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TAL Education Group

241 hedge funds and large institutions have $2.92B invested in TAL Education Group in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

10% more funds holding

Funds holding: 219241 (+22)

2.59% more ownership

Funds ownership: 154.36%156.96% (+2.6%)

9% less call options, than puts

Call options by funds: $31.7M | Put options by funds: $34.8M

8% less capital invested

Capital invested by funds: $3.19B → $2.92B (-$263M)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
3.47%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.19%
New
54
Increased
73
Reduced
82
Closed
31
Calls
$31.7M
Puts
$34.8M
Net Calls
-$3.08M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
201
Yousif Capital Management
Michigan
$145K
QCM
202
QRG Capital Management
Illinois
$140K -$57.5K -4,620 -27%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$139K +$153K +12,278 New
PAM
204
Panagora Asset Management
Massachusetts
$126K
QOP
205
Quinn Opportunity Partners
Virginia
$121K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$121K -$6.66K -535 -5%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$120K +$909 +73 +0.7%
IIA
208
IPG Investment Advisors
California
$114K
NA
209
NewEdge Advisors
Louisiana
$108K +$119K +9,559 New
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$96K +$103K +8,301 New
CFM
211
Catalyst Funds Management
Australia
$81.7K +$89.6K +7,200 New
AIG
212
American International Group
New York
$60.4K
LC
213
Lindbrook Capital
California
$59.1K
Wells Fargo
214
Wells Fargo
California
$57.6K +$12.4K +1,000 +25%
CUAMC
215
China Universal Asset Management Company
China
$46.5K +$51K +4,100 New
CG
216
Cutler Group
California
$46K -$96.8K -7,777 -65%
NL
217
NKCFO LLC
Illinois
$45K +$49.8K +4,000 New
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36K +$36.8K +2,959 +1,416%
EWA
219
EverSource Wealth Advisors
Alabama
$28.1K +$27K +2,173 +1,375%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$23K +$946 +76 +4%
BCV
221
Banque Cantonale Vaudoise
Switzerland
$21K
EC
222
EntryPoint Capital
New York
$20.4K -$1.98K -159 -8%
Axa
223
Axa
France
$18.2K
AssetMark Inc
224
AssetMark Inc
California
$17.9K +$19.6K +1,573 New
BOC
225
Bull Oak Capital
California
$11.3K

TAL Hedge Fund Activity: Q1 2024 in Review

241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2024, worth a combined $2.92B — down 8.3% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new TAL positions and 31 closed out — a net gain of 23 holders — while 73 added to existing stakes and 82 trimmed.

The largest buyer was Tairen Capital, opening a new position worth an estimated $49.5M. The largest seller was Morgan Stanley, cutting an estimated $102M.

  • 241 institutional investors held TAL Education Group (TAL) as of Q1 2024, up from 219 in Q4 2023.
  • Funds reported $2.92B of TAL Education Group stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 54 funds opened new TAL Education Group positions in Q1 2024 and 31 closed out, a net change of +23 holders.
  • The largest TAL Education Group buyer in Q1 2024 was Tairen Capital, an estimated $49.5M added.
  • The largest TAL Education Group seller in Q1 2024 was Morgan Stanley, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.