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TAL Education Group

255 hedge funds and large institutions have $8.46B invested in TAL Education Group in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

66% more capital invested

Capital invested by funds: $5.1B → $8.46B (+$3.36B)

13% more funds holding

Funds holding: 226255 (+29)

1% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 91

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

10.14% less ownership

Funds ownership: 273.35%263.21% (-10%)

66% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $79.3M

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
6.36%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.5%
New
51
Increased
90
Reduced
91
Closed
19
Calls
$27.2M
Puts
$79.3M
Net Calls
-$52M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
201
Cubist Systematic Strategies
Connecticut
$461K -$789K -27,986 -67%
PI
202
Putnam Investments
Massachusetts
$454K
AAM
203
Advisors Asset Management
Colorado
$448K -$453K -16,091 -55%
Creative Planning
204
Creative Planning
Kansas
$446K +$18.1K +642 +5%
LMGAM
205
Liberty Mutual Group Asset Management
Massachusetts
$438K +$366K +12,984 New
RI
206
Redwood Investments
Massachusetts
$415K +$347K +12,309 New
CA
207
Commerzbank Aktiengesellschaft
Germany
$411K +$344K +12,190 New
BAM
208
Belpointe Asset Management
Nevada
$405K +$338K +12,000 New
Comerica Bank
209
Comerica Bank
Texas
$401K
AI
210
Atria Investments
North Carolina
$376K -$143K -5,080 -31%
OAM
211
Oppenheimer Asset Management
New York
$375K +$102K +3,631 +48%
MC
212
Martin Currie
United Kingdom
$371K -$11.3K -400 -4%
PCM
213
Prelude Capital Management
New York
$353K -$888K -31,525 -75%
PAM
214
Panagora Asset Management
Massachusetts
$353K -$191K -6,774 -39%
QI
215
QS Investors
New York
$351K +$5.64K +200 +2%
Parallax Volatility Advisers
216
Parallax Volatility Advisers
California
$340K +$284K +10,088 New
ZCA
217
Zeke Capital Advisors
Pennsylvania
$337K +$282K +10,000 New
BL
218
BFSG LLC
California
$289K +$242K +8,581 New
RJFSA
219
Raymond James Financial Services Advisors
Florida
$286K +$239K +8,472 New
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$272K +$227K +8,065 New
NI
221
Numeric Investors
Massachusetts
$270K +$225K +8,000 New
BTS
222
BB&T Securities
Virginia
$267K +$223K +7,926 New
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$250K +$209K +7,410 New
SS
224
Simplicity Solutions
Minnesota
$240K +$201K +7,133 New
CI
225
Cigna Investments
Connecticut
$232K +$194K +6,870 New

TAL Hedge Fund Activity: Q3 2017 in Review

255 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2017, worth a combined $8.46B — up 66% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TAL positions and 19 closed out — a net gain of 32 holders — while 90 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $144M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 255 institutional investors held TAL Education Group (TAL) as of Q3 2017, up from 226 in Q2 2017.
  • Funds reported $8.46B of TAL Education Group stock for Q3 2017, up 66% quarter-over-quarter.
  • 51 funds opened new TAL Education Group positions in Q3 2017 and 19 closed out, a net change of +32 holders.
  • The largest TAL Education Group buyer in Q3 2017 was Wellington Management Group, an estimated $144M added.
  • The largest TAL Education Group seller in Q3 2017 was Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2017.