TAL Education Group
293 hedge funds and large institutions have $10.9B invested in TAL Education Group in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 49 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
0.72% less ownership
Funds ownership: 311.68% → 310.95% (-0.72%)
1% less capital invested
Capital invested by funds: $11B → $10.9B (-$144M)
7% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 112
3% less funds holding
Funds holding: 303 → 293 (-10)
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
85% less call options, than puts
Call options by funds: $56.7M | Put options by funds: $383M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$192M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$140M |
| 3 |
Coatue Management
New York
|
+$110M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.3M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$171M |
| 2 |
SC
Serenity Capital
Palo Alto,
California
|
-$104M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$89.8M |
| 4 |
HIM
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
-$58.9M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$54.2M |
TAL Hedge Fund Activity: Q2 2018 in Review
293 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2018, worth a combined $10.9B — down 1.3% from $11B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of TAL and 41 opened new positions — a net loss of 8 holders — while 112 trimmed existing stakes and 104 added.
The largest buyer was Fidelity Investments, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $171M.
- 293 institutional investors held TAL Education Group (TAL) as of Q2 2018, down from 303 in Q1 2018.
- Funds reported $10.9B of TAL Education Group stock for Q2 2018, down 1.3% quarter-over-quarter.
- 41 funds opened new TAL Education Group positions in Q2 2018 and 49 closed out, a net change of -8 holders.
- The largest TAL Education Group buyer in Q2 2018 was Fidelity Investments, an estimated $192M added.
- The largest TAL Education Group seller in Q2 2018 was Wellington Management Group, an estimated $171M sold.
Based on aggregated 13F filings for Q2 2018.