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TAL Education Group

300 hedge funds and large institutions have $17B invested in TAL Education Group in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 26

112% more funds holding in top 10

Funds holding in top 10: 1736 (+19)

42% more capital invested

Capital invested by funds: $11.9B → $17B (+$5.06B)

13% more funds holding

Funds holding: 265300 (+35)

2.8% more ownership

Funds ownership: 271.36%274.15% (+2.8%)

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

75% less call options, than puts

Call options by funds: $80.7M | Put options by funds: $326M

Holders
300
Holders Change
+35
Holders Change %
+13.21%
% of All Funds
5.91%
Holding in Top 10
36
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+111.76%
% of All Funds
0.71%
New
63
Increased
98
Reduced
97
Closed
26
Calls
$80.7M
Puts
$326M
Net Calls
-$246M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
51
Point72 Hong Kong
Hong Kong
$50.3M +$42.9M +999,585 +2,289%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$48.1M -$139K -3,240 -0.3%
Allianz Asset Management
53
Allianz Asset Management
Germany
$47.5M +$3.12M +72,517 +8%
Geode Capital Management
54
Geode Capital Management
Massachusetts
$46.4M +$2.41M +56,070 +6%
RA
55
Rovida Advisors
Florida
$46.2M
Swiss National Bank
56
Swiss National Bank
Switzerland
$44.1M -$15.9M -370,317 -29%
AQR Capital Management
57
AQR Capital Management
Connecticut
$43.4M +$137K +3,197 +0.4%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$43M -$454K -10,577 -1%
AI
59
Axiom Investors
Connecticut
$41.5M +$856K +19,930 +2%
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.4M -$5.59M -130,200 -13%
GIM
61
Growth Interface Management
Florida
$39M -$1.29M -30,000 -4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$38.1M +$5.21M +121,347 +18%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$37.4M +$1.79M +41,675 +6%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$37.3M +$33.3M +774,437 New
TC
65
Tairen Capital
Hong Kong
$34.9M +$24.2M +562,833 +351%
Bank of America
66
Bank of America
North Carolina
$34.8M +$2.52M +58,730 +9%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$32.4M -$386K -8,989 -1%
AllianceBernstein
68
AllianceBernstein
Tennessee
$32.1M +$2.46M +57,179 +9%
TAA
69
TB Alternative Assets
Cayman Islands
$32M -$19.2M -446,989 -40%
N
70
Nuveen
North Carolina
$29.1M -$487K -11,344 -2%
SEI Investments
71
SEI Investments
Pennsylvania
$27.4M +$1.02M +23,633 +4%
BS
72
Banco Santander
Spain
$27M -$16.8M -390,330 -41%
T
73
TOBAM
France
$26.5M -$4.67M -108,766 -17%
WAM
74
WT Asset Management
Hong Kong
$26.4M +$23.6M +548,600 New
SVI
75
Strategic Vision Investment
Hong Kong
$26.3M +$4.95M +115,200 +27%

TAL Hedge Fund Activity: Q4 2019 in Review

300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2019, worth a combined $17B — up 42% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TAL positions and 26 closed out — a net gain of 37 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Harvest Fund Management, adding an estimated $84.9M. The largest seller was Tiger Global Management, cutting an estimated $157M.

  • 300 institutional investors held TAL Education Group (TAL) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $17B of TAL Education Group stock for Q4 2019, up 42% quarter-over-quarter.
  • 63 funds opened new TAL Education Group positions in Q4 2019 and 26 closed out, a net change of +37 holders.
  • The largest TAL Education Group buyer in Q4 2019 was Harvest Fund Management, an estimated $84.9M added.
  • The largest TAL Education Group seller in Q4 2019 was Tiger Global Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2019.