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Pearson
PSO

99 hedge funds and large institutions have $1.07B invested in Pearson in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

9% more capital invested

Capital invested by funds: $973M → $1.07B (+$91.9M)

0.1% less ownership

Funds ownership: 4.29% → 4.19% (-0.1%)

4% less funds holding

Funds holding: 103 → 99 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$19.8M
2
Macquarie Group
Macquarie Group
Australia
+$2.4M
3
AAM
Advisors Asset Management
Colorado
+$2.35M
4
RJA
Raymond James & Associates
Florida
+$1.07M
5
Deutsche Bank
Deutsche Bank
Germany
+$920K

Top Sellers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
-$8.34M
2
TIM
Thornburg Investment Management
New Mexico
-$6.22M
3
Invesco
Invesco
Georgia
-$5.67M
4
FTUS
Flow Traders U.S.
New York
-$5.45M
5
AG
Aperio Group
California
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$3.28M -$786K -37,050 -20%
SIA
27
Sit Investment Associates
Minnesota
$3.1M -$358K -16,885 -11%
Goldman Sachs
28
Goldman Sachs
New York
$2.87M +$224K +10,575 +9%
MAM
29
Martingale Asset Management
Massachusetts
$2.74M – – –
Macquarie Group
30
Macquarie Group
Australia
$2.54M +$2.4M +113,200 New
SBAM
31
Santa Barbara Asset Management
California
$2.35M -$122K -5,734 -5%
FA
32
FDx Advisors
Illinois
$2.31M -$282K -13,283 -11%
Wells Fargo
33
Wells Fargo
California
$2.28M +$867K +40,879 +67%
CAM
34
Capstone Asset Management
Texas
$1.82M +$8.7K +410 +0.5%
Bank of America
35
Bank of America
North Carolina
$1.65M +$59.2K +2,788 +4%
MNA
36
Manning & Napier Advisors
New York
$1.64M -$758K -35,714 -33%
GC
37
Guggenheim Capital
Illinois
$1.42M -$1.3M -61,376 -49%
Deutsche Bank
38
Deutsche Bank
Germany
$1.33M +$920K +43,364 +268%
WAM
39
World Asset Management
Michigan
$1.28M -$354K -16,698 -23%
Citigroup
40
Citigroup
New York
$1.26M +$10.8K +508 +0.9%
PPSG
41
Princeton Portfolio Strategies Group
New Jersey
$1.22M -$293K -13,825 -20%
Comerica Bank
42
Comerica Bank
Texas
$1.16M -$1.02M -48,272 -48%
GT
43
Glenmede Trust
Pennsylvania
$1.04M -$213K -10,059 -18%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.03M -$38.7K -1,822 -4%
TAM
45
Todd Asset Management
Kentucky
$912K +$233K +10,978 +37%
STC
46
SEI Trust Company
Pennsylvania
$779K +$14.9K +700 +2%
DADC
47
D.A. Davidson & Co
Montana
$716K -$17.4K -818 -2%
LPL Financial
48
LPL Financial
California
$695K +$51.3K +2,417 +8%
HNB
49
Huntington National Bank
Ohio
$679K +$6.43K +303 +1%
GIA
50
GHP Investment Advisors
Colorado
$531K – – –
1
2
3 4 5

PSO Hedge Fund Activity: Q4 2013 in Review

99 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2013, worth a combined $1.07B — up 9.4% from $973M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PSO and 13 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was UBS, adding an estimated $19.8M. The largest seller was Suntrust Banks, cutting an estimated $8.34M.

  • 99 institutional investors held Pearson (PSO) as of Q4 2013, down from 103 in Q3 2013.
  • Funds reported $1.07B of Pearson stock for Q4 2013, up 9.4% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q4 2013 and 16 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q4 2013 was UBS, an estimated $19.8M added.
  • The largest Pearson seller in Q4 2013 was Suntrust Banks, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2013.