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TAL Education Group

332 hedge funds and large institutions have $18.1B invested in TAL Education Group in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

11% more funds holding

Funds holding: 300332 (+32)

7% more capital invested

Capital invested by funds: $17B → $18.1B (+$1.14B)

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

8.67% less ownership

Funds ownership: 274.15%265.49% (-8.7%)

17% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 129

44% less call options, than puts

Call options by funds: $134M | Put options by funds: $237M

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
7.32%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.82%
New
64
Increased
107
Reduced
129
Closed
30
Calls
$134M
Puts
$237M
Net Calls
-$104M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$118M +$28.3M +526,811 +31%
Bank of America
27
Bank of America
North Carolina
$115M +$77.7M +1,444,596 +200%
KFA
28
Krane Funds Advisors
New York
$113M +$28.4M +528,888 +33%
Korea Investment Corp
29
Korea Investment Corp
South Korea
$113M -$344K -6,400 -0.3%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$110M +$15.2M +283,056 +16%
Northern Trust
31
Northern Trust
Illinois
$109M +$1.51M +28,161 +1%
SVI
32
Strategic Vision Investment
Hong Kong
$107M +$78.9M +1,466,920 +268%
UBS Group
33
UBS Group
Switzerland
$103M +$12.1M +224,683 +13%
Fidelity International
34
Fidelity International
Bermuda
$97.8M -$6.55M -121,678 -6%
Citigroup
35
Citigroup
New York
$96.7M -$20.6M -382,742 -17%
American Century Companies
36
American Century Companies
Missouri
$95.9M -$29.2M -542,082 -23%
HFM
37
Harvest Fund Management
China
$90.3M +$5.01M +93,125 +4%
JP Morgan Chase
38
JP Morgan Chase
New York
$89.9M +$63.1M +1,172,457 +227%
GAM
39
Greenwoods Asset Management
Cayman Islands
$86.8M +$29.3M +545,408 +50%
AAMU
40
Amundi Asset Management US
Massachusetts
$85M +$13M +242,085 +18%
PAM
41
Pinpoint Asset Management
Hong Kong
$83.5M +$1.93M +35,900 +2%
TA
42
Trivest Advisors
Hong Kong
$83.1M -$21.5M -400,000 -20%
VAM
43
Veritas Asset Management
United Kingdom
$79.9M +$80.7M +1,500,000 New
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$77.8M +$1.49M +27,616 +2%
RAA
45
RWC Asset Advisors
Florida
$75.4M -$34.5M -641,610 -31%
Ameriprise
46
Ameriprise
Minnesota
$75.2M +$13.1M +243,830 +21%
AAM
47
Anglepoint Asset Management
Cayman Islands
$70.5M -$77.3M -1,437,738 -52%
B
48
Barings
North Carolina
$69.2M +$12.8M +237,801 +22%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$63M -$28.2M -524,054 -30%
GGHC
50
Gilder Gagnon Howe & Co
New York
$62.8M -$2.28M -42,373 -3%

TAL Hedge Fund Activity: Q1 2020 in Review

332 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2020, worth a combined $18.1B — up 6.7% from $17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TAL positions and 30 closed out — a net gain of 34 holders — while 107 added to existing stakes and 129 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $224M. The largest seller was Morgan Stanley, cutting an estimated $657M.

  • 332 institutional investors held TAL Education Group (TAL) as of Q1 2020, up from 300 in Q4 2019.
  • Funds reported $18.1B of TAL Education Group stock for Q1 2020, up 6.7% quarter-over-quarter.
  • 64 funds opened new TAL Education Group positions in Q1 2020 and 30 closed out, a net change of +34 holders.
  • The largest TAL Education Group buyer in Q1 2020 was William Blair Investment Management, an estimated $224M added.
  • The largest TAL Education Group seller in Q1 2020 was Morgan Stanley, an estimated $657M sold.

Based on aggregated 13F filings for Q1 2020.