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TAL Education Group

280 hedge funds and large institutions have $8.2B invested in TAL Education Group in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

25.32% more ownership

Funds ownership: 263.21%288.53% (+25%)

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 90

10% more funds holding

Funds holding: 255280 (+25)

3% less capital invested

Capital invested by funds: $8.46B → $8.2B (-$251M)

87% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $119M

Holders
280
Holders Change
+25
Holders Change %
+9.8%
% of All Funds
6.35%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.52%
New
68
Increased
99
Reduced
90
Closed
39
Calls
$15.8M
Puts
$119M
Net Calls
-$103M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GGHC
26
Gilder Gagnon Howe & Co
New York
$74.8M -$435K -14,294 -0.6%
YCM
27
Yiheng Capital Management
California
$69.5M
ACM
28
Ariose Capital Management
Hong Kong
$67.2M -$4.18M -137,411 -6%
CS
29
Credit Suisse
Switzerland
$64.4M -$34.2M -1,122,939 -34%
YRHAM
30
Yong Rong (HK) Asset Management
Hong Kong
$61.8M +$64.8M +2,130,000 New
American Century Companies
31
American Century Companies
Missouri
$61.4M -$5.68M -186,793 -8%
Northern Trust
32
Northern Trust
Illinois
$55.9M -$4.12M -135,572 -7%
Deutsche Bank
33
Deutsche Bank
Germany
$52.7M +$25.1M +825,268 +87%
HFM
34
Harvest Fund Management
China
$48.9M -$31.3M -1,029,359 -38%
Nomura Asset Management
35
Nomura Asset Management
Japan
$47M +$7.76M +255,246 +19%
DSA
36
Davis Selected Advisers
Arizona
$46.4M -$29.7M -976,647 -38%
Norges Bank
37
Norges Bank
Norway
$43.8M +$26M +855,921 +138%
Bank of America
38
Bank of America
North Carolina
$43.5M +$11.8M +388,195 +36%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.9M -$9.92M -326,292 -18%
MAM
40
Myriad Asset Management
Hong Kong
$42.3M +$43.3M +1,422,700 New
Russell Investments Group
41
Russell Investments Group
United Kingdom
$39.8M +$1.26M +41,517 +3%
UBS Group
42
UBS Group
Switzerland
$38.7M +$14.6M +480,285 +58%
Invesco
43
Invesco
Georgia
$38.4M -$4.49M -147,495 -10%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$35M +$5.04M +165,677 +16%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$34.7M +$10.7M +352,900 +43%
CCS
46
Crosspoint Capital Strategies
California
$34.3M -$41.2K -1,356 -1%
VanEck Associates
47
VanEck Associates
New York
$34.1M -$5.23M -171,900 -13%
Legal & General Group
48
Legal & General Group
United Kingdom
$32.6M +$6.62M +217,721 +25%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$30.7M +$4.08M +134,156 +15%
B
50
Barings
North Carolina
$29M +$29.7M +975,923 New

TAL Hedge Fund Activity: Q4 2017 in Review

280 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2017, worth a combined $8.2B — down 3% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new TAL positions and 39 closed out — a net gain of 29 holders — while 99 added to existing stakes and 90 trimmed.

The largest buyer was UBS AM, adding an estimated $183M. The largest seller was Tairen Capital, exiting entirely with an estimated $165M sold.

  • 280 institutional investors held TAL Education Group (TAL) as of Q4 2017, up from 255 in Q3 2017.
  • Funds reported $8.2B of TAL Education Group stock for Q4 2017, down 3% quarter-over-quarter.
  • 68 funds opened new TAL Education Group positions in Q4 2017 and 39 closed out, a net change of +29 holders.
  • The largest TAL Education Group buyer in Q4 2017 was UBS AM, an estimated $183M added.
  • The largest TAL Education Group seller in Q4 2017 was Tairen Capital, an estimated $165M sold.

Based on aggregated 13F filings for Q4 2017.