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Pearson
PSO

89 hedge funds and large institutions have $157M invested in Pearson in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.25% less ownership

Funds ownership: 2.16% → 1.91% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

1% less funds holding

Funds holding: 90 → 89 (-1)

10% less capital invested

Capital invested by funds: $173M → $157M (-$16.8M)

63% less call options, than puts

Call options by funds: $134K | Put options by funds: $364K

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
31
Reduced
32
Closed
16
Calls
$134K
Puts
$364K
Net Calls
-$230K
Net Calls Change
-$430K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$5.73M
2
Northern Trust
Northern Trust
Illinois
+$3.56M
3
PPA
Parametric Portfolio Associates
Washington
+$1.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.73M
5
Jane Street
Jane Street
New York
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.2M
2
Bank of America
Bank of America
North Carolina
-$8.09M
3
Morgan Stanley
Morgan Stanley
New York
-$2.64M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$657K – – –
OMC
27
Old Mission Capital
Illinois
$647K +$627K +64,778 New
SEI Investments
28
SEI Investments
Pennsylvania
$640K -$8.5K -878 -1%
MCC
29
Malaga Cove Capital
California
$560K +$542K +55,991 New
WAM
30
World Asset Management
Michigan
$504K -$43.5K -4,490 -8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$470K +$15K +1,547 +3%
Comerica Bank
32
Comerica Bank
Texas
$462K +$50.8K +5,244 +13%
Deutsche Bank
33
Deutsche Bank
Germany
$385K -$1.29M -133,056 -78%
CSS
34
Cubist Systematic Strategies
Connecticut
$302K -$116K -11,999 -28%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$291K +$44.5K +4,600 +19%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$244K -$1.45K -150 -0.6%
VKH
37
Virtu KCG Holdings
New York
$229K -$55.4K -5,719 -20%
B
38
Bellecapital
Switzerland
$222K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$214K -$1.71M -176,100 -89%
LMGAM
40
Liberty Mutual Group Asset Management
Massachusetts
$212K – – –
DAS
41
Dynamic Advisor Solutions
Arizona
$198K +$76.8K +7,929 +67%
GC
42
Guggenheim Capital
Illinois
$185K +$8.96K +925 +5%
Creative Planning
43
Creative Planning
Kansas
$184K -$70K -7,233 -28%
GHCM
44
Glen Harbor Capital Management
California
$180K +$174K +18,020 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$164K -$850K -87,748 -84%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$163K -$814K -84,106 -84%
CIM
47
Calvert Investment Management
Maryland
$152K -$910 -94 -0.6%
TH
48
Timber Hill
Connecticut
$151K -$128K -13,270 -47%
MCIM
49
Meadow Creek Investment Management
Georgia
$148K +$144K +14,840 New
LAM
50
Lapides Asset Management
Connecticut
$141K +$9.68K +1,000 +8%
1
2
3 4 5

PSO Hedge Fund Activity: Q4 2016 in Review

89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2016, worth a combined $157M — down 9.7% from $173M a quarter earlier.

Fund positioning in PSO was balanced in Q4 2016: 16 funds opened new positions, 16 closed out, 31 added to existing stakes and 32 trimmed.

The largest buyer was Invesco, adding an estimated $5.73M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $16.2M sold.

  • 89 institutional investors held Pearson (PSO) as of Q4 2016, down from 90 in Q3 2016.
  • Funds reported $157M of Pearson stock for Q4 2016, down 9.7% quarter-over-quarter.
  • 16 funds opened new Pearson positions in Q4 2016 and 16 closed out, a net change of 0 holders.
  • The largest Pearson buyer in Q4 2016 was Invesco, an estimated $5.73M added.
  • The largest Pearson seller in Q4 2016 was Arrowstreet Capital, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2016.