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TAL Education Group

174 hedge funds and large institutions have $2.08B invested in TAL Education Group in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

15% more funds holding

Funds holding: 151174 (+23)

11% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.26M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $1.91B → $2.08B (+$170M)

2.71% more ownership

Funds ownership: 280%282.72% (+2.7%)

Holders
174
Holders Change
+23
Holders Change %
+15.23%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
42
Increased
65
Reduced
52
Closed
19
Calls
$1.41M
Puts
$1.26M
Net Calls
+$141K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$369M +$1.3M +163,032 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$246M -$25.6M -3,208,494 -10%
AllianceBernstein
3
AllianceBernstein
Tennessee
$91.7M -$44.8M -5,612,388 -34%
Franklin Resources
4
Franklin Resources
California
$90.7M -$13.5M -1,694,532 -13%
Tiger Global Management
5
Tiger Global Management
New York
$85.2M
SCMC
6
Serenity Capital Management (Cayman)
Cayman Islands
$69.5M -$6.75M -844,788 -9%
Principal Financial Group
7
Principal Financial Group
Iowa
$63.3M -$9.63M -1,205,100 -14%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$50.4M +$48.7M +6,088,686 New
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$47.5M +$27.3M +3,415,200 New
ACM
10
Ariose Capital Management
Hong Kong
$44.3M -$14.1M -1,758,792 -25%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$44M +$1.3M +163,200 +3%
Goldman Sachs
12
Goldman Sachs
New York
$43.6M -$296K -37,044 -0.7%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$41.5M +$22.3M +2,790,858 +126%
DCM
14
Discovery Capital Management
Connecticut
$40.6M +$6.69M +837,000 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.8M -$3.21M -401,520 -8%
CS
16
Credit Suisse
Switzerland
$37.8M -$49.8K -6,228 -0.1%
BAMCO Inc
17
BAMCO Inc
New York
$35.8M -$3.86M -483,576 -10%
BG
18
BlackRock Group
United Kingdom
$35.6M +$20.3M +2,534,604 +143%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$33.8M +$2.76M +345,528 +9%
HIM
20
Hillhouse Investment Management
Cayman Islands
$29.8M
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$29.2M +$23.4M +2,929,728 +488%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$27.8M -$4.62M -578,322 -15%
BFA
23
BlackRock Fund Advisors
California
$27.7M +$2.95M +369,084 +12%
State Street
24
State Street
Massachusetts
$26.8M -$1M -125,490 -4%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$26M +$21.9M +2,743,986 +695%

TAL Hedge Fund Activity: Q1 2016 in Review

174 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2016, worth a combined $2.08B — up 8.9% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TAL positions and 19 closed out — a net gain of 23 holders — while 65 added to existing stakes and 52 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $48.7M. The largest seller was Prime Capital Management, exiting entirely with an estimated $56.9M sold.

  • 174 institutional investors held TAL Education Group (TAL) as of Q1 2016, up from 151 in Q4 2015.
  • Funds reported $2.08B of TAL Education Group stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 42 funds opened new TAL Education Group positions in Q1 2016 and 19 closed out, a net change of +23 holders.
  • The largest TAL Education Group buyer in Q1 2016 was Baillie Gifford & Co, an estimated $48.7M added.
  • The largest TAL Education Group seller in Q1 2016 was Prime Capital Management, an estimated $56.9M sold.

Based on aggregated 13F filings for Q1 2016.