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TAL Education Group

90 hedge funds and large institutions have $1.14B invested in TAL Education Group in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $614K | Put options by funds: $251K

17% more capital invested

Capital invested by funds: $976M → $1.14B (+$166M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.69% less ownership

Funds ownership: 266.65%263.96% (-2.7%)

12% less funds holding

Funds holding: 10290 (-12)

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
90
Holders Change
-12
Holders Change %
-11.76%
% of All Funds
2.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
12
Increased
26
Reduced
35
Closed
24
Calls
$614K
Puts
$251K
Net Calls
+$363K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$25K +$22.7K +4,464 New
RIA
77
Regal Investment Advisors
Michigan
$20K
SEI Investments
78
SEI Investments
Pennsylvania
$19K +$2.32K +456 +16%
CCA
79
Catalyst Capital Advisors
New York
$17K
TDC
80
Thompson Davis & Co
Virginia
$17K
BRWM
81
B. Riley Wealth Management
Tennessee
$16K
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$13K +$3.94K +774 +47%
AP
83
Advisors Preferred
Maryland
$11.7K +$10.7K +2,106 New
FMT
84
First Mercantile Trust
Tennessee
$8K
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$7K
US Bancorp
86
US Bancorp
Minnesota
$7K +$2.53K +498 +60%
BIT
87
BlackRock Institutional Trust
California
$6K
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$2K -$777K -152,778 -100%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25K +$30.5K +6,000 +3%
Citigroup
90
Citigroup
New York
$1K -$4.3K -846 -72%
SM
91
SCGE Management
California
-$16.9M -3,600,000 Closed
TAA
92
TB Alternative Assets
Cayman Islands
-$11.3M -2,423,466 Closed
PRCM
93
Pine River Capital Management
Minnesota
-$6.14M -1,310,754 Closed
LA
94
LBN Advisers
Hong Kong
-$4.15M -886,800 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
-$3.99M -851,400 Closed
MSA
96
Mason Street Advisors
Wisconsin
-$3.88M -828,000 Closed
Two Sigma Investments
97
Two Sigma Investments
New York
-$2.58M -551,202 Closed
ARTA
98
A.R.T. Advisors
New York
-$1.21M -258,960 Closed
Ninety One (UK)
99
Ninety One (UK)
United Kingdom
-$947K -202,200 Closed
GCP
100
GSA Capital Partners
United Kingdom
-$907K -193,782 Closed

TAL Hedge Fund Activity: Q1 2015 in Review

90 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2015, worth a combined $1.14B — up 17% from $976M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TAL and 12 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 26 added.

The largest buyer was AllianceBernstein, adding an estimated $29.4M. The largest seller was Baring Asset Management, cutting an estimated $26.4M.

  • 90 institutional investors held TAL Education Group (TAL) as of Q1 2015, down from 102 in Q4 2014.
  • Funds reported $1.14B of TAL Education Group stock for Q1 2015, up 17% quarter-over-quarter.
  • 12 funds opened new TAL Education Group positions in Q1 2015 and 24 closed out, a net change of -12 holders.
  • The largest TAL Education Group buyer in Q1 2015 was AllianceBernstein, an estimated $29.4M added.
  • The largest TAL Education Group seller in Q1 2015 was Baring Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2015.