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TAL Education Group

209 hedge funds and large institutions have $1.11B invested in TAL Education Group in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $44.8M

14.01% more ownership

Funds ownership: 177.07%191.09% (+14%)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 208209 (+1)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

13% less capital invested

Capital invested by funds: $1.27B → $1.11B (-$163M)

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
66
Reduced
68
Closed
36
Calls
$58.5M
Puts
$44.8M
Net Calls
+$13.7M
Net Calls Change
+$49M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$39K +$45.2K +10,009 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$35K +$10.8K +2,395 +37%
Wells Fargo
178
Wells Fargo
California
$27K -$24.4K -5,394 -44%
SAM
179
Sabadell Asset Management
Spain
$25K
AIG
180
American International Group
New York
$21K
APA
181
American Portfolios Advisors
New York
$20.8K -$181 -40 -0.7%
AAM
182
Advisors Asset Management
Colorado
$17K -$2.06K -457 -9%
LC
183
Lindbrook Capital
California
$17K +$15.9K +3,523 +478%
CA
184
CoreCap Advisors
Michigan
$16K +$18.1K +4,000 New
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$13K -$3.7K -819 -20%
EVM
186
Eaton Vance Management
Massachusetts
$12K
FPS
187
Fieldpoint Private Securities
Connecticut
$9K +$5.26K +1,165 +114%
VI
188
Vestcor Inc
New Brunswick, Canada
$6K -$8.79K -1,945 -57%
GWS
189
Glassman Wealth Services
Virginia
$5K +$280 +62 +5%
JWM
190
Janiczek Wealth Management
Colorado
$4K -$95 -21 -2%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.7K +1,041 New
SC
192
Steph & Co
Wisconsin
$2K
MS
193
Mizuho Securities
Japan
$2K +$2.03K +450 New
EWA
194
EverSource Wealth Advisors
Alabama
$2K +$2.87K +634 New
TFS
195
TrustCore Financial Services
Tennessee
$1K -$2.71K -600 -72%
BIA
196
Bell Investment Advisors
California
$1K
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$1K
MHR
198
Matthew Hamilton Rosenberg
$1K
MAM
199
McCarthy Asset Management
California
$1K
CT
200
Cambridge Trust
Massachusetts
$1K +$1.08K +240 New

TAL Hedge Fund Activity: Q4 2021 in Review

209 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2021, worth a combined $1.11B — down 13% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TAL positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 68 trimmed.

The largest buyer was UBS Group, adding an estimated $52.8M. The largest seller was Yiheng Capital Management, cutting an estimated $57.2M.

  • 209 institutional investors held TAL Education Group (TAL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $1.11B of TAL Education Group stock for Q4 2021, down 13% quarter-over-quarter.
  • 40 funds opened new TAL Education Group positions in Q4 2021 and 36 closed out, a net change of +4 holders.
  • The largest TAL Education Group buyer in Q4 2021 was UBS Group, an estimated $52.8M added.
  • The largest TAL Education Group seller in Q4 2021 was Yiheng Capital Management, an estimated $57.2M sold.

Based on aggregated 13F filings for Q4 2021.