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TAL Education Group

90 hedge funds and large institutions have $1.14B invested in TAL Education Group in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $614K | Put options by funds: $251K

17% more capital invested

Capital invested by funds: $976M → $1.14B (+$166M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.69% less ownership

Funds ownership: 266.65%263.96% (-2.7%)

12% less funds holding

Funds holding: 10290 (-12)

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
90
Holders Change
-12
Holders Change %
-11.76%
% of All Funds
2.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
12
Increased
26
Reduced
35
Closed
24
Calls
$614K
Puts
$251K
Net Calls
+$363K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FCE
26
Fiera Capital (Europe)
Cayman Islands
$5.62M +$5.1M +1,003,452 +8,279%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.51M -$889K -174,690 -15%
NMIMC
28
Northwestern Mutual Investment Management Company
Wisconsin
$4.98M +$4.58M +900,000 New
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$4.9M +$351K +69,000 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.42M +$225K +44,172 +6%
ICP
31
Indus Capital Partners
New York
$4.41M -$116K -22,800 -3%
State Street
32
State Street
Massachusetts
$4.03M -$83K -16,320 -2%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$3.5M +$40.6K +7,992 +1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.14M
Citadel Advisors
35
Citadel Advisors
Florida
$2.46M +$169K +33,318 +8%
PAAMCP
36
Pacific Alternative Asset Management Company (PAAMCO)
California
$2.4M +$954K +187,662 +76%
MCM
37
McKinley Capital Management
Alaska
$2.21M
BAM
38
Baring Asset Management
United Kingdom
$2.12M -$26.4M -5,181,690 -93%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$2.02M +$91.1K +17,916 +5%
O
40
OppenheimerFunds
New York
$1.71M
GC
41
Guggenheim Capital
Illinois
$1.63M -$45.3K -8,898 -3%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$1.47M +$208K +40,800 +18%
AG
43
Aperio Group
California
$1.39M +$198K +38,874 +18%
NA
44
Navellier & Associates
Nevada
$1.32M -$778K -152,946 -39%
SI
45
Sensato Investors
California
$980K +$900K +177,000 New
Renaissance Technologies
46
Renaissance Technologies
New York
$933K -$10.7M -2,106,000 -93%
AA
47
AlphaMark Advisors
Kentucky
$846K +$157K +30,936 +25%
GPCM
48
Granite Point Capital Management
Massachusetts
$831K
Millennium Management
49
Millennium Management
New York
$825K +$758K +149,040 New
PPA
50
Parametric Portfolio Associates
Washington
$790K -$34.4K -6,756 -5%

TAL Hedge Fund Activity: Q1 2015 in Review

90 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2015, worth a combined $1.14B — up 17% from $976M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TAL and 12 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 26 added.

The largest buyer was AllianceBernstein, adding an estimated $29.4M. The largest seller was Baring Asset Management, cutting an estimated $26.4M.

  • 90 institutional investors held TAL Education Group (TAL) as of Q1 2015, down from 102 in Q4 2014.
  • Funds reported $1.14B of TAL Education Group stock for Q1 2015, up 17% quarter-over-quarter.
  • 12 funds opened new TAL Education Group positions in Q1 2015 and 24 closed out, a net change of -12 holders.
  • The largest TAL Education Group buyer in Q1 2015 was AllianceBernstein, an estimated $29.4M added.
  • The largest TAL Education Group seller in Q1 2015 was Baring Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2015.