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TAL Education Group

255 hedge funds and large institutions have $8.46B invested in TAL Education Group in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

66% more capital invested

Capital invested by funds: $5.1B → $8.46B (+$3.36B)

13% more funds holding

Funds holding: 226255 (+29)

1% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 91

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

10.14% less ownership

Funds ownership: 273.35%263.21% (-10%)

66% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $79.3M

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
6.36%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.5%
New
51
Increased
90
Reduced
91
Closed
19
Calls
$27.2M
Puts
$79.3M
Net Calls
-$52M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$907M -$3.39M -120,249 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$814M -$101M -3,571,366 -13%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$800M +$32.4M +1,147,888 +5%
BlackRock
4
BlackRock
New York
$464M +$21.4M +759,942 +6%
Tiger Global Management
5
Tiger Global Management
New York
$332M
GAM
6
Greenwoods Asset Management
Cayman Islands
$223M -$8.23M -292,100 -4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$181M +$144M +5,106,707 +1,905%
TC
8
Tairen Capital
Hong Kong
$165M +$9.52M +337,756 +7%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$163M +$19.4M +689,254 +17%
Principal Financial Group
10
Principal Financial Group
Iowa
$162M +$401K +14,232 +0.3%
State Street
11
State Street
Massachusetts
$161M -$514K -18,248 -0.4%
Franklin Resources
12
Franklin Resources
California
$150M -$53.2M -1,888,490 -30%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$137M -$2.82M -99,900 -2%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$134M +$4.89M +173,677 +5%
Goldman Sachs
15
Goldman Sachs
New York
$124M -$97.3M -3,454,199 -49%
HIM
16
Hillhouse Investment Management
Cayman Islands
$121M
Vanguard Group
17
Vanguard Group
Pennsylvania
$116M +$57.4M +2,034,951 +144%
TIM
18
Thornburg Investment Management
New Mexico
$113M +$56.4M +2,000,051 +148%
CS
19
Credit Suisse
Switzerland
$111M -$9.5M -337,085 -9%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$101M +$16.8M +596,557 +25%
TAA
21
TB Alternative Assets
Cayman Islands
$95.6M -$8.17M -289,850 -9%
JP Morgan Chase
22
JP Morgan Chase
New York
$93.4M +$59.1M +2,098,155 +308%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$92.9M -$13.2M -469,800 -14%
HFM
24
Harvest Fund Management
China
$90.2M +$2.15M +76,462 +3%
BAMCO Inc
25
BAMCO Inc
New York
$89.3M -$13.8M -490,628 -16%

TAL Hedge Fund Activity: Q3 2017 in Review

255 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2017, worth a combined $8.46B — up 66% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TAL positions and 19 closed out — a net gain of 32 holders — while 90 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $144M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 255 institutional investors held TAL Education Group (TAL) as of Q3 2017, up from 226 in Q2 2017.
  • Funds reported $8.46B of TAL Education Group stock for Q3 2017, up 66% quarter-over-quarter.
  • 51 funds opened new TAL Education Group positions in Q3 2017 and 19 closed out, a net change of +32 holders.
  • The largest TAL Education Group buyer in Q3 2017 was Wellington Management Group, an estimated $144M added.
  • The largest TAL Education Group seller in Q3 2017 was Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2017.