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TAL Education Group

102 hedge funds and large institutions have $976M invested in TAL Education Group in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.88% more ownership

Funds ownership: 239.77%266.65% (+27%)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 99102 (+3)

10% less capital invested

Capital invested by funds: $1.09B → $976M (-$113M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $4K | Put options by funds: $1.01M

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
22
Increased
34
Reduced
41
Closed
18
Calls
$4K
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$193M +$10.5M +2,004,828 +5%
Morgan Stanley
2
Morgan Stanley
New York
$128M +$14.9M +2,834,418 +12%
Franklin Resources
3
Franklin Resources
California
$94.2M +$45.6M +8,694,132 +76%
JC
4
Joho Capital
New York
$68.7M -$1.46M -277,608 -2%
PCM
5
Prime Capital Management
Hong Kong
$50M -$8.36M -1,595,532 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.4M +$11.8M +2,250,402 +39%
Goldman Sachs
7
Goldman Sachs
New York
$36.9M +$21.1M +4,025,706 +105%
Principal Financial Group
8
Principal Financial Group
Iowa
$35.8M -$8.52M -1,626,222 -18%
UBS Group
9
UBS Group
Switzerland
$30.8M +$34.5M +6,582,960 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$28.6M +$24.5M +4,679,616 +326%
BAM
11
Baring Asset Management
United Kingdom
$26.1M +$10.8M +2,060,118 +59%
Invesco
12
Invesco
Georgia
$17.6M +$15.6M +2,970,588 +380%
William Blair & Company
13
William Blair & Company
Illinois
$16.9M -$4.48M -855,036 -19%
SM
14
SCGE Management
California
$16.9M -$12.6M -2,400,000 -40%
HIM
15
Hillhouse Investment Management
Cayman Islands
$16.8M +$18.8M +3,593,520 New
BAMCO Inc
16
BAMCO Inc
New York
$16.6M +$2.67M +508,554 +17%
JPCCM
17
J&P (China) Capital Management
China
$12.6M +$14.1M +2,692,104 New
Stifel Financial
18
Stifel Financial
Missouri
$12.3M -$3.1M -590,598 -26%
TAA
19
TB Alternative Assets
Cayman Islands
$11.3M +$1.57M +300,000 +14%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.6M +$3.43M +654,000 +40%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.6M -$4.57M -872,334 -28%
Deutsche Bank
22
Deutsche Bank
Germany
$8.8M +$842K +160,590 +9%
WA
23
Wasatch Advisors
Utah
$6.34M +$2.26M +432,000 +47%
PRCM
24
Pine River Capital Management
Minnesota
$6.14M +$93.1K +17,754 +1%
WA
25
WFM Asia
British Virgin Islands
$5.99M +$6.71M +1,280,400 New

TAL Hedge Fund Activity: Q4 2014 in Review

102 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2014, worth a combined $976M — down 10% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TAL positions and 18 closed out — a net gain of 4 holders — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Franklin Resources, adding an estimated $45.6M. The largest seller was Fidelity International, exiting entirely with an estimated $36.9M sold.

  • 102 institutional investors held TAL Education Group (TAL) as of Q4 2014, up from 99 in Q3 2014.
  • Funds reported $976M of TAL Education Group stock for Q4 2014, down 10% quarter-over-quarter.
  • 22 funds opened new TAL Education Group positions in Q4 2014 and 18 closed out, a net change of +4 holders.
  • The largest TAL Education Group buyer in Q4 2014 was Franklin Resources, an estimated $45.6M added.
  • The largest TAL Education Group seller in Q4 2014 was Fidelity International, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2014.