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Pearson
PSO

94 hedge funds and large institutions have $214M invested in Pearson in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,600% more call options, than puts

Call options by funds: $207K | Put options by funds: $1K

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $209M → $214M (+$5.02M)

0.28% less ownership

Funds ownership: 2.36% → 2.08% (-0.28%)

7% less funds holding

Funds holding: 101 → 94 (-7)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
33
Closed
21
Calls
$207K
Puts
$1K
Net Calls
+$206K
Net Calls Change
+$205K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$2.01M
3
Goldman Sachs
Goldman Sachs
New York
+$1.79M
4
AG
Aperio Group
California
+$1.73M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.8M
2
Morgan Stanley
Morgan Stanley
New York
-$5.71M
3
Invesco
Invesco
Georgia
-$5.26M
4
Two Sigma Investments
Two Sigma Investments
New York
-$4.43M
5
Citigroup
Citigroup
New York
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$220K +$200K +17,536 New
GC
52
Guggenheim Capital
Illinois
$219K -$18.1K -1,588 -8%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$213K +$57K +4,986 +41%
CIM
54
Calvert Investment Management
Maryland
$205K – – –
LPL Financial
55
LPL Financial
California
$190K -$98.8K -8,648 -36%
QT
56
Quantbot Technologies
New York
$169K -$97.7K -8,545 -39%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$156K +$142K +12,440 New
SCM
58
Stevens Capital Management
Pennsylvania
$152K -$982K -85,948 -88%
FCCM
59
First City Capital Management
Georgia
$150K – – –
LAM
60
Lapides Asset Management
Connecticut
$148K +$18.3K +1,600 +16%
FRM
61
Fox Run Management
Connecticut
$147K -$62.9K -5,500 -32%
TH
62
Timber Hill
Connecticut
$129K +$118K +10,318 New
CG
63
Cutler Group
California
$125K +$114K +10,018 +62,613%
RFC
64
Russell Frank Company
Washington
$94K +$85.5K +7,481 New
CCA
65
Checchi Capital Advisers
California
$94K +$86K +7,525 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$29K -$1.87K -164 -7%
Citigroup
67
Citigroup
New York
$25K -$4.02M -352,084 -99%
GT
68
Glenmede Trust
Pennsylvania
$21K +$10.4K +911 +105%
Barclays
69
Barclays
United Kingdom
$19K +$18.3K +1,602 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$16K +$7.25K +634 +94%
CHC
71
City Holding Co
West Virginia
$15K – – –
Creative Planning
72
Creative Planning
Kansas
$15K – – –
PFBT
73
Parkside Financial Bank & Trust
Missouri
$13K – – –
S
74
SignatureFD
Georgia
$11K +$9.38K +821 +1,039%
WA
75
WFG Advisors
Texas
$10K -$1.57K -137 -15%
1 2
3
4 5

PSO Hedge Fund Activity: Q1 2016 in Review

94 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2016, worth a combined $214M — up 2.4% from $209M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSO and 14 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Arrowstreet Capital, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $6.8M.

  • 94 institutional investors held Pearson (PSO) as of Q1 2016, down from 101 in Q4 2015.
  • Funds reported $214M of Pearson stock for Q1 2016, up 2.4% quarter-over-quarter.
  • 14 funds opened new Pearson positions in Q1 2016 and 21 closed out, a net change of -7 holders.
  • The largest Pearson buyer in Q1 2016 was Arrowstreet Capital, an estimated $10.7M added.
  • The largest Pearson seller in Q1 2016 was JP Morgan Chase, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2016.