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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
TAM
51
Todd Asset Management
Kentucky
$605K -$2.59K -130 -0.4%
LPL Financial
52
LPL Financial
California
$599K +$73.5K +3,686 +15%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$564K -$153K -7,653 -22%
Jane Street
54
Jane Street
New York
$560K +$549K +27,536 New
FCCM
55
First City Capital Management
Georgia
$518K – – –
AI
56
Atria Investments
North Carolina
$497K -$2.59K -130 -0.5%
GIA
57
GHP Investment Advisors
Colorado
$482K +$519 +26 +0.1%
ONB
58
Old National Bancorp
Indiana
$441K +$19K +952 +5%
OWD
59
Osborn Williams & Donohoe
Ohio
$427K – – –
Deutsche Bank
60
Deutsche Bank
Germany
$329K -$988K -49,537 -75%
HighTower Advisors
61
HighTower Advisors
Illinois
$298K +$48K +2,407 +20%
Two Sigma Investments
62
Two Sigma Investments
New York
$284K +$279K +13,967 New
AIA
63
Avalon Investment & Advisory
Texas
$275K – – –
BOH
64
Bank of Hawaii
Hawaii
$274K +$268K +13,453 New
BCAM
65
Boston Common Asset Management
Massachusetts
$271K +$13.6K +680 +5%
CONA
66
Capital One National Association
New York
$270K +$8.46K +424 +3%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$257K +$51.7K +2,591 +26%
PP
68
PDT Partners
New York
$253K -$582K -29,174 -70%
Nomura Holdings
69
Nomura Holdings
Japan
$244K +$239K +11,965 New
SCA
70
SAC Capital Advisors
Connecticut
$228K +$223K +11,188 New
CIM
71
Calvert Investment Management
Maryland
$217K – – –
Natixis Advisors
72
Natixis Advisors
Massachusetts
$207K -$6.84K -343 -3%
SCM
73
Stevens Capital Management
Pennsylvania
$203K +$199K +9,972 New
AC
74
Alexandria Capital
Virginia
$198K – – –
Federated Hermes
75
Federated Hermes
Pennsylvania
$132K +$130K +6,513 New
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.