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TAL Education Group

192 hedge funds and large institutions have $1.86B invested in TAL Education Group in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $66.1M | Put options by funds: $25.3M

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

7.7% less ownership

Funds ownership: 183.22%175.52% (-7.7%)

12% less funds holding

Funds holding: 219192 (-27)

13% less capital invested

Capital invested by funds: $2.15B → $1.86B (-$286M)

47% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 51

Holders
192
Holders Change
-27
Holders Change %
-12.33%
% of All Funds
3.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
27
Increased
63
Reduced
62
Closed
51
Calls
$66.1M
Puts
$25.3M
Net Calls
+$40.8M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
126
Nomura Asset Management
Japan
$279K
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$272K +$2.18M +302,132 +327%
HJIM
128
Henry James International Management
New York
$263K +$79.2K +11,000 +37%
HF
129
HRT Financial
New York
$259K +$292K +40,504 New
CANY
130
Caxton Associates (New York)
New York
$256K +$288K +39,939 New
PGCM
131
Prescott Group Capital Management
Oklahoma
$256K
BCM
132
Bayesian Capital Management
New York
$222K -$588K -81,700 -70%
SAM
133
Shell Asset Management
Netherlands
$211K -$208K -28,913 -47%
EP
134
Edgestream Partners
New Jersey
$206K +$15.5K +2,154 +7%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$202K -$20.3K -2,826 -8%
GT
136
Greenleaf Trust
Michigan
$199K
RG
137
Rathbones Group
United Kingdom
$192K
VPIM
138
Vanguard Personalized Indexing Management
California
$179K -$4.57K -635 -2%
US Bancorp
139
US Bancorp
Minnesota
$178K -$15.9K -2,213 -7%
WFI
140
West Family Investments
California
$168K
S
141
SignatureFD
Georgia
$157K
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$155K
Osaic Holdings
143
Osaic Holdings
Arizona
$155K -$4.71K -654 -3%
Nomura Holdings
144
Nomura Holdings
Japan
$154K -$214K -29,652 -55%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$153K -$43.2K -6,005 -20%
II
146
IFM Investors
Australia
$151K +$8.44K +1,172 +5%
WS
147
Wedbush Securities
California
$150K +$169K +23,450 New
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$147K -$288 -40 -0.2%
Wolverine Trading
149
Wolverine Trading
Illinois
$129K -$76.8K -10,666 -36%
CLOS
150
Compagnie Lombard Odier SCmA
Switzerland
$128K

TAL Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2023, worth a combined $1.86B — down 13% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TAL and 27 opened new positions — a net loss of 24 holders — while 62 trimmed existing stakes and 63 added.

The largest buyer was Morgan Stanley, adding an estimated $60.2M. The largest seller was Goldman Sachs, cutting an estimated $94.6M.

  • 192 institutional investors held TAL Education Group (TAL) as of Q1 2023, down from 219 in Q4 2022.
  • Funds reported $1.86B of TAL Education Group stock for Q1 2023, down 13% quarter-over-quarter.
  • 27 funds opened new TAL Education Group positions in Q1 2023 and 51 closed out, a net change of -24 holders.
  • The largest TAL Education Group buyer in Q1 2023 was Morgan Stanley, an estimated $60.2M added.
  • The largest TAL Education Group seller in Q1 2023 was Goldman Sachs, an estimated $94.6M sold.

Based on aggregated 13F filings for Q1 2023.