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TAL Education Group

219 hedge funds and large institutions have $2.15B invested in TAL Education Group in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

175% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.2M

60% more capital invested

Capital invested by funds: $1.35B → $2.15B (+$801M)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

19.2% more ownership

Funds ownership: 164.01%183.22% (+19%)

15% more funds holding

Funds holding: 190219 (+29)

8% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 63

Holders
219
Holders Change
+29
Holders Change %
+15.26%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
50
Increased
68
Reduced
63
Closed
18
Calls
$116M
Puts
$42.2M
Net Calls
+$73.9M
Net Calls Change
-$3.03B
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
201
Axa
France
$11.3K +$8.87K +1,600 New
VI
202
Vestcor Inc
New Brunswick, Canada
$10K
EWA
203
EverSource Wealth Advisors
Alabama
$6.3K +$344 +62 +7%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$6K +$399 +72 +9%
TFS
205
TrustCore Financial Services
Tennessee
$5.86K
N
206
Natixis
France
$4.65K +$3.66K +660 New
MCC
207
Money Concepts Capital
Florida
$4.11K +$3.23K +583 New
UB
208
UMB Bank
Missouri
$4K
BIA
209
Bell Investment Advisors
California
$3.38K
SC
210
Steph & Co
Wisconsin
$3K
TWM
211
Tradition Wealth Management
Minnesota
$3K +$2.44K +440 New
GWS
212
Glassman Wealth Services
Virginia
$2.81K +$1.61K +290 +266%
NA
213
NewEdge Advisors
Louisiana
$2.36K +$1.86K +335 New
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.47K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$1K -$16.6K -3,000 -94%
AF
216
Allworth Financial
California
$909
TAM
217
Tucker Asset Management
Colorado
$860 -$2.22K -400 -78%
EARNEST Partners
218
EARNEST Partners
Georgia
$402
MS
219
Mizuho Securities
Japan
$70 +$55 +10 New
Norges Bank
220
Norges Bank
Norway
-$2.29M -463,829 Closed
OC
221
Optimas Capital
Hong Kong
-$780K -157,800 Closed
American Century Companies
222
American Century Companies
Missouri
-$544K -110,137 Closed
Victory Capital Management
223
Victory Capital Management
Texas
-$283K -57,244 Closed
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
-$272K -55,100 Closed
Group One Trading
225
Group One Trading
Illinois
-$257K -46,428 Closed

TAL Hedge Fund Activity: Q4 2022 in Review

219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2022, worth a combined $2.15B — up 60% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TAL positions and 18 closed out — a net gain of 32 holders — while 68 added to existing stakes and 63 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $43.1M. The largest seller was UBS Group, cutting an estimated $67.3M.

  • 219 institutional investors held TAL Education Group (TAL) as of Q4 2022, up from 190 in Q3 2022.
  • Funds reported $2.15B of TAL Education Group stock for Q4 2022, up 60% quarter-over-quarter.
  • 50 funds opened new TAL Education Group positions in Q4 2022 and 18 closed out, a net change of +32 holders.
  • The largest TAL Education Group buyer in Q4 2022 was Goldman Sachs, an estimated $43.1M added.
  • The largest TAL Education Group seller in Q4 2022 was UBS Group, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2022.