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Pearson
PSO

97 hedge funds and large institutions have $891M invested in Pearson in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

8% more funds holding

Funds holding: 90 → 97 (+7)

0.34% more ownership

Funds ownership: 3.91% → 4.25% (+0.34%)

3% less capital invested

Capital invested by funds: $916M → $891M (-$24.9M)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Sterling Capital Management
North Carolina
+$24M
2
HCM
Hamlin Capital Management
New York
+$9.59M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.78M
4
Bank of America
Bank of America
North Carolina
+$4.47M
5
GC
Guggenheim Capital
Illinois
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.65M
2
Invesco
Invesco
Georgia
-$4.62M
3
VKH
Virtu KCG Holdings
New York
-$3.96M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.27M
5
AG
Aperio Group
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$2.79M +$1.07M +57,281 +61%
CS
27
Credit Suisse
Switzerland
$2.76M +$29.1K +1,550 +1%
EIP
28
Epoch Investment Partners
New York
$2.72M -$84.3K -4,497 -3%
CAM
29
Capstone Asset Management
Texas
$2.38M +$991K +52,820 +69%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.98M -$74.3K -3,960 -4%
Federated Hermes
31
Federated Hermes
Pennsylvania
$1.63M +$529K +28,185 +47%
IPC
32
Independent Portfolio Consultants
Florida
$1.53M +$1.56M +83,007 New
Comerica Bank
33
Comerica Bank
Texas
$1.47M +$768K +40,947 +106%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$1.41M +$506K +26,990 +55%
Deutsche Bank
35
Deutsche Bank
Germany
$1.22M -$172K -9,190 -12%
Wells Fargo
36
Wells Fargo
California
$1.21M +$494K +26,351 +67%
RCM
37
Riverhead Capital Management
Delaware
$1.15M – – –
Two Sigma Investments
38
Two Sigma Investments
New York
$1.14M -$119K -6,351 -9%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.02M +$109K +5,810 +12%
Millennium Management
40
Millennium Management
New York
$862K +$876K +46,708 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$786K +$333K +17,761 +71%
WAM
42
World Asset Management
Michigan
$775K -$5.81K -310 -0.7%
LCM
43
Logan Capital Management
Pennsylvania
$500K +$508K +27,095 New
BG
44
Bollard Group
Massachusetts
$485K +$493K +26,300 New
SB
45
Suntrust Banks
Georgia
$453K -$66.5K -3,547 -13%
AI
46
ArchPoint Investors
Florida
$452K +$133K +7,075 +41%
PP
47
Paloma Partners
Connecticut
$446K +$454K +24,182 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$443K – – –
SCM
49
Stevens Capital Management
Pennsylvania
$438K +$445K +23,725 New
OWD
50
Osborn Williams & Donohoe
Ohio
$387K – – –
1
2
3 4 5

PSO Hedge Fund Activity: Q4 2014 in Review

97 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2014, worth a combined $891M — down 2.7% from $916M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Sterling Capital Management, adding an estimated $24M. The largest seller was JP Morgan Chase, cutting an estimated $8.65M.

  • 97 institutional investors held Pearson (PSO) as of Q4 2014, up from 90 in Q3 2014.
  • Funds reported $891M of Pearson stock for Q4 2014, down 2.7% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2014 and 13 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q4 2014 was Sterling Capital Management, an estimated $24M added.
  • The largest Pearson seller in Q4 2014 was JP Morgan Chase, an estimated $8.65M sold.

Based on aggregated 13F filings for Q4 2014.