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TAL Education Group

279 hedge funds and large institutions have $8.73B invested in TAL Education Group in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 132 increasing their positions, 75 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 75

22% less funds holding

Funds holding: 356279 (-77)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

34.3% less ownership

Funds ownership: 268.29%233.99% (-34%)

46% less call options, than puts

Call options by funds: $528M | Put options by funds: $972M

55% less capital invested

Capital invested by funds: $19.2B → $8.73B (-$10.5B)

65% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 113

Holders
279
Holders Change
-77
Holders Change %
-21.63%
% of All Funds
4.86%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.38%
New
39
Increased
132
Reduced
75
Closed
113
Calls
$528M
Puts
$972M
Net Calls
-$444M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$15K -$2.06K -46 -7%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$8K
RE
253
RBC Europe
United Kingdom
$7.19K
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$7K
MHR
255
Matthew Hamilton Rosenberg
$6K -$12.2K -274 -54%
CWM
256
Cedar Wealth Management
California
$6K
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27K
BWA
258
BDO Wealth Advisors
Florida
$5K
BMD
259
Better Money Decisions
New Mexico
$5K
TRCT
260
Tower Research Capital (TRC)
New York
$4K -$344K -7,708 -98%
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$3.13K -70 -32%
JWM
262
Janiczek Wealth Management
Colorado
$4K -$2.99K -67 -33%
AWM
263
Activest Wealth Management
Florida
$4K +$3.75K +84 +102%
GWS
264
Glassman Wealth Services
Virginia
$4K +$4.56K +102 +255%
FPS
265
Fieldpoint Private Securities
Connecticut
$4K +$19.4K +435 +218%
APA
266
American Portfolios Advisors
New York
$2.47K +$447 +10 +11%
BCA
267
Berman Capital Advisors
Georgia
$2K -$938 -21 -20%
HI
268
Harbour Investments
Wisconsin
$2K
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$2K
PWMG
270
Prestige Wealth Management Group
New Jersey
$2K
PCG
271
Private Capital Group
Connecticut
$2K
FIA
272
FNY Investment Advisers
New York
$2K +$4.47K +100 New
EARNEST Partners
273
EARNEST Partners
Georgia
$1K
SOW
274
State of Wyoming
Wyoming
$1K +$1.47K +33 +3,300%
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$1K +$2.06K +46 New

TAL Hedge Fund Activity: Q2 2021 in Review

279 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2021, worth a combined $8.73B — down 55% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of TAL and 39 opened new positions — a net loss of 74 holders — while 75 trimmed existing stakes and 132 added.

The largest buyer was Invesco, adding an estimated $312M. The largest seller was UBS AM, cutting an estimated $1.92B.

  • 279 institutional investors held TAL Education Group (TAL) as of Q2 2021, down from 356 in Q1 2021.
  • Funds reported $8.73B of TAL Education Group stock for Q2 2021, down 55% quarter-over-quarter.
  • 39 funds opened new TAL Education Group positions in Q2 2021 and 113 closed out, a net change of -74 holders.
  • The largest TAL Education Group buyer in Q2 2021 was Invesco, an estimated $312M added.
  • The largest TAL Education Group seller in Q2 2021 was UBS AM, an estimated $1.92B sold.

Based on aggregated 13F filings for Q2 2021.