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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
HPC
326
HM Payson & Co
Maine
$18K
RWB
327
RMR Wealth Builders
New Jersey
$17K
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$16K
RE
329
RBC Europe
United Kingdom
$15.3K
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$14K +$19.3K +264 New
CWM
331
Cedar Wealth Management
California
$13K
NICM
332
Neo Ivy Capital Management
New York
$13K +$17.1K +233 New
BWA
333
BDO Wealth Advisors
Florida
$12K
EFSCE
334
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$1.46K +20 +10%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K
FPS
336
Fieldpoint Private Securities
Connecticut
$11K +$1.1K +15 +8%
JWM
337
Janiczek Wealth Management
Colorado
$11K +$11.1K +152 +281%
VFA
338
Valeo Financial Advisors
Indiana
$10K -$659 -9 -4%
BMD
339
Better Money Decisions
New Mexico
$10K +$14.2K +194 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$8K
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$5K
PCG
342
Private Capital Group
Connecticut
$5K
BCA
343
Berman Capital Advisors
Georgia
$5K +$1.02K +14 +16%
SFMG
344
Sage Financial Management Group
Virginia
$5K +$7.32K +100 New
APA
345
American Portfolios Advisors
New York
$4.74K +$6.44K +88 New
HI
346
Harbour Investments
Wisconsin
$4K +$5.49K +75 New
AWM
347
Activest Wealth Management
Florida
$4K +$6K +82 New
EARNEST Partners
348
EARNEST Partners
Georgia
$3K
PWMG
349
Prestige Wealth Management Group
New Jersey
$3K
GWS
350
Glassman Wealth Services
Virginia
$2K -$2.12K -29 -42%

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.