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Pearson
PSO

97 hedge funds and large institutions have $1.04B invested in Pearson in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $925M → $1.04B (+$111M)

0.02% more ownership

Funds ownership: 4.71% → 4.73% (+0.02%)

0% more funds holding

Funds holding: 97 → 97 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
34
Closed
15
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

Rank Fund Capital Flow
1
HCM
Hamlin Capital Management
New York
+$38.7M
2
U
UBS
Switzerland
+$18.1M
3
Northern Trust
Northern Trust
Illinois
+$4.58M
4
GC
Guggenheim Capital
Illinois
+$1.57M
5
SOMRS
State of Michigan Retirement System
Michigan
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
-$96.2M
2
TIM
Thornburg Investment Management
New Mexico
-$5.83M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
-$5.22M
4
RFC
Russell Frank Company
Washington
-$4.34M
5
Macquarie Group
Macquarie Group
Australia
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
51
Old National Bancorp
Indiana
$364K – – –
FCCM
52
First City Capital Management
Georgia
$361K – – –
GIA
53
GHP Investment Advisors
Colorado
$340K -$13.8K -739 -4%
BOH
54
Bank of Hawaii
Hawaii
$334K +$63.9K +3,415 +25%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$322K +$65K +3,474 +27%
CIM
56
Calvert Investment Management
Maryland
$315K +$7.26K +388 +2%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$302K -$9.26K -495 -3%
FFA
58
First Foundation Advisors
California
$282K +$266K +14,213 New
AI
59
ArchPoint Investors
Florida
$271K +$256K +13,665 New
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$267K +$43.5K +2,328 +21%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$260K – – –
CONA
62
Capital One National Association
New York
$255K -$11K -588 -4%
DTL
63
Dynamic Technology Lab
Singapore
$235K +$223K +11,904 New
HNB
64
Huntington National Bank
Ohio
$234K -$334K -17,857 -60%
AC
65
Alexandria Capital
Virginia
$193K – – –
Ameriprise
66
Ameriprise
Minnesota
$91K +$23K +1,229 +37%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$82K +$12.8K +685 +20%
FMT
68
First Mercantile Trust
Tennessee
$71K – – –
BFA
69
BlackRock Fund Advisors
California
$54K +$1.22K +65 +2%
MCM
70
Manchester Capital Management
Vermont
$48K +$45.4K +2,430 New
BCAM
71
Boston Common Asset Management
Massachusetts
$40K -$5.98K -320 -14%
US Bancorp
72
US Bancorp
Minnesota
$40K +$20.3K +1,084 +113%
OA
73
OFI Advisors
Pennsylvania
$31K -$580 -31 -2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
FHA
75
First Horizon Advisors
Tennessee
$26K +$6.15K +329 +31%
1 2
3
4 5

PSO Hedge Fund Activity: Q2 2014 in Review

97 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2014, worth a combined $1.04B — up 12% from $925M a quarter earlier.

Fund positioning in PSO was balanced in Q2 2014: 15 funds opened new positions, 15 closed out, 28 added to existing stakes and 34 trimmed.

The largest buyer was Hamlin Capital Management, opening a new position worth an estimated $38.7M. The largest seller was Suntrust Banks, cutting an estimated $96.2M.

  • 97 institutional investors held Pearson (PSO) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $1.04B of Pearson stock for Q2 2014, up 12% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2014 and 15 closed out, a net change of 0 holders.
  • The largest Pearson buyer in Q2 2014 was Hamlin Capital Management, an estimated $38.7M added.
  • The largest Pearson seller in Q2 2014 was Suntrust Banks, an estimated $96.2M sold.

Based on aggregated 13F filings for Q2 2014.