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TAL Education Group

219 hedge funds and large institutions have $2.15B invested in TAL Education Group in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

175% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.2M

60% more capital invested

Capital invested by funds: $1.35B → $2.15B (+$801M)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

19.2% more ownership

Funds ownership: 164.01%183.22% (+19%)

15% more funds holding

Funds holding: 190219 (+29)

8% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 63

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
50
Increased
68
Reduced
63
Closed
18
Calls
$116M
Puts
$42.2M
Net Calls
+$73.9M
Net Calls Change
-$3.03B
Name Holding Trade Value Shares
Change
Change in
Stake
QI
101
Qtron Investments
Massachusetts
$756K +$88.5K +15,963 +18%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$750K -$222K -40,068 -27%
Simplex Trading
103
Simplex Trading
Illinois
$744K +$236K +42,582 +68%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$716K +$91.2K +16,460 +19%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$713K -$183K -33,031 -25%
OAM
106
Oberweis Asset Management
Illinois
$670K +$527K +95,000 New
National Pension Service
107
National Pension Service
South Korea
$655K +$23.1K +4,169 +5%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$651K -$21.6K -3,895 -4%
First Trust Advisors
109
First Trust Advisors
Illinois
$632K -$587K -105,999 -54%
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$583K -$912K -164,600 -67%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$567K
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$549K
Asset Management One
113
Asset Management One
Japan
$529K -$223K -40,305 -36%
AllianceBernstein
114
AllianceBernstein
Tennessee
$511K +$401K +72,440 New
CCM
115
Cullen Capital Management
New York
$460K +$69.7K +12,578 +9%
SAM
116
Shell Asset Management
Netherlands
$436K -$44.9K -8,100 -12%
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$417K +$328K +59,170 New
GIBU
118
Gulf International Bank (UK)
United Kingdom
$415K
PA
119
Profund Advisors
Maryland
$396K -$638K -115,079 -67%
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$393K +$22.7K +4,100 +8%
Ameriprise
121
Ameriprise
Minnesota
$383K +$188K +33,903 +166%
Nomura Holdings
122
Nomura Holdings
Japan
$379K +$109K +19,606 +58%
SSA
123
Schonfeld Strategic Advisors
New York
$372K +$292K +52,700 New
PP
124
Prudential plc
United Kingdom
$354K +$82K +14,799 +42%
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$339K

TAL Hedge Fund Activity: Q4 2022 in Review

219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2022, worth a combined $2.15B — up 60% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TAL positions and 18 closed out — a net gain of 32 holders — while 68 added to existing stakes and 63 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $43.1M. The largest seller was UBS Group, cutting an estimated $67.3M.

  • 219 institutional investors held TAL Education Group (TAL) as of Q4 2022, up from 190 in Q3 2022.
  • Funds reported $2.15B of TAL Education Group stock for Q4 2022, up 60% quarter-over-quarter.
  • 50 funds opened new TAL Education Group positions in Q4 2022 and 18 closed out, a net change of +32 holders.
  • The largest TAL Education Group buyer in Q4 2022 was Goldman Sachs, an estimated $43.1M added.
  • The largest TAL Education Group seller in Q4 2022 was UBS Group, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2022.