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TAL Education Group

90 hedge funds and large institutions have $783M invested in TAL Education Group in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $571M → $783M (+$212M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more funds holding

Funds holding: 8590 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

5.06% less ownership

Funds ownership: 223.52%218.46% (-5.1%)

57% less call options, than puts

Call options by funds: $744K | Put options by funds: $1.74M

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
30
Reduced
30
Closed
18
Calls
$744K
Puts
$1.74M
Net Calls
-$998K
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$45K +$308 +78 +0.8%
WA
77
WFG Advisors
Texas
$42K +$2.37K +600 +7%
TDC
78
Thompson Davis & Co
Virginia
$28K -$11.9K -3,000 -33%
AIG
79
American International Group
New York
$27.5K +$4.74K +1,200 +25%
RIA
80
Regal Investment Advisors
Michigan
$17K +$14.4K +3,642 New
US Bancorp
81
US Bancorp
Minnesota
$15K -$8.89K -2,250 -41%
BRWM
82
B. Riley Wealth Management
Tennessee
$13K
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$11K +$9.49K +2,400 New
Citigroup
84
Citigroup
New York
$10K +$8.78K +2,220 New
FMT
85
First Mercantile Trust
Tennessee
$6K -$546 -138 -9%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$6K +$5.24K +1,326 New
BFA
87
BlackRock Fund Advisors
California
$5K
OA
88
OFI Advisors
Pennsylvania
$5K
TRCT
89
Tower Research Capital (TRC)
New York
$4K +$308 +78 +9%
Ameriprise
90
Ameriprise
Minnesota
$3K +$2.42K +612 +464%
VP
91
Value Partners
Hong Kong
-$8.47M -2,256,012 Closed
Millennium Management
92
Millennium Management
New York
-$2.74M -730,926 Closed
PP
93
PDT Partners
New York
-$932K -248,268 Closed
CIC
94
Chilton Investment Company
Connecticut
-$685K -182,442 Closed
AL
95
AJO LP
Pennsylvania
-$599K -159,600 Closed
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
-$545K -145,296 Closed
Marshall Wace
97
Marshall Wace
United Kingdom
-$418K -111,426 Closed
HT
98
HAP Trading
New York
-$389K -103,680 Closed
BPGAM
99
BTG Pactual Global Asset Management
Bermuda
-$374K -99,600 Closed
CS
100
Credit Suisse
Switzerland
-$286K -76,194 Closed

TAL Hedge Fund Activity: Q2 2014 in Review

90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2014, worth a combined $783M — up 37% from $571M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TAL positions and 18 closed out — a net gain of 5 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was UBS AM, adding an estimated $53.3M. The largest seller was Prime Capital Management, cutting an estimated $30.5M.

  • 90 institutional investors held TAL Education Group (TAL) as of Q2 2014, up from 85 in Q1 2014.
  • Funds reported $783M of TAL Education Group stock for Q2 2014, up 37% quarter-over-quarter.
  • 23 funds opened new TAL Education Group positions in Q2 2014 and 18 closed out, a net change of +5 holders.
  • The largest TAL Education Group buyer in Q2 2014 was UBS AM, an estimated $53.3M added.
  • The largest TAL Education Group seller in Q2 2014 was Prime Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2014.