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TAL Education Group

226 hedge funds and large institutions have $5.1B invested in TAL Education Group in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

13% more capital invested

Capital invested by funds: $4.53B → $5.1B (+$571M)

10% more funds holding

Funds holding: 206226 (+20)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

5.29% less ownership

Funds ownership: 278.64%273.35% (-5.3%)

55% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $79.3M

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
5.63%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
44
Increased
85
Reduced
74
Closed
22
Calls
$35.8M
Puts
$79.3M
Net Calls
-$43.6M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$565M +$47.1M +2,396,526 +9%
UBS AM
2
UBS AM
Illinois
$551M -$12.5M -634,020 -2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$460M +$5.44M +276,792 +1%
BlackRock
4
BlackRock
New York
$265M -$35.9M -1,825,020 -12%
Tiger Global Management
5
Tiger Global Management
New York
$201M -$15M -761,274 -7%
Goldman Sachs
6
Goldman Sachs
New York
$145M +$45.6M +2,322,408 +48%
GAM
7
Greenwoods Asset Management
Cayman Islands
$141M -$34.5M -1,756,200 -20%
Franklin Resources
8
Franklin Resources
California
$129M -$2.97M -150,954 -2%
Principal Financial Group
9
Principal Financial Group
Iowa
$97.9M +$3.11M +158,520 +3%
State Street
10
State Street
Massachusetts
$97.5M +$3.01M +153,474 +3%
TC
11
Tairen Capital
Hong Kong
$93.1M -$4.34M -221,112 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$84.7M -$28.4M -1,445,256 -26%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$84.5M -$36.3M -1,848,912 -31%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$77.8M +$9.99M +508,392 +15%
CS
15
Credit Suisse
Switzerland
$74M -$11.9M -607,488 -14%
HIM
16
Hillhouse Investment Management
Cayman Islands
$73.3M
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$67.6M
BAMCO Inc
18
BAMCO Inc
New York
$64M -$138K -7,020 -0.2%
TAA
19
TB Alternative Assets
Cayman Islands
$63.7M +$6.68M +340,200 +12%
ACM
20
Ariose Capital Management
Hong Kong
$55.2M -$7.89M -401,562 -13%
HFM
21
Harvest Fund Management
China
$53M +$21.3M +1,085,904 +72%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$53M -$49.5M -2,517,600 -49%
DSA
23
Davis Selected Advisers
Arizona
$52.2M +$5.11M +260,364 +11%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$49.2M +$42.8M +2,180,400 +936%
YCM
25
Yiheng Capital Management
California
$47.7M

TAL Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2017, worth a combined $5.1B — up 13% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TAL positions and 22 closed out — a net gain of 22 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $49.5M.

  • 226 institutional investors held TAL Education Group (TAL) as of Q2 2017, up from 206 in Q1 2017.
  • Funds reported $5.1B of TAL Education Group stock for Q2 2017, up 13% quarter-over-quarter.
  • 44 funds opened new TAL Education Group positions in Q2 2017 and 22 closed out, a net change of +22 holders.
  • The largest TAL Education Group buyer in Q2 2017 was Morgan Stanley, an estimated $47.1M added.
  • The largest TAL Education Group seller in Q2 2017 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $49.5M sold.

Based on aggregated 13F filings for Q2 2017.