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93 hedge funds and large institutions have $225M invested in Pearson in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $346K | Put options by funds: $172K

5% more capital invested

Capital invested by funds: $214M → $225M (+$10.9M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.02% more ownership

Funds ownership: 2.08%2.1% (+0.02%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

1% less funds holding

Funds holding: 9493 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
33
Closed
14
Calls
$346K
Puts
$172K
Net Calls
+$174K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$221K -$1.18M -99,076 -85%
CIM
52
Calvert Investment Management
Maryland
$212K
GC
53
Guggenheim Capital
Illinois
$200K -$25.2K -2,114 -12%
LAM
54
Lapides Asset Management
Connecticut
$170K +$15.5K +1,300 +11%
JG
55
Jefferies Group
New York
$168K +$154K +12,903 New
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$165K +$3.58K +300 +2%
Wolverine Trading
57
Wolverine Trading
Illinois
$159K +$148K +12,394 New
B
58
Bellecapital
Switzerland
$146K +$134K +11,250 New
FCCM
59
First City Capital Management
Georgia
$145K -$9.55K -800 -7%
NFA
60
Nuveen Fund Advisors
Illinois
$142K +$131K +10,967 New
CCA
61
Checchi Capital Advisers
California
$107K +$8.64K +724 +10%
CG
62
Cutler Group
California
$51K -$72.8K -6,100 -61%
DVM
63
Dreman Value Management
Florida
$41K +$37.3K +3,126 New
Simplex Trading
64
Simplex Trading
Illinois
$31K +$28.6K +2,398 New
Citigroup
65
Citigroup
New York
$26K +$382 +32 +2%
GT
66
Glenmede Trust
Pennsylvania
$26K +$4.03K +338 +19%
QCG
67
Quadrant Capital Group
Ohio
$23K +$20.8K +1,745 +397%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$17K -$155 -13 -1%
S
69
SignatureFD
Georgia
$17K +$4.45K +373 +41%
Creative Planning
70
Creative Planning
Kansas
$15K -$728 -61 -5%
CHC
71
City Holding Co
West Virginia
$15K
ZB
72
Zions Bancorporation
Utah
$14K +$4.64K +389 +52%
PFBT
73
Parkside Financial Bank & Trust
Missouri
$13K
QT
74
Quantbot Technologies
New York
$12K -$150K -12,596 -93%
TRCT
75
Tower Research Capital (TRC)
New York
$12K +$11.1K +929 New

PSO Hedge Fund Activity: Q2 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2016, worth a combined $225M — up 5.1% from $214M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSO positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.94M. The largest seller was Arrowstreet Capital, cutting an estimated $6.35M.

  • 93 institutional investors held Pearson (PSO) as of Q2 2016, down from 94 in Q1 2016.
  • Funds reported $225M of Pearson stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2016 and 14 closed out, a net change of +1 holder.
  • The largest Pearson buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $3.94M added.
  • The largest Pearson seller in Q2 2016 was Arrowstreet Capital, an estimated $6.35M sold.

Based on aggregated 13F filings for Q2 2016.