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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
TRCT
76
Tower Research Capital (TRC)
New York
$67K +$13.6K +640 +27%
BFA
77
BlackRock Fund Advisors
California
$59K -$1.99K -94 -3%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$59K +$38.9K +1,834 +229%
MA
79
MUFG Americas
New York
$53K – – –
US Bancorp
80
US Bancorp
Minnesota
$35K +$6.98K +329 +26%
OA
81
OFI Advisors
Pennsylvania
$28K -$934 -44 -3%
PTC
82
Private Trust Company
Ohio
$27K – – –
BPBT
83
Boston Private Bank & Trust
Massachusetts
$19K +$6.96K +328 +65%
CHC
84
City Holding Co
West Virginia
$19K +$18.5K +870 New
EWM
85
Evercore Wealth Management
New York
$18K +$11.7K +550 +250%
FHA
86
First Horizon Advisors
Tennessee
$14K +$10.2K +483 +163%
AllianceBernstein
87
AllianceBernstein
Tennessee
$14K +$13.6K +640 New
S
88
SignatureFD
Georgia
$14K +$13.7K +645 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$13K – – –
CAW
90
Cornerstone Advisors (Washington)
Washington
$9K – – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$9K – – –
LIA
92
LS Investment Advisors
Michigan
$9K – – –
EFSCE
93
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
ASN
94
Advisory Services Network
Georgia
$4K +$3.61K +170 New
CFA
95
Carroll Financial Associates
North Carolina
$4K +$4.03K +190 New
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$3K -$2.35K -111 -42%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$3K – – –
MFS
98
MSI Financial Services
Massachusetts
$1K – – –
PIM
99
Parasol Investment Management
Illinois
$1K +$1.25K +59 New
NES
100
New England Securities
New York
$1K +$1.34K +63 New
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.