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TAL Education Group

265 hedge funds and large institutions have $11.9B invested in TAL Education Group in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 88

5.58% less ownership

Funds ownership: 276.94%271.36% (-5.6%)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$974M)

9% less funds holding

Funds holding: 292265 (-27)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

52% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 50

76% less call options, than puts

Call options by funds: $60M | Put options by funds: $250M

Holders
265
Holders Change
-27
Holders Change %
-9.25%
% of All Funds
5.81%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.37%
New
24
Increased
114
Reduced
88
Closed
50
Calls
$60M
Puts
$250M
Net Calls
-$190M
Net Calls Change
+$916K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
76
Charles Schwab
California
$14.1M +$699K +20,062 +5%
RAA
77
RWC Asset Advisors
Florida
$13.8M +$14M +402,053 New
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M -$27.8M -797,070 -68%
CI Investments Inc
79
CI Investments Inc
Ontario, Canada
$12.6M +$351K +10,073 +3%
Canada Life
80
Canada Life
Manitoba, Canada
$12.5M +$1.89M +54,252 +17%
PPA
81
Parametric Portfolio Associates
Washington
$11.9M -$487 -14 -0%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$11.4M +$3.59M +103,098 +45%
Temasek Holdings
83
Temasek Holdings
Singapore
$10.8M +$11M +315,765 New
AG
84
Aperio Group
California
$10.6M -$688K -19,759 -6%
CGI
85
Calixto Global Investors
Florida
$10.4M +$2.96M +85,134 +39%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$10M +$2.46M +70,607 +32%
Caisse de Depot et Placement du Quebec (CDPQ)
87
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.78M -$2.09M -60,102 -17%
FTIM
88
Flowering Tree Investment Management
Singapore
$8.94M -$425K -12,209 -4%
MICM
89
Matthews International Capital Management
California
$8.9M +$9.05M +259,800 New
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.89M +$825K +23,700 +10%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$8.14M +$871K +25,000 +12%
PL
92
Parkwood LLC
Ohio
$7.66M +$308K +8,850 +4%
MIP
93
Marietta Investment Partners
Wisconsin
$7.65M -$81.5K -2,342 -1%
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$7.52M -$7.46M -214,252 -49%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$7.24M
EDRH
96
Edmond de Rothschild Holding
Switzerland
$7M
SMDAM
97
Sumitomo Mitsui DS Asset Management
Japan
$6.4M -$30.1K -864 -0.5%
Walleye Trading
98
Walleye Trading
New York
$6.34M +$5.65M +162,347 +711%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$5.81M +$369K +10,600 +7%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$5.74M +$2.44M +70,122 +72%

TAL Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2019, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of TAL and 24 opened new positions — a net loss of 26 holders — while 88 trimmed existing stakes and 114 added.

The largest buyer was UBS AM, adding an estimated $170M. The largest seller was Mirae Asset Global Investments, cutting an estimated $61M.

  • 265 institutional investors held TAL Education Group (TAL) as of Q3 2019, down from 292 in Q2 2019.
  • Funds reported $11.9B of TAL Education Group stock for Q3 2019, down 7.6% quarter-over-quarter.
  • 24 funds opened new TAL Education Group positions in Q3 2019 and 50 closed out, a net change of -26 holders.
  • The largest TAL Education Group buyer in Q3 2019 was UBS AM, an estimated $170M added.
  • The largest TAL Education Group seller in Q3 2019 was Mirae Asset Global Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2019.