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TAL Education Group

151 hedge funds and large institutions have $1.91B invested in TAL Education Group in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,203% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $36K

322% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 18

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

65% more capital invested

Capital invested by funds: $1.16B → $1.91B (+$752M)

61% more funds holding

Funds holding: 94151 (+57)

34.12% more ownership

Funds ownership: 245.89%280% (+34%)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

Holders
151
Holders Change
+57
Holders Change %
+60.64%
% of All Funds
3.96%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
76
Increased
34
Reduced
28
Closed
18
Calls
$1.19M
Puts
$36K
Net Calls
+$1.15M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$344M -$4.08M -598,098 -1%
Morgan Stanley
2
Morgan Stanley
New York
$255M +$52.3M +7,670,310 +30%
AllianceBernstein
3
AllianceBernstein
Tennessee
$129M -$22.8M -3,346,218 -17%
Franklin Resources
4
Franklin Resources
California
$98M -$54.9M -8,058,486 -39%
Tiger Global Management
5
Tiger Global Management
New York
$79.7M +$70.1M +10,290,000 New
SCMC
6
Serenity Capital Management (Cayman)
Cayman Islands
$71.6M +$63M +9,241,638 New
Principal Financial Group
7
Principal Financial Group
Iowa
$68.5M +$6.65M +975,456 +12%
PCM
8
Prime Capital Management
Hong Kong
$56.9M -$21.2M -3,108,996 -30%
ACM
9
Ariose Capital Management
Hong Kong
$55.1M +$48.5M +7,109,640 New
JC
10
Joho Capital
New York
$41M -$41.5M -6,089,208 -53%
Goldman Sachs
11
Goldman Sachs
New York
$41M +$606K +88,884 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.4M -$21.1M -3,100,800 -37%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$39.9M -$12.3M -1,799,820 -26%
BAMCO Inc
14
BAMCO Inc
New York
$37.2M -$123K -18,000 -0.4%
CS
15
Credit Suisse
Switzerland
$35.4M +$6.26M +918,726 +25%
DCM
16
Discovery Capital Management
Connecticut
$31.5M +$14.7M +2,159,730 +114%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$30.5M +$26.8M +3,938,916 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$29M -$14.9M -2,179,200 -37%
Deutsche Bank
19
Deutsche Bank
Germany
$28.8M +$12.7M +1,860,516 +100%
HIM
20
Hillhouse Investment Management
Cayman Islands
$27.8M
State Street
21
State Street
Massachusetts
$26M +$18.5M +2,712,648 +419%
BFA
22
BlackRock Fund Advisors
California
$23.1M +$20.3M +2,980,080 New
William Blair Investment Management
23
William Blair Investment Management
Illinois
$17.2M +$1.82M +267,072 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$16.9M -$12.4M -1,812,978 -45%
Invesco
25
Invesco
Georgia
$15.9M -$964K -141,498 -6%

TAL Hedge Fund Activity: Q4 2015 in Review

151 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2015, worth a combined $1.91B — up 65% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TAL positions and 18 closed out — a net gain of 58 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Tiger Global Management, opening a new position worth an estimated $70.1M. The largest seller was Franklin Resources, cutting an estimated $54.9M.

  • 151 institutional investors held TAL Education Group (TAL) as of Q4 2015, up from 94 in Q3 2015.
  • Funds reported $1.91B of TAL Education Group stock for Q4 2015, up 65% quarter-over-quarter.
  • 76 funds opened new TAL Education Group positions in Q4 2015 and 18 closed out, a net change of +58 holders.
  • The largest TAL Education Group buyer in Q4 2015 was Tiger Global Management, an estimated $70.1M added.
  • The largest TAL Education Group seller in Q4 2015 was Franklin Resources, an estimated $54.9M sold.

Based on aggregated 13F filings for Q4 2015.