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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
OWD
51
Osborn Williams & Donohoe
Ohio
$470K – – –
ONB
52
Old National Bancorp
Indiana
$462K -$22.4K -1,058 -5%
AI
53
Atria Investments
North Carolina
$447K -$95.4K -4,495 -18%
Millennium Management
54
Millennium Management
New York
$444K -$796K -37,511 -65%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$422K +$400K +18,865 New
FCCM
56
First City Capital Management
Georgia
$408K -$154K -7,255 -28%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$400K -$210K -9,911 -36%
HighTower Advisors
58
HighTower Advisors
Illinois
$393K +$61.4K +2,894 +20%
PP
59
Paloma Partners
Connecticut
$344K +$326K +15,379 New
BOH
60
Bank of Hawaii
Hawaii
$330K +$27.6K +1,299 +10%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$329K +$312K +14,700 New
AIA
62
Avalon Investment & Advisory
Texas
$303K +$934 +44 +0.3%
CONA
63
Capital One National Association
New York
$289K -$7.72K -364 -3%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$286K +$2.78K +131 +1%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$252K +$23.4K +1,101 +11%
CIM
66
Calvert Investment Management
Maryland
$239K – – –
YMRC
67
Yorktown Management & Research Company
Virginia
$220K +$208K +9,800 New
AC
68
Alexandria Capital
Virginia
$218K – – –
Federated Hermes
69
Federated Hermes
Pennsylvania
$214K +$64.7K +3,050 +47%
FWIA
70
Fort Washington Investment Advisors
Ohio
$207K +$196K +9,242 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$129K – – –
Ameriprise
72
Ameriprise
Minnesota
$93K +$8.3K +391 +10%
BC
73
Bartlett & Co
Ohio
$92K – – –
AIG
74
American International Group
New York
$80.2K +$32.7K +1,540 +75%
FMT
75
First Mercantile Trust
Tennessee
$68K – – –
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.