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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
HIIFS
326
Harel Insurance Investments & Financial Services
Israel
$20K +$19.7K +261 New
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$16K -$13.8M -182,798 -100%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K -$1.15M -15,256 -99%
CWM
329
Cedar Wealth Management
California
$15K
VFA
330
Valeo Financial Advisors
Indiana
$15K
ABC
331
Associated Banc-Corp
Wisconsin
$11K
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$10K -$3.9M -51,688 -100%
GWM
333
Geneos Wealth Management
Colorado
$9K
ASN
334
Advisory Services Network
Georgia
$9K +$9.35K +124 New
BCA
335
Berman Capital Advisors
Georgia
$8K -$829 -11 -9%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$8K
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$7K
PWMG
338
Prestige Wealth Management Group
New Jersey
$7K
PCG
339
Private Capital Group
Connecticut
$7K
Bessemer Group
340
Bessemer Group
New Jersey
$6K +$5.5K +73 New
VanEck Associates
341
VanEck Associates
New York
$5K
GWS
342
Glassman Wealth Services
Virginia
$5K +$1.89K +25 +57%
FFA
343
Founders Financial Alliance
North Carolina
$5K +$5.28K +70 New
EARNEST Partners
344
EARNEST Partners
Georgia
$4K
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$4K +$4.07K +54 New
JWM
346
Janiczek Wealth Management
Colorado
$3K +$3.02K +40 New
TFGT
347
TS Financial Group (TSFG)
Illinois
$2K -$302 -4 -15%
SIS
348
Sound Income Strategies
Florida
$1K
WCG
349
Weaver Consulting Group
California
$1K
TC
350
Tairen Capital
Hong Kong
-$87.9M -1,285,020 Closed

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.