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TAL Education Group

189 hedge funds and large institutions have $1.43B invested in TAL Education Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 192189 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

16% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $17.5M

23% less capital invested

Capital invested by funds: $1.86B → $1.43B (-$434M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

29.99% less ownership

Funds ownership: 175.52%145.53% (-30%)

53% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 79

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
2.97%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
37
Reduced
79
Closed
22
Calls
$14.7M
Puts
$17.5M
Net Calls
-$2.81M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$6K +$724 +121 +14%
UB
177
UMB Bank
Missouri
$3.44K
TWM
178
Tradition Wealth Management
Minnesota
$3K
SC
179
Steph & Co
Wisconsin
$2.83K
BIA
180
Bell Investment Advisors
California
$1.79K -$850 -142 -32%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25K
AF
182
Allworth Financial
California
$769
RI
183
Ridgewood Investments
New Jersey
$712
TAM
184
Tucker Asset Management
Colorado
$620
CUAMC
185
China Universal Asset Management Company
China
$596
EWA
186
EverSource Wealth Advisors
Alabama
$519 +$521 +87 New
EARNEST Partners
187
EARNEST Partners
Georgia
$340
GWS
188
Glassman Wealth Services
Virginia
$316 -$1.63K -273 -84%
CCM
189
CloudAlpha Capital Management
Hong Kong
-$16.1M -2,510,000 Closed
BCP
190
BSN Capital Partners
United Kingdom
-$13.2M -2,193,400 Closed
TC
191
Tairen Capital
Hong Kong
-$7.26M -1,132,528 Closed
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
-$4.18M -651,809 Closed
SEI Investments
193
SEI Investments
Pennsylvania
-$3.3M -515,113 Closed
Millennium Management
194
Millennium Management
New York
-$2.96M -461,469 Closed
E
195
Ergoteles
New York
-$2.73M -426,353 Closed
PIM
196
Platinum Investment Management
Australia
-$1.45M -226,309 Closed
Prudential Financial
197
Prudential Financial
New Jersey
-$1.42M -221,100 Closed
ECM
198
ExodusPoint Capital Management
New York
-$1.21M -188,974 Closed
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
-$967K -150,894 Closed
RAM
200
RWC Asset Management
United Kingdom
-$793K -123,755 Closed

TAL Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2023, worth a combined $1.43B — down 23% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TAL and 19 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 37 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $60.3M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 189 institutional investors held TAL Education Group (TAL) as of Q2 2023, down from 192 in Q1 2023.
  • Funds reported $1.43B of TAL Education Group stock for Q2 2023, down 23% quarter-over-quarter.
  • 19 funds opened new TAL Education Group positions in Q2 2023 and 22 closed out, a net change of -3 holders.
  • The largest TAL Education Group buyer in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $60.3M added.
  • The largest TAL Education Group seller in Q2 2023 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2023.