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TAL Education Group
TAL

72 hedge funds and large institutions have $544M invested in TAL Education Group in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $917K

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

47% more capital invested

Capital invested by funds: $370M → $544M (+$174M)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

9% more funds holding

Funds holding: 66 → 72 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.72% less ownership

Funds ownership: 224.25% → 218.53% (-5.7%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
27
Reduced
11
Closed
18
Calls
$2.93M
Puts
$917K
Net Calls
+$2.01M
Net Calls Change
+$2.17M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$16.3M
2
Principal Financial Group
Principal Financial Group
Iowa
+$15.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.6M
4
BII
Baring International Investment
United Kingdom
+$9.08M
5
Goldman Sachs
Goldman Sachs
New York
+$8.88M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
-$35.1M
2
PCM
Prime Capital Management
Hong Kong
-$20.2M
3
Fidelity International
Fidelity International
Bermuda
-$7.41M
4
Morgan Stanley
Morgan Stanley
New York
-$5.97M
5
HCM
Highbridge Capital Management
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
51
Spot Trading
Illinois
$226K +$190K +61,698 New
HT
52
HAP Trading
New York
$224K +$188K +61,200 New
TAA
53
TB Alternative Assets
Cayman Islands
$220K +$185K +60,000 New
AG
54
Aperio Group
California
$205K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$192K +$47.6K +15,462 +42%
BRWA
56
B. Riley Wealth Advisors
Florida
$153K +$129K +41,790 New
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$146K -$61K -19,800 -33%
BG
58
BlackRock Group
United Kingdom
$141K – – –
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$100K +$84.1K +27,300 New
Group One Trading
60
Group One Trading
Illinois
$84K +$70.2K +22,800 New
TRCT
61
Tower Research Capital (TRC)
New York
$48K +$39.5K +12,828 +5,090%
TDC
62
Thompson Davis & Co
Virginia
$44K +$36.9K +12,000 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$40K +$29.3K +9,510 +639%
WA
64
WFG Advisors
Texas
$28K +$462 +150 +2%
US Bancorp
65
US Bancorp
Minnesota
$24K +$1.75K +570 +10%
AP
66
Advisors Preferred
Maryland
$21K +$18.1K +5,862 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$12K +$6.28K +2,040 +157%
Citigroup
68
Citigroup
New York
$12K +$10K +3,252 +2,168%
FMT
69
First Mercantile Trust
Tennessee
$6K +$4.75K +1,542 New
BFA
70
BlackRock Fund Advisors
California
$4K – – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.04K +$2.55M +828,000 New
HCM
72
Highbridge Capital Management
New York
– -$1.27M -524,664 Closed
SPM
73
Symmetry Peak Management
Pennsylvania
– -$1.13M -468,600 Closed
CS
74
Credit Suisse
Switzerland
– -$1M -413,820 Closed
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
– -$1.24M -401,184 Closed
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TAL Hedge Fund Activity: Q4 2013 in Review

72 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2013, worth a combined $544M — up 47% from $370M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TAL positions and 18 closed out — a net gain of 8 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), opening a new position worth an estimated $16.3M. The largest seller was Tiger Global Management, cutting an estimated $35.1M.

  • 72 institutional investors held TAL Education Group (TAL) as of Q4 2013, up from 66 in Q3 2013.
  • Funds reported $544M of TAL Education Group stock for Q4 2013, up 47% quarter-over-quarter.
  • 26 funds opened new TAL Education Group positions in Q4 2013 and 18 closed out, a net change of +8 holders.
  • The largest TAL Education Group buyer in Q4 2013 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $16.3M added.
  • The largest TAL Education Group seller in Q4 2013 was Tiger Global Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2013.