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TAL Education Group

219 hedge funds and large institutions have $3.19B invested in TAL Education Group in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

46% more capital invested

Capital invested by funds: $2.18B → $3.19B (+$1.01B)

38% more call options, than puts

Call options by funds: $99.7M | Put options by funds: $72.4M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

13% more funds holding

Funds holding: 193219 (+26)

7.57% more ownership

Funds ownership: 146.79%154.36% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 64

Holders
219
Holders Change
+26
Holders Change %
+13.47%
% of All Funds
3.19%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
54
Increased
65
Reduced
64
Closed
26
Calls
$99.7M
Puts
$72.4M
Net Calls
+$27.2M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
101
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M +$8.29K +800 +0.5%
National Pension Service
102
National Pension Service
South Korea
$1.8M
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$1.79M -$3.28M -316,290 -69%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$1.71M +$1.4M +135,301 New
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$1.68M +$1.03M +99,549 +295%
CAN
106
Cetera Advisor Networks
California
$1.61M -$130K -12,560 -9%
ECM
107
ExodusPoint Capital Management
New York
$1.61M -$1.11M -107,082 -46%
PP
108
Prudential plc
United Kingdom
$1.56M +$502K +48,439 +65%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$1.5M -$234K -22,583 -16%
RAM
110
RWC Asset Management
United Kingdom
$1.33M -$294K -28,390 -21%
Simplex Trading
111
Simplex Trading
Illinois
$1.29M +$1.06M +102,361 New
EI
112
EAM Investors
California
$1.26M +$1.03M +99,560 New
LCGC
113
Legacy Capital Group California
California
$1.26M +$1.03M +99,394 New
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$611K +58,990 +159%
PCP
115
Polunin Capital Partners
United Kingdom
$1.21M
HJIM
116
Henry James International Management
New York
$1.13M +$387K +37,353 +72%
GCP
117
GSA Capital Partners
United Kingdom
$1.11M +$264K +25,492 +41%
Ameriprise
118
Ameriprise
Minnesota
$1.09M -$249K -23,999 -22%
Squarepoint
119
Squarepoint
New York
$1.03M +$844K +81,450 New
Franklin Resources
120
Franklin Resources
California
$1.03M -$74K -7,143 -8%
AQR Capital Management
121
AQR Capital Management
Connecticut
$925K +$644K +62,216 +565%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$916K
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$863K +$707K +68,300 New
Asset Management One
124
Asset Management One
Japan
$715K
RhumbLine Advisers
125
RhumbLine Advisers
Massachusetts
$705K +$33.5K +3,230 +6%

TAL Hedge Fund Activity: Q4 2023 in Review

219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2023, worth a combined $3.19B — up 46% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new TAL positions and 26 closed out — a net gain of 28 holders — while 65 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.6M. The largest seller was Bank of America, cutting an estimated $114M.

  • 219 institutional investors held TAL Education Group (TAL) as of Q4 2023, up from 193 in Q3 2023.
  • Funds reported $3.19B of TAL Education Group stock for Q4 2023, up 46% quarter-over-quarter.
  • 54 funds opened new TAL Education Group positions in Q4 2023 and 26 closed out, a net change of +28 holders.
  • The largest TAL Education Group buyer in Q4 2023 was Morgan Stanley, an estimated $83.6M added.
  • The largest TAL Education Group seller in Q4 2023 was Bank of America, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2023.