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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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$352K
NSLI
277
Nan Shan Life Insurance
Taiwan
$342K -$12.9M -176,870 -97%
CI
278
CX Institutional
Indiana
$342K +$465K +6,359 New
PAG
279
Private Advisor Group
New Jersey
$341K +$5.12K +70 +1%
WA
280
Wealth Alliance
New York
$317K +$16.2K +221 +4%
Verition Fund Management
281
Verition Fund Management
Connecticut
$310K +$422K +5,760 New
JIP
282
Jaffetilchin Investment Partners
Florida
$309K -$48.7K -665 -10%
ACA
283
Atlas Capital Advisors
Wyoming
$307K -$12K -164 -3%
H
284
Hexavest
Quebec, Canada
$301K -$93.1K -1,272 -19%
Osaic Holdings
285
Osaic Holdings
Arizona
$293K -$312K -4,267 -44%
QI
286
QS Investors
New York
$281K -$14.6K -200 -4%
SFI
287
Susquehanna Fundamental Investments
Pennsylvania
$280K -$12.9M -176,039 -97%
BDS
288
Banco de Sabadell
Florida
$271K +$374K +5,103 New
AAM
289
Advisors Asset Management
Colorado
$270K +$8.86K +121 +2%
ER
290
Enlightenment Research
Florida
$269K +$366K +5,000 New
AWM
291
Altium Wealth Management
New York
$257K -$59.9K -818 -15%
XT
292
XTX Topco
Cayman Islands
$257K +$349K +4,769 New
SBF
293
Sara-Bay Financial
Florida
$253K -$11.3K -155 -3%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$251K -$2.8M -38,272 -89%
JF
295
Jump Financial
Illinois
$248K -$601K -8,214 -64%
EVM
296
Eaton Vance Management
Massachusetts
$248K -$148K -2,027 -30%
ZAM
297
Zeal Asset Management
Hong Kong
$231K -$52.4M -716,210 -99%
RIM
298
Redpoint Investment Management
Australia
$223K -$288K -3,932 -49%
Rafferty Asset Management
299
Rafferty Asset Management
New York
$222K +$88.1K +1,203 +41%
NA
300
Navellier & Associates
Nevada
$221K

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.