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Pearson
PSO

103 hedge funds and large institutions have $973M invested in Pearson in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

54% more capital invested

Capital invested by funds: $632M → $973M (+$342M)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

12% more funds holding

Funds holding: 92 → 103 (+11)

0.21% less ownership

Funds ownership: 4.5% → 4.29% (-0.21%)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
31
Closed
4
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$13.6M
2
FTUS
Flow Traders U.S.
New York
+$5.35M
3
GC
Guggenheim Capital
Illinois
+$2.49M
4
Invesco
Invesco
Georgia
+$1.63M
5
AAM
Advisors Asset Management
Colorado
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
-$36.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$6.19M
3
OAM
Oxford Asset Management
United Kingdom
-$3.79M
4
SCM
Sterling Capital Management
North Carolina
-$3.33M
5
RFC
Russell Frank Company
Washington
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
Sit Investment Associates
Minnesota
$3.16M -$878K -44,000 -22%
GIM
27
Goelzer Investment Management
Indiana
$3.07M -$2.76M -138,302 -48%
PPA
28
Parametric Portfolio Associates
Washington
$2.77M +$240K +12,036 +10%
GC
29
Guggenheim Capital
Illinois
$2.54M +$2.49M +124,705 New
MAM
30
Martingale Asset Management
Massachusetts
$2.49M – – –
EIP
31
Epoch Investment Partners
New York
$2.48M +$135K +6,744 +6%
Goldman Sachs
32
Goldman Sachs
New York
$2.39M +$444K +22,254 +23%
FA
33
FDx Advisors
Illinois
$2.37M -$35.5K -1,778 -2%
SBAM
34
Santa Barbara Asset Management
California
$2.25M – – –
MNA
35
Manning & Napier Advisors
New York
$2.21M -$2.73K -137 -0.1%
VKH
36
Virtu KCG Holdings
New York
$2.15M +$2.11M +105,746 New
Comerica Bank
37
Comerica Bank
Texas
$2.03M +$305K +15,287 +18%
CAM
38
Capstone Asset Management
Texas
$1.64M +$93.6K +4,690 +6%
WAM
39
World Asset Management
Michigan
$1.5M -$271K -13,606 -16%
Bank of America
40
Bank of America
North Carolina
$1.44M -$207K -10,395 -13%
PPSG
41
Princeton Portfolio Strategies Group
New Jersey
$1.39M -$37.9K -1,900 -3%
Wells Fargo
42
Wells Fargo
California
$1.24M +$465K +23,310 +62%
Millennium Management
43
Millennium Management
New York
$1.17M +$700K +35,111 +158%
GT
44
Glenmede Trust
Pennsylvania
$1.15M -$4.21K -211 -0.4%
Citigroup
45
Citigroup
New York
$1.13M +$62.6K +3,140 +6%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$977K +$19.8K +993 +2%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$976K +$957K +47,986 New
STC
48
SEI Trust Company
Pennsylvania
$693K -$252K -12,650 -27%
DADC
49
D.A. Davidson & Co
Montana
$668K +$26.3K +1,318 +4%
HNB
50
Huntington National Bank
Ohio
$611K +$5.88K +295 +1%
1
2
3 4 5

PSO Hedge Fund Activity: Q3 2013 in Review

103 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2013, worth a combined $973M — up 54% from $632M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSO positions and 4 closed out — a net gain of 12 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was UBS, adding an estimated $13.6M. The largest seller was Suntrust Banks, cutting an estimated $36.7M.

  • 103 institutional investors held Pearson (PSO) as of Q3 2013, up from 92 in Q2 2013.
  • Funds reported $973M of Pearson stock for Q3 2013, up 54% quarter-over-quarter.
  • 16 funds opened new Pearson positions in Q3 2013 and 4 closed out, a net change of +12 holders.
  • The largest Pearson buyer in Q3 2013 was UBS, an estimated $13.6M added.
  • The largest Pearson seller in Q3 2013 was Suntrust Banks, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2013.