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TAL Education Group

193 hedge funds and large institutions have $2.18B invested in TAL Education Group in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

53% more capital invested

Capital invested by funds: $1.43B → $2.18B (+$752M)

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

16% more call options, than puts

Call options by funds: $48.7M | Put options by funds: $42M

2% more funds holding

Funds holding: 189193 (+4)

1.27% more ownership

Funds ownership: 145.53%146.79% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
3.06%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
37
Increased
46
Reduced
70
Closed
31
Calls
$48.7M
Puts
$42M
Net Calls
+$6.74M
Net Calls Change
+$9.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$16K +$5.76K +822 +84%
New York State Common Retirement Fund
177
New York State Common Retirement Fund
New York
$14.6K -$4.21K -600 -27%
Axa
178
Axa
France
$14.6K
CM
179
Caption Management
Oklahoma
$11.5K +$8.84K +1,260 New
MS
180
Mizuho Securities
Japan
$9.38K +$7.22K +1,030 New
BOC
181
Bull Oak Capital
California
$9.11K +$7.01K +1,000 New
UB
182
UMB Bank
Missouri
$5.27K
SC
183
Steph & Co
Wisconsin
$4.33K
TWM
184
Tradition Wealth Management
Minnesota
$4K
FFA
185
Farther Finance Advisors
California
$3.19K +$2.45K +350 New
CUAMC
186
China Universal Asset Management Company
China
$2.73K +$1.4K +200 +200%
BIA
187
Bell Investment Advisors
California
$2.27K -$358 -51 -17%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.9K
EWA
189
EverSource Wealth Advisors
Alabama
$1.44K +$498 +71 +82%
AF
190
Allworth Financial
California
$1.18K
EARNEST Partners
191
EARNEST Partners
Georgia
$519
TAM
192
Tucker Asset Management
Colorado
$492 -$351 -50 -48%
GWS
193
Glassman Wealth Services
Virginia
$483
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
-$21.6M -3,552,200 Closed
AAF
195
Andra AP-fonden
Sweden
-$6.27M -1,052,700 Closed
UIA
196
UG Investment Advisers
Taiwan
-$3.59M -603,185 Closed
SG Americas Securities
197
SG Americas Securities
New York
-$2.54M -427,046 Closed
BCM
198
Bayesian Capital Management
New York
-$904K -151,600 Closed
Group One Trading
199
Group One Trading
Illinois
-$932K -132,964 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
-$717K -120,272 Closed

TAL Hedge Fund Activity: Q3 2023 in Review

193 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2023, worth a combined $2.18B — up 53% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TAL positions and 31 closed out — a net gain of 6 holders — while 46 added to existing stakes and 70 trimmed.

The largest buyer was Indus Capital Partners, opening a new position worth an estimated $31.2M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $25.1M.

  • 193 institutional investors held TAL Education Group (TAL) as of Q3 2023, up from 189 in Q2 2023.
  • Funds reported $2.18B of TAL Education Group stock for Q3 2023, up 53% quarter-over-quarter.
  • 37 funds opened new TAL Education Group positions in Q3 2023 and 31 closed out, a net change of +6 holders.
  • The largest TAL Education Group buyer in Q3 2023 was Indus Capital Partners, an estimated $31.2M added.
  • The largest TAL Education Group seller in Q3 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2023.