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TAL Education Group

90 hedge funds and large institutions have $783M invested in TAL Education Group in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $571M → $783M (+$212M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more funds holding

Funds holding: 8590 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

5.06% less ownership

Funds ownership: 223.52%218.46% (-5.1%)

57% less call options, than puts

Call options by funds: $744K | Put options by funds: $1.74M

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
30
Reduced
30
Closed
18
Calls
$744K
Puts
$1.74M
Net Calls
-$998K
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.71M +$847K +214,200 +36%
FCE
27
Fiera Capital (Europe)
Cayman Islands
$3.65M +$3.14M +795,030 New
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$3.61M +$87.9K +22,230 +3%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$3.3M -$678K -171,426 -19%
Invesco
30
Invesco
Georgia
$2.96M -$442K -111,768 -15%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2.57M +$72.7K +18,402 +3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$2.5M +$612K +154,800 +40%
Wells Fargo
33
Wells Fargo
California
$2.41M +$602K +152,370 +41%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.41M +$2.08M +525,600 New
BII
35
Baring International Investment
United Kingdom
$2.39M +$2.06M +520,764 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.2M +$369K +93,240 +24%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.12M
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.09M +$1.29M +325,800 +250%
MCM
39
McKinley Capital Management
Alaska
$2.06M -$10.4K -2,622 -0.6%
HCMT
40
Highland Capital Management (Texas)
Texas
$2.06M +$1.78M +450,000 New
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$1.96M +$1.69M +426,600 New
NA
42
Navellier & Associates
Nevada
$1.95M -$90.5K -22,884 -5%
GC
43
Guggenheim Capital
Illinois
$1.54M +$31.2K +7,884 +2%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.51M +$1.12M +283,302 +610%
State Street
45
State Street
Massachusetts
$1.36M +$21.5K +5,448 +2%
NCCM
46
Nine Chapters Capital Management
New Jersey
$1.33M -$185K -46,800 -14%
Verition Fund Management
47
Verition Fund Management
Connecticut
$1.24M +$1.07M +270,000 New
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.15M +$996K +251,832 New
MICM
49
Matthews International Capital Management
California
$979K +$16.6K +4,200 +2%
PAM
50
Panagora Asset Management
Massachusetts
$948K

TAL Hedge Fund Activity: Q2 2014 in Review

90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2014, worth a combined $783M — up 37% from $571M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TAL positions and 18 closed out — a net gain of 5 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was UBS AM, adding an estimated $53.3M. The largest seller was Prime Capital Management, cutting an estimated $30.5M.

  • 90 institutional investors held TAL Education Group (TAL) as of Q2 2014, up from 85 in Q1 2014.
  • Funds reported $783M of TAL Education Group stock for Q2 2014, up 37% quarter-over-quarter.
  • 23 funds opened new TAL Education Group positions in Q2 2014 and 18 closed out, a net change of +5 holders.
  • The largest TAL Education Group buyer in Q2 2014 was UBS AM, an estimated $53.3M added.
  • The largest TAL Education Group seller in Q2 2014 was Prime Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2014.