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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
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$217K +$19.1K +261 +7%
CWM
302
Cabot Wealth Management
Massachusetts
$212K +$288K +3,930 New
CCG
303
Cloverfields Capital Group
Minnesota
$209K +$3.59K +49 +1%
JAM
304
Jupiter Asset Management
United Kingdom
$206K -$683K -9,331 -71%
PA
305
Parallel Advisors
California
$177K +$167K +2,282 +227%
CM
306
Caption Management
Oklahoma
$161K +$110K +1,500 +100%
CCM
307
CAAS Capital Management
New York
$155K +$211K +2,880 New
S
308
SignatureFD
Georgia
$140K -$1.76K -24 -0.9%
MAM
309
Majedie Asset Management
United Kingdom
$121K
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$103K -$2.27K -31 -2%
CC
311
Centiva Capital
New York
$96K +$130K +1,777 New
HL
312
Harding Loevner
New Jersey
$96K +$131K +1,791 New
GAM
313
GVO Asset Management
Switzerland
$94K -$49.4K -675 -28%
SAM
314
Sycomore Asset Management
France
$76K +$107K +1,464 New
QCG
315
Quadrant Capital Group
Ohio
$71K +$17.6K +240 +22%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$63K +$11.6K +158 +16%
PI
317
PineBridge Investments
New York
$60K +$81.5K +1,114 New
ED
318
Exane Derivatives
France
$48.7K
TFS
319
TrustCore Financial Services
Tennessee
$45K
Lazard Asset Management
320
Lazard Asset Management
New York
$43K
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$38K +$51.5K +704 New
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$35K +$15.8K +216 +50%
LC
323
Lindbrook Capital
California
$33K +$2.93K +40 +7%
Federated Hermes
324
Federated Hermes
Pennsylvania
$32K +$43K +588 New
MHR
325
Matthew Hamilton Rosenberg
$27K

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.