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TAL Education Group

175 hedge funds and large institutions have $2.55B invested in TAL Education Group in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

43% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.14M

22% more capital invested

Capital invested by funds: $2.08B → $2.55B (+$465M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

1% more funds holding

Funds holding: 174175 (+1)

9.97% less ownership

Funds ownership: 282.72%272.74% (-10%)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.67%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
33
Increased
80
Reduced
45
Closed
31
Calls
$3.06M
Puts
$2.14M
Net Calls
+$916K
Net Calls Change
+$775K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$464M +$2.65M +288,510 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$263M -$39.2M -4,271,814 -14%
Franklin Resources
3
Franklin Resources
California
$112M -$1.25M -135,840 -1%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$85.9M +$20.3M +2,216,742 +36%
BG
5
BlackRock Group
United Kingdom
$82.3M +$33.5M +3,647,772 +85%
Principal Financial Group
6
Principal Financial Group
Iowa
$63.9M -$13.4M -1,464,582 -19%
SCMC
7
Serenity Capital Management (Cayman)
Cayman Islands
$62.9M -$21.2M -2,311,656 -28%
Goldman Sachs
8
Goldman Sachs
New York
$62.6M +$7.24M +789,498 +15%
BFA
9
BlackRock Fund Advisors
California
$53.9M +$17.1M +1,865,460 +56%
AllianceBernstein
10
AllianceBernstein
Tennessee
$53.4M -$54.2M -5,907,528 -53%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$53.3M +$3.14M +342,720 +7%
State Street
12
State Street
Massachusetts
$52.5M +$16.9M +1,837,302 +57%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$52.4M -$2.29M -250,200 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$46.7M +$3.95M +430,860 +11%
CS
15
Credit Suisse
Switzerland
$45.3M -$1.73M -188,214 -4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$44.8M +$26.8M +2,918,034 +206%
GAM
17
Greenwoods Asset Management
Cayman Islands
$42.8M +$26.4M +2,873,220 +227%
ACM
18
Ariose Capital Management
Hong Kong
$40.5M -$13.1M -1,431,894 -27%
Tiger Global Management
19
Tiger Global Management
New York
$37.4M -$61.2M -6,675,000 -65%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$37.2M -$12.9M -1,407,126 -28%
BAMCO Inc
21
BAMCO Inc
New York
$37.2M -$6.61M -720,564 -17%
HIM
22
Hillhouse Investment Management
Cayman Islands
$37.2M
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$35.6M
BIT
24
BlackRock Institutional Trust
California
$34M +$12.9M +1,410,816 +75%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$31.8M -$611K -66,636 -2%

TAL Hedge Fund Activity: Q2 2016 in Review

175 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2016, worth a combined $2.55B — up 22% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TAL positions and 31 closed out — a net gain of 2 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock Group, adding an estimated $33.5M. The largest seller was Tiger Global Management, cutting an estimated $61.2M.

  • 175 institutional investors held TAL Education Group (TAL) as of Q2 2016, up from 174 in Q1 2016.
  • Funds reported $2.55B of TAL Education Group stock for Q2 2016, up 22% quarter-over-quarter.
  • 33 funds opened new TAL Education Group positions in Q2 2016 and 31 closed out, a net change of +2 holders.
  • The largest TAL Education Group buyer in Q2 2016 was BlackRock Group, an estimated $33.5M added.
  • The largest TAL Education Group seller in Q2 2016 was Tiger Global Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q2 2016.