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TAL Education Group

350 hedge funds and large institutions have $26.5B invested in TAL Education Group in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 140 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $23.6B → $26.5B (+$2.83B)

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% more funds holding

Funds holding: 350350 (0)

8.32% less ownership

Funds ownership: 269.91%261.59% (-8.3%)

13% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 140

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

30% less call options, than puts

Call options by funds: $255M | Put options by funds: $362M

Holders
350
Holders Change
Holders Change %
0%
% of All Funds
7.06%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.63%
New
39
Increased
122
Reduced
140
Closed
37
Calls
$255M
Puts
$362M
Net Calls
-$107M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
276
STRS Ohio
Ohio
$395K
ECM
277
ETrade Capital Management
Virginia
$378K -$24.8K -329 -6%
SBF
278
Sara-Bay Financial
Florida
$376K
WA
279
Wealth Alliance
New York
$368K -$70.3K -932 -16%
OFS
280
OneAscent Financial Services
Alabama
$366K +$28.1K +372 +8%
JAM
281
Jupiter Asset Management
United Kingdom
$363K +$360K +4,775 New
AAM
282
Advisors Asset Management
Colorado
$334K +$46.8K +621 +16%
NA
283
Navellier & Associates
Nevada
$324K
Public Sector Pension Investment Board (PSP Investments)
284
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$320K -$543K -7,200 -63%
O
285
Ossiam
France
$318K -$710K -9,410 -69%
FI
286
FormulaFolio Investments
Michigan
$306K -$30.2K -400 -9%
Acadian Asset Management
287
Acadian Asset Management
Massachusetts
$305K +$302K +4,006 New
BFM
288
Boothbay Fund Management
New York
$304K +$302K +4,000 New
Truist Financial
289
Truist Financial
North Carolina
$302K +$4.15K +55 +1%
SA
290
Shilanski & Associates
Alaska
$294K +$226 +3 +0.1%
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$285K -$69K -915 -20%
TC
292
TownSquare Capital
Utah
$285K -$15.6K -207 -5%
FG
293
Formula Growth
Quebec, Canada
$283K +$281K +3,722 New
MC
294
Maverick Capital
Texas
$271K +$269K +3,562 New
QWM
295
QP Wealth Management
New Jersey
$257K +$254K +3,375 New
N
296
Natixis
France
$253K -$118K -1,559 -32%
WI
297
WrapManager Inc
California
$244K -$4.3K -57 -2%
PP
298
Paloma Partners
Connecticut
$239K -$63.2K -838 -21%
HSA
299
HBK Sorce Advisory
Pennsylvania
$233K -$35.8K -475 -13%
RCA
300
Resonant Capital Advisors
Wisconsin
$228K

TAL Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2020, worth a combined $26.5B — up 12% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TAL positions and 37 closed out — a net gain of 2 holders — while 122 added to existing stakes and 140 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $562M. The largest seller was HHLR Advisors, cutting an estimated $286M.

  • 350 institutional investors held TAL Education Group (TAL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $26.5B of TAL Education Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 39 funds opened new TAL Education Group positions in Q3 2020 and 37 closed out, a net change of +2 holders.
  • The largest TAL Education Group buyer in Q3 2020 was Morgan Stanley, an estimated $562M added.
  • The largest TAL Education Group seller in Q3 2020 was HHLR Advisors, an estimated $286M sold.

Based on aggregated 13F filings for Q3 2020.