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TAL Education Group

200 hedge funds and large institutions have $2.98B invested in TAL Education Group in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

33% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 58

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

17% more capital invested

Capital invested by funds: $2.55B → $2.98B (+$435M)

14% more funds holding

Funds holding: 175200 (+25)

7.5% more ownership

Funds ownership: 272.74%280.25% (+7.5%)

64% less call options, than puts

Call options by funds: $7.49M | Put options by funds: $20.8M

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
43
Increased
77
Reduced
58
Closed
16
Calls
$7.49M
Puts
$20.8M
Net Calls
-$13.3M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$350M -$161M -15,248,148 -34%
Morgan Stanley
2
Morgan Stanley
New York
$304M +$2.86M +271,044 +1%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$196M +$87.6M +8,309,070 +100%
Franklin Resources
4
Franklin Resources
California
$106M -$19.5M -1,848,240 -17%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$82.6M +$35.8M +3,396,516 +94%
Goldman Sachs
6
Goldman Sachs
New York
$75M +$3.16M +299,604 +5%
BFA
7
BlackRock Fund Advisors
California
$73.6M +$10.8M +1,019,640 +20%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$73.5M +$64M +6,068,790 +3,895%
SCMC
9
Serenity Capital Management (Cayman)
Cayman Islands
$71.8M
ACM
10
Ariose Capital Management
Hong Kong
$65.1M +$16.6M +1,570,470 +40%
BG
11
BlackRock Group
United Kingdom
$60.8M -$29.6M -2,803,632 -35%
TAA
12
TB Alternative Assets
Cayman Islands
$59.1M +$24.1M +2,283,522 +84%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.1M -$3.3M -312,600 -6%
State Street
14
State Street
Massachusetts
$55.6M -$3.84M -364,500 -7%
Principal Financial Group
15
Principal Financial Group
Iowa
$54.4M -$16.6M -1,569,432 -25%
CS
16
Credit Suisse
Switzerland
$53.4M +$1.45M +137,460 +3%
GAM
17
Greenwoods Asset Management
Cayman Islands
$51.3M +$2.2M +208,800 +5%
Lazard Asset Management
18
Lazard Asset Management
New York
$46.7M +$12.6M +1,192,212 +43%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$46.3M -$12.1M -1,144,458 -23%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$43.1M -$9.18M -870,342 -19%
HIM
21
Hillhouse Investment Management
Cayman Islands
$42.4M
OCAM
22
Owl Creek Asset Management
New York
$42.3M +$24.8M +2,353,086 +192%
BAMCO Inc
23
BAMCO Inc
New York
$40.4M -$1.88M -178,140 -5%
BIT
24
BlackRock Institutional Trust
California
$40.1M +$1.19M +112,728 +3%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$39.1M -$1.1M -104,400 -3%

TAL Hedge Fund Activity: Q3 2016 in Review

200 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2016, worth a combined $2.98B — up 17% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TAL positions and 16 closed out — a net gain of 27 holders — while 77 added to existing stakes and 58 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $87.6M. The largest seller was UBS AM, cutting an estimated $161M.

  • 200 institutional investors held TAL Education Group (TAL) as of Q3 2016, up from 175 in Q2 2016.
  • Funds reported $2.98B of TAL Education Group stock for Q3 2016, up 17% quarter-over-quarter.
  • 43 funds opened new TAL Education Group positions in Q3 2016 and 16 closed out, a net change of +27 holders.
  • The largest TAL Education Group buyer in Q3 2016 was Baillie Gifford & Co, an estimated $87.6M added.
  • The largest TAL Education Group seller in Q3 2016 was UBS AM, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2016.