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TAL Education Group

241 hedge funds and large institutions have $2.92B invested in TAL Education Group in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

10% more funds holding

Funds holding: 219241 (+22)

2.59% more ownership

Funds ownership: 154.36%156.96% (+2.6%)

9% less call options, than puts

Call options by funds: $31.7M | Put options by funds: $34.8M

8% less capital invested

Capital invested by funds: $3.19B → $2.92B (-$263M)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
3.47%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.19%
New
54
Increased
73
Reduced
82
Closed
31
Calls
$31.7M
Puts
$34.8M
Net Calls
-$3.08M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M -$401K -32,251 -0.2%
KFA
2
Krane Funds Advisors
New York
$203M +$6.07M +487,742 +3%
Morgan Stanley
3
Morgan Stanley
New York
$182M -$102M -8,179,551 -34%
Vanguard Group
4
Vanguard Group
Pennsylvania
$180M -$20.3M -1,632,799 -9%
UBS AM
5
UBS AM
Illinois
$174M -$758K -60,883 -0.4%
Bank of America
6
Bank of America
North Carolina
$129M +$29.6M +2,377,959 +26%
Goldman Sachs
7
Goldman Sachs
New York
$103M +$2.78M +223,577 +3%
TPC
8
Tiger Pacific Capital
New York
$93.7M -$19.4M -1,560,800 -16%
State Street
9
State Street
Massachusetts
$80.9M -$829K -66,616 -0.9%
HM
10
HCEP Management
Hong Kong
$56.8M
HSBC Holdings
11
HSBC Holdings
United Kingdom
$55.3M +$30.8M +2,473,693 +103%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$46.6M +$14.8M +1,187,364 +41%
Norges Bank
13
Norges Bank
Norway
$46.6M +$42.6M +3,421,685 +501%
TC
14
Tairen Capital
Hong Kong
$45.1M +$49.5M +3,975,438 New
UBS Group
15
UBS Group
Switzerland
$44.5M -$810K -65,052 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44.1M -$39.8M -3,200,056 -45%
DG
17
Discerene Group
Connecticut
$44.1M -$4.25M -341,579 -8%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$43.7M +$17.2M +1,379,500 +73%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.4M +$39.5M +3,176,430 +1,056%
HFM
20
Harvest Fund Management
China
$39.3M +$2.84M +228,002 +7%
WAM
21
WT Asset Management
Hong Kong
$36.6M -$3.5M -281,456 -8%
EFM
22
E Fund Management
China
$33.7M -$1.06M -85,215 -3%
GAMH
23
Greenwoods Asset Management (HK)
Hong Kong
$33.7M +$9.84M +790,800 +36%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$33.6M +$36.8M +2,956,872 New
Millennium Management
25
Millennium Management
New York
$31.6M +$26.8M +2,153,855 +342%

TAL Hedge Fund Activity: Q1 2024 in Review

241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2024, worth a combined $2.92B — down 8.3% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new TAL positions and 31 closed out — a net gain of 23 holders — while 73 added to existing stakes and 82 trimmed.

The largest buyer was Tairen Capital, opening a new position worth an estimated $49.5M. The largest seller was Morgan Stanley, cutting an estimated $102M.

  • 241 institutional investors held TAL Education Group (TAL) as of Q1 2024, up from 219 in Q4 2023.
  • Funds reported $2.92B of TAL Education Group stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 54 funds opened new TAL Education Group positions in Q1 2024 and 31 closed out, a net change of +23 holders.
  • The largest TAL Education Group buyer in Q1 2024 was Tairen Capital, an estimated $49.5M added.
  • The largest TAL Education Group seller in Q1 2024 was Morgan Stanley, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.