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TAL Education Group

94 hedge funds and large institutions have $1.16B invested in TAL Education Group in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

1.51% less ownership

Funds ownership: 247.39%245.89% (-1.5%)

9% less capital invested

Capital invested by funds: $1.28B → $1.16B (-$117M)

10% less funds holding

Funds holding: 10594 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

75% less call options, than puts

Call options by funds: $2K | Put options by funds: $8K

Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
17
Increased
33
Reduced
36
Closed
27
Calls
$2K
Puts
$8K
Net Calls
-$6K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$241M +$9.4M +1,741,176 +4%
Morgan Stanley
2
Morgan Stanley
New York
$135M -$8.85M -1,639,494 -6%
Franklin Resources
3
Franklin Resources
California
$111M -$903K -167,400 -0.8%
AllianceBernstein
4
AllianceBernstein
Tennessee
$107M +$22.8M +4,218,168 +27%
JC
5
Joho Capital
New York
$61M -$14.2M -2,624,274 -19%
PCM
6
Prime Capital Management
Hong Kong
$56M +$9.19M +1,703,214 +19%
Grantham, Mayo, Van Otterloo & Co (GMO)
7
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.5M +$1.38M +256,200 +3%
Principal Financial Group
8
Principal Financial Group
Iowa
$42.2M +$2.15M +398,052 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$37.3M -$7.05M -1,307,430 -16%
SC
10
Sculptor Capital
New York
$32.3M +$6.89M +1,276,674 +27%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$31.7M +$31.9M +5,920,200 New
Goldman Sachs
12
Goldman Sachs
New York
$27.9M -$28.8M -5,332,146 -51%
BAMCO Inc
13
BAMCO Inc
New York
$25.8M +$1.94M +360,324 +8%
JP Morgan Chase
14
JP Morgan Chase
New York
$21.4M -$1.78M -329,232 -8%
CS
15
Credit Suisse
Switzerland
$19.6M +$2.9M +537,228 +17%
HIM
16
Hillhouse Investment Management
Cayman Islands
$19.3M
UBS Group
17
UBS Group
Switzerland
$18.7M +$8.89M +1,647,210 +89%
Invesco
18
Invesco
Georgia
$11.8M -$6.15M -1,139,070 -34%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$10.4M +$10.5M +1,950,102 New
DCM
20
Discovery Capital Management
Connecticut
$10.2M +$10.3M +1,902,000 New
Deutsche Bank
21
Deutsche Bank
Germany
$9.92M +$1.5M +277,182 +18%
JPCCM
22
J&P (China) Capital Management
China
$7.4M +$7.45M +1,381,584 New
FCE
23
Fiera Capital (Europe)
Cayman Islands
$5.23M +$577K +106,896 +12%
NMIMC
24
Northwestern Mutual Investment Management Company
Wisconsin
$4.82M +$64.8K +12,000 +1%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$4.51M +$1.11M +206,226 +32%

TAL Hedge Fund Activity: Q3 2015 in Review

94 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2015, worth a combined $1.16B — down 9.2% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of TAL and 17 opened new positions — a net loss of 10 holders — while 36 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $31.9M. The largest seller was Goldman Sachs, cutting an estimated $28.8M.

  • 94 institutional investors held TAL Education Group (TAL) as of Q3 2015, down from 105 in Q2 2015.
  • Funds reported $1.16B of TAL Education Group stock for Q3 2015, down 9.2% quarter-over-quarter.
  • 17 funds opened new TAL Education Group positions in Q3 2015 and 27 closed out, a net change of -10 holders.
  • The largest TAL Education Group buyer in Q3 2015 was Fidelity Investments, an estimated $31.9M added.
  • The largest TAL Education Group seller in Q3 2015 was Goldman Sachs, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2015.