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TAL Education Group

192 hedge funds and large institutions have $1.86B invested in TAL Education Group in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $66.1M | Put options by funds: $25.3M

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

7.7% less ownership

Funds ownership: 183.22%175.52% (-7.7%)

12% less funds holding

Funds holding: 219192 (-27)

13% less capital invested

Capital invested by funds: $2.15B → $1.86B (-$286M)

47% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 51

Holders
192
Holders Change
-27
Holders Change %
-12.33%
% of All Funds
3.06%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
27
Increased
63
Reduced
62
Closed
51
Calls
$66.1M
Puts
$25.3M
Net Calls
+$40.8M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$206M -$94.6M -13,140,260 -29%
Morgan Stanley
2
Morgan Stanley
New York
$158M +$60.2M +8,361,920 +51%
BlackRock
3
BlackRock
New York
$132M -$3.28M -455,730 -2%
Bank of America
4
Bank of America
North Carolina
$120M -$6.04M -838,676 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$112M +$1.23M +171,013 +1%
KFA
6
Krane Funds Advisors
New York
$105M -$13.2M -1,836,013 -10%
UBS AM
7
UBS AM
Illinois
$91.7M -$2.02M -279,947 -2%
Deutsche Bank
8
Deutsche Bank
Germany
$56.5M -$38.9M -5,407,534 -38%
TPC
9
Tiger Pacific Capital
New York
$50.9M +$26.4M +3,663,126 +86%
State Street
10
State Street
Massachusetts
$50.6M -$382K -53,058 -0.7%
SLM
11
Snow Lake Management
California
$46M +$51.7M +7,177,032 New
UBS Group
12
UBS Group
Switzerland
$44.1M +$11M +1,522,368 +28%
DC
13
Dantai Capital
Hong Kong
$42.8M +$33.2M +4,607,679 +223%
Renaissance Technologies
14
Renaissance Technologies
New York
$40.1M +$18.4M +2,560,700 +69%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$38.1M +$41.3M +5,733,522 +2,644%
DG
16
Discerene Group
Connecticut
$33.8M
Two Sigma Advisers
17
Two Sigma Advisers
New York
$25.3M -$3.42M -474,700 -11%
Citigroup
18
Citigroup
New York
$22.5M -$11.5M -1,598,140 -31%
FFM
19
FengHe Fund Management
Singapore
$22.3M +$15.3M +2,119,104 +155%
BA
20
Bridgewater Associates
Connecticut
$22.1M +$15M +2,086,594 +153%
Legal & General Group
21
Legal & General Group
United Kingdom
$21.6M -$253K -35,099 -1%
EFM
22
E Fund Management
China
$19.7M +$1.03M +143,583 +5%
PAMI
23
Perseverance Asset Management International
Cayman Islands
$18.9M +$11.2M +1,558,395 +112%
YCM
24
Yiheng Capital Management
California
$18.1M +$5.51M +765,900 +37%
CCM
25
CloudAlpha Capital Management
Hong Kong
$16.1M +$18.1M +2,510,000 New

TAL Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2023, worth a combined $1.86B — down 13% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TAL and 27 opened new positions — a net loss of 24 holders — while 62 trimmed existing stakes and 63 added.

The largest buyer was Morgan Stanley, adding an estimated $60.2M. The largest seller was Goldman Sachs, cutting an estimated $94.6M.

  • 192 institutional investors held TAL Education Group (TAL) as of Q1 2023, down from 219 in Q4 2022.
  • Funds reported $1.86B of TAL Education Group stock for Q1 2023, down 13% quarter-over-quarter.
  • 27 funds opened new TAL Education Group positions in Q1 2023 and 51 closed out, a net change of -24 holders.
  • The largest TAL Education Group buyer in Q1 2023 was Morgan Stanley, an estimated $60.2M added.
  • The largest TAL Education Group seller in Q1 2023 was Goldman Sachs, an estimated $94.6M sold.

Based on aggregated 13F filings for Q1 2023.