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TAL Education Group
TAL

85 hedge funds and large institutions have $571M invested in TAL Education Group in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

22% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $2.13M

18% more funds holding

Funds holding: 72 → 85 (+13)

4.99% more ownership

Funds ownership: 218.53% → 223.52% (+5%)

5% more capital invested

Capital invested by funds: $544M → $571M (+$26.3M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
25
Reduced
32
Closed
10
Calls
$2.6M
Puts
$2.13M
Net Calls
+$470K
Net Calls Change
-$1.54M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$33.7M
2
Principal Financial Group
Principal Financial Group
Iowa
+$29.4M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$16.7M
5
VP
Value Partners
Hong Kong
+$8.92M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
-$69.3M
2
Fidelity International
Fidelity International
Bermuda
-$20.6M
3
BII
Baring International Investment
United Kingdom
-$10.8M
4
PCM
Prime Capital Management
Hong Kong
-$8.59M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
McKinley Capital Management
Alaska
$1.7M -$2.54K -642 -0.1%
NA
27
Navellier & Associates
Nevada
$1.68M +$1.77M +448,758 New
ARTA
28
A.R.T. Advisors
New York
$1.64M +$1.15M +289,902 +196%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.56M +$79K +19,992 +5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.45M -$531K -134,256 -26%
Wells Fargo
31
Wells Fargo
California
$1.41M -$1.08M -273,528 -42%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.38M +$64K +16,200 +4%
NCCM
33
Nine Chapters Capital Management
New Jersey
$1.27M -$225K -57,000 -14%
GC
34
Guggenheim Capital
Illinois
$1.23M -$125K -31,530 -9%
State Street
35
State Street
Massachusetts
$1.09M -$688K -173,946 -37%
RFC
36
Russell Frank Company
Washington
$1.07M -$861K -217,866 -43%
GPCM
37
Granite Point Capital Management
Massachusetts
$1.07M -$1.25M -315,600 -53%
PP
38
PDT Partners
New York
$932K +$981K +248,268 New
MICM
39
Matthews International Capital Management
California
$786K -$216K -54,600 -21%
PAM
40
Panagora Asset Management
Massachusetts
$776K +$818K +206,868 New
CIC
41
Chilton Investment Company
Connecticut
$685K -$364K -92,172 -34%
Bank of America
42
Bank of America
North Carolina
$665K -$2.93M -741,798 -81%
AL
43
AJO LP
Pennsylvania
$599K +$325K +82,200 +106%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$545K +$466K +117,996 +432%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$488K -$330K -83,400 -39%
GCP
46
GSA Capital Partners
United Kingdom
$488K +$513K +129,888 New
BIM
47
Baldwin Investment Management
Pennsylvania
$484K – – –
AG
48
Aperio Group
California
$459K +$484K +122,352 New
PPA
49
Parametric Portfolio Associates
Washington
$427K -$49.5K -12,516 -10%
HI
50
HBK Investments
Texas
$419K +$441K +111,600 New
1
2
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TAL Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2014, worth a combined $571M — up 4.8% from $544M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TAL positions and 10 closed out — a net gain of 14 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was UBS AM, adding an estimated $33.7M. The largest seller was Tiger Global Management, exiting entirely with an estimated $69.3M sold.

  • 85 institutional investors held TAL Education Group (TAL) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $571M of TAL Education Group stock for Q1 2014, up 4.8% quarter-over-quarter.
  • 24 funds opened new TAL Education Group positions in Q1 2014 and 10 closed out, a net change of +14 holders.
  • The largest TAL Education Group buyer in Q1 2014 was UBS AM, an estimated $33.7M added.
  • The largest TAL Education Group seller in Q1 2014 was Tiger Global Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2014.