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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
JIM
151
Jupiter Investment Management
United Kingdom
$1.41M +$1.43M +41,111 New
Wells Fargo
152
Wells Fargo
California
$1.36M +$75.3K +2,163 +6%
DBT
153
Dubuque Bank & Trust
Iowa
$1.32M +$207K +5,954 +18%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$1.21M -$13.6K -390 -1%
ACI
155
AMP Capital Investors
Australia
$1.19M +$212K +6,085 +21%
PCM
156
Prelude Capital Management
New York
$1.16M +$910K +26,131 +344%
Macquarie Group
157
Macquarie Group
Australia
$1.14M
Jane Street
158
Jane Street
New York
$1.11M -$807K -23,181 -42%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$1.1M -$216K -6,203 -16%
Comerica Bank
160
Comerica Bank
Texas
$1.08M -$2.33K -67 -0.3%
QT
161
Quantbot Technologies
New York
$1.07M +$1.09M +31,300 New
US Bancorp
162
US Bancorp
Minnesota
$1.07M +$208K +5,977 +24%
PAM
163
Panagora Asset Management
Massachusetts
$1.06M +$358K +10,285 +49%
Millennium Management
164
Millennium Management
New York
$1.06M -$4.15M -119,324 -79%
BIM
165
Baldwin Investment Management
Pennsylvania
$1.06M
Aberdeen Group
166
Aberdeen Group
United Kingdom
$1.05M -$4.64M -133,144 -81%
Stifel Financial
167
Stifel Financial
Missouri
$995K -$13.8K -396 -1%
GPCM
168
Granite Point Capital Management
Massachusetts
$990K +$209K +6,000 +26%
CAIMH
169
Central Asset Investments & Management Holdings
Hong Kong
$967K +$984K +28,249 New
NIPH
170
NN Investment Partners Holdings
Netherlands
$924K +$45.3K +1,300 +5%
Nomura Asset Management
171
Nomura Asset Management
Japan
$924K +$115K +3,310 +14%
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$905K +$143K +4,110 +18%
AII
173
AGF Investments Inc
Ontario, Canada
$890K +$348K +10,000 +63%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$886K +$582K +16,720 +183%
Citadel Advisors
175
Citadel Advisors
Florida
$868K +$883K +25,356 New

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.