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TAL Education Group

105 hedge funds and large institutions have $1.28B invested in TAL Education Group in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

17% more funds holding

Funds holding: 90105 (+15)

12% more capital invested

Capital invested by funds: $1.14B → $1.28B (+$136M)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

16.57% less ownership

Funds ownership: 263.96%247.39% (-17%)

18% less call options, than puts

Call options by funds: $42K | Put options by funds: $51K

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
28
Increased
32
Reduced
33
Closed
13
Calls
$42K
Puts
$51K
Net Calls
-$9K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
26
Northwestern Mutual Investment Management Company
Wisconsin
$5.22M -$72.7K -12,000 -1%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$5.21M
FCE
28
Fiera Capital (Europe)
Cayman Islands
$5.13M -$870K -143,628 -14%
OAM
29
Oxford Asset Management
United Kingdom
$4.82M +$4.96M +819,462 New
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$4.66M +$1.06M +174,600 +28%
State Street
31
State Street
Massachusetts
$4.48M +$203K +33,456 +5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$4.47M -$239K -39,522 -5%
AG
33
Aperio Group
California
$3.88M +$2.47M +408,516 +163%
Millennium Management
34
Millennium Management
New York
$3.85M +$3.06M +506,070 +340%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$3.74M +$3.85M +635,166 New
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$3.7M +$3.81M +628,800 New
O
37
OppenheimerFunds
New York
$3.32M +$1.55M +255,900 +83%
Stifel Financial
38
Stifel Financial
Missouri
$2.75M -$5.5M -908,244 -66%
EDRAMF
39
Edmond de Rothschild Asset Management (France)
France
$2.75M +$2.83M +468,000 New
EDRH
40
Edmond de Rothschild Holding
Switzerland
$2.75M +$2.83M +468,000 New
PAAMCP
41
Pacific Alternative Asset Management Company (PAAMCO)
California
$2.41M -$145K -24,000 -6%
MCM
42
McKinley Capital Management
Alaska
$2.35M -$3.09K -510 -0.1%
BAM
43
Baring Asset Management
United Kingdom
$2.23M -$25.3K -4,176 -1%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.22M -$3.73M -616,686 -62%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2.1M -$42.6K -7,038 -2%
GC
46
Guggenheim Capital
Illinois
$1.86M +$139K +23,010 +8%
NA
47
Navellier & Associates
Nevada
$1.8M +$412K +68,076 +29%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$1.73M +$171K +28,200 +11%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.55M +$1.59M +263,298 New
IMS
50
Index Management Solutions
Pennsylvania
$1.5M +$1.54M +254,796 New

TAL Hedge Fund Activity: Q2 2015 in Review

105 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2015, worth a combined $1.28B — up 12% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TAL positions and 13 closed out — a net gain of 15 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.2M. The largest seller was Franklin Resources, cutting an estimated $14.9M.

  • 105 institutional investors held TAL Education Group (TAL) as of Q2 2015, up from 90 in Q1 2015.
  • Funds reported $1.28B of TAL Education Group stock for Q2 2015, up 12% quarter-over-quarter.
  • 28 funds opened new TAL Education Group positions in Q2 2015 and 13 closed out, a net change of +15 holders.
  • The largest TAL Education Group buyer in Q2 2015 was T. Rowe Price Associates, an estimated $27.2M added.
  • The largest TAL Education Group seller in Q2 2015 was Franklin Resources, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2015.