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TAL Education Group

356 hedge funds and large institutions have $19.2B invested in TAL Education Group in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 111 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 111

20% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 54

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

2% more funds holding

Funds holding: 349356 (+7)

1.52% more ownership

Funds ownership: 266.77%268.29% (+1.5%)

25% less capital invested

Capital invested by funds: $25.6B → $19.2B (-$6.38B)

80% less call options, than puts

Call options by funds: $156M | Put options by funds: $794M

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
6.25%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
65
Increased
143
Reduced
111
Closed
54
Calls
$156M
Puts
$794M
Net Calls
-$638M
Net Calls Change
-$491M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Belpointe Asset Management
Nevada
$501K -$293K -4,000 -30%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$501K +$452K +6,168 +197%
TM
253
Tiger Management
New York
$501K +$681K +9,300 New
MCM
254
MAI Capital Management
Ohio
$492K -$27.2K -372 -4%
Janus Henderson Group
255
Janus Henderson Group
United Kingdom
$490K -$7.88M -107,581 -92%
VanEck Associates
256
VanEck Associates
New York
$481K +$8.2K +112 +1%
LJAC
257
L.J. Altfest & Co
New York
$476K +$180K +2,456 +39%
RJA
258
Raymond James & Associates
Florida
$468K -$28.8K -394 -4%
SIGI
259
Susquehanna International Group (Ireland)
Ireland
$448K +$609K +8,314 New
WP
260
WealthSource Partners
California
$435K +$9.88K +135 +2%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$431K -$17.9K -244 -3%
TRCT
262
Tower Research Capital (TRC)
New York
$424K +$396K +5,403 +218%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$420K +$24.6K +336 +4%
Squarepoint
264
Squarepoint
New York
$419K -$1.27M -17,414 -69%
California State Teachers Retirement System (CalSTRS)
265
California State Teachers Retirement System (CalSTRS)
California
$405K +$551K +7,530 New
VI
266
Vestcor Inc
New Brunswick, Canada
$404K -$36.6K -500 -6%
OA
267
Oak Associates
Ohio
$394K
RCAG
268
Rehmann Capital Advisory Group
Michigan
$393K +$716K +9,780 New
Tudor Investment Corp
269
Tudor Investment Corp
Connecticut
$392K -$208K -2,847 -28%
OWM
270
OneAscent Wealth Management
Alabama
$386K +$109K +1,486 +26%
BCM
271
Bluefin Capital Management
New York
$381K -$84K -1,148 -14%
WA
272
Wasatch Advisors
Utah
$377K +$283K +3,865 +123%
CI
273
Cigna Investments
Connecticut
$374K
QTM
274
qPULA Trading Management
New York
$366K +$498K +6,801 New
LPL Financial
275
LPL Financial
California
$358K +$8.86K +121 +2%

TAL Hedge Fund Activity: Q1 2021 in Review

356 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2021, worth a combined $19.2B — down 25% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TAL positions and 54 closed out — a net gain of 11 holders — while 143 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $380M. The largest seller was HHLR Advisors, exiting entirely with an estimated $290M sold.

  • 356 institutional investors held TAL Education Group (TAL) as of Q1 2021, up from 349 in Q4 2020.
  • Funds reported $19.2B of TAL Education Group stock for Q1 2021, down 25% quarter-over-quarter.
  • 65 funds opened new TAL Education Group positions in Q1 2021 and 54 closed out, a net change of +11 holders.
  • The largest TAL Education Group buyer in Q1 2021 was Morgan Stanley, an estimated $380M added.
  • The largest TAL Education Group seller in Q1 2021 was HHLR Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.