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TAL Education Group

226 hedge funds and large institutions have $5.1B invested in TAL Education Group in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

13% more capital invested

Capital invested by funds: $4.53B → $5.1B (+$571M)

10% more funds holding

Funds holding: 206226 (+20)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

5.29% less ownership

Funds ownership: 278.64%273.35% (-5.3%)

55% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $79.3M

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
5.63%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
44
Increased
85
Reduced
74
Closed
22
Calls
$35.8M
Puts
$79.3M
Net Calls
-$43.6M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$257K +$130K +6,600 +110%
Simplex Trading
202
Simplex Trading
Illinois
$244K +$102K +5,190 +77%
MC
203
Martin Currie
United Kingdom
$232K -$130K -6,600 -37%
GT
204
Greenleaf Trust
Michigan
$229K +$221K +11,256 New
BJL
205
Brighton Jones LLC
Washington
$226K +$218K +11,082 New
QI
206
QS Investors
New York
$208K +$118 +6 +0.1%
TRCT
207
Tower Research Capital (TRC)
New York
$154K +$136K +6,948 +1,158%
OAM
208
Oppenheimer Asset Management
New York
$153K +$3.77K +192 +3%
ED
209
Exane Derivatives
France
$98K +$94.4K +4,806 New
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$96K +$82.5K +4,200 +897%
NLI
211
Nippon Life Insurance
Japan
$76K +$72.8K +3,708 New
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$61K -$224K -11,400 -79%
GWM
213
Geneos Wealth Management
Colorado
$48K
SO
214
STRS Ohio
Ohio
$36K +$23.6K +1,200 +200%
AIM
215
Acrospire Investment Management
Illinois
$24K
SA
216
SpiderRock Advisors
Delaware
$24K
QCG
217
Quadrant Capital Group
Ohio
$18K +$6.37K +324 +51%
GT
218
Glenmede Trust
Pennsylvania
$16K
IA
219
IFP Advisors
Florida
$14K +$13.1K +666 New
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$10K -$1.06K -54 -10%
MCIA
221
Mountain Capital Investment Advisors
Colorado
$8K +$7.78K +396 New
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$7K +$6.37K +324 New
CTC
223
Central Trust Company
Missouri
$4K +$3.42K +174 New
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$3.89K -198 -61%
AAP
225
Arax Advisory Partners
Colorado
$3K

TAL Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2017, worth a combined $5.1B — up 13% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TAL positions and 22 closed out — a net gain of 22 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $49.5M.

  • 226 institutional investors held TAL Education Group (TAL) as of Q2 2017, up from 206 in Q1 2017.
  • Funds reported $5.1B of TAL Education Group stock for Q2 2017, up 13% quarter-over-quarter.
  • 44 funds opened new TAL Education Group positions in Q2 2017 and 22 closed out, a net change of +22 holders.
  • The largest TAL Education Group buyer in Q2 2017 was Morgan Stanley, an estimated $47.1M added.
  • The largest TAL Education Group seller in Q2 2017 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $49.5M sold.

Based on aggregated 13F filings for Q2 2017.