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TAL Education Group

85 hedge funds and large institutions have $571M invested in TAL Education Group in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $2.13M

18% more funds holding

Funds holding: 7285 (+13)

4.99% more ownership

Funds ownership: 218.53%223.52% (+5%)

5% more capital invested

Capital invested by funds: $544M → $571M (+$26.3M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
25
Reduced
32
Closed
10
Calls
$2.6M
Puts
$2.13M
Net Calls
+$470K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$418K +$441K +111,426 New
U
52
UBS
Switzerland
$409K -$948K -239,676 -69%
HT
53
HAP Trading
New York
$389K +$168K +42,480 +69%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$385K +$105K +26,496 +35%
BPGAM
55
BTG Pactual Global Asset Management
Bermuda
$374K +$394K +99,600 New
BlackRock
56
BlackRock
New York
$331K -$56.1K -14,184 -14%
CS
57
Credit Suisse
Switzerland
$286K +$301K +76,194 New
SGAM
58
Smith Group Asset Management
Texas
$261K -$26.2K -6,636 -9%
AL
59
Airain Ltd
Guernsey
$234K +$246K +62,316 New
CAM
60
ClariVest Asset Management
California
$231K -$368K -93,006 -60%
VKH
61
Virtu KCG Holdings
New York
$217K +$229K +57,804 New
BAMCO Inc
62
BAMCO Inc
New York
$212K +$224K +56,544 New
GH
63
GAM Holding
Switzerland
$201K +$211K +53,400 New
IRS
64
Invictus RG (Singapore)
Singapore
$201K +$212K +53,550 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$175K -$22.9K -5,790 -11%
Group One Trading
66
Group One Trading
Illinois
$170K +$89.1K +22,530 +99%
BG
67
BlackRock Group
United Kingdom
$145K
Creative Planning
68
Creative Planning
Kansas
$45K +$47.4K +12,000 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$36K -$5.15K -1,302 -12%
TDC
70
Thompson Davis & Co
Virginia
$34K -$11.9K -3,000 -25%
WA
71
WFG Advisors
Texas
$32K +$4.15K +1,050 +14%
AP
72
Advisors Preferred
Maryland
$30K +$8.42K +2,130 +36%
QT
73
Quantbot Technologies
New York
$27K +$28.5K +7,200 New
GXMC
74
Global X Management Company
New York
$21K +$22.5K +5,688 New
US Bancorp
75
US Bancorp
Minnesota
$20K -$4.32K -1,092 -17%

TAL Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2014, worth a combined $571M — up 4.8% from $544M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TAL positions and 10 closed out — a net gain of 14 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was UBS AM, adding an estimated $33.7M. The largest seller was Tiger Global Management, exiting entirely with an estimated $69.3M sold.

  • 85 institutional investors held TAL Education Group (TAL) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $571M of TAL Education Group stock for Q1 2014, up 4.8% quarter-over-quarter.
  • 24 funds opened new TAL Education Group positions in Q1 2014 and 10 closed out, a net change of +14 holders.
  • The largest TAL Education Group buyer in Q1 2014 was UBS AM, an estimated $33.7M added.
  • The largest TAL Education Group seller in Q1 2014 was Tiger Global Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2014.