Rehmann Capital Advisory Group
Michigan
$13.1K +$4.84K +139 +57%
BDS
243
Banco de Sabadell
Florida
$11K +$11.5K +331 New
CWM
244
Cedar Wealth Management
California
$10K
LC
245
Lindbrook Capital
California
$10K
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.83K
RE
247
RBC Europe
United Kingdom
$9.76K -$359K -10,320 -97%
BCA
248
Berman Capital Advisors
Georgia
$8K
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$8K
BL
250
Balentine LLC
Georgia
$8K +$6.41K +184 +329%

TAL Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2019, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of TAL and 24 opened new positions — a net loss of 26 holders — while 88 trimmed existing stakes and 114 added.

The largest buyer was UBS AM, adding an estimated $170M. The largest seller was Mirae Asset Global Investments, cutting an estimated $61M.

  • 265 institutional investors held TAL Education Group (TAL) as of Q3 2019, down from 292 in Q2 2019.
  • Funds reported $11.9B of TAL Education Group stock for Q3 2019, down 7.6% quarter-over-quarter.
  • 24 funds opened new TAL Education Group positions in Q3 2019 and 50 closed out, a net change of -26 holders.
  • The largest TAL Education Group buyer in Q3 2019 was UBS AM, an estimated $170M added.
  • The largest TAL Education Group seller in Q3 2019 was Mirae Asset Global Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2019.