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Pearson
PSO

97 hedge funds and large institutions have $891M invested in Pearson in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

8% more funds holding

Funds holding: 90 → 97 (+7)

0.34% more ownership

Funds ownership: 3.91% → 4.25% (+0.34%)

3% less capital invested

Capital invested by funds: $916M → $891M (-$24.9M)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Sterling Capital Management
North Carolina
+$24M
2
HCM
Hamlin Capital Management
New York
+$9.59M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.78M
4
Bank of America
Bank of America
North Carolina
+$4.47M
5
GC
Guggenheim Capital
Illinois
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.65M
2
Invesco
Invesco
Georgia
-$4.62M
3
VKH
Virtu KCG Holdings
New York
-$3.96M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.27M
5
AG
Aperio Group
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$25K +$1.39K +74 +6%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$25K +$22.8K +1,218 +812%
RC
78
RegentAtlantic Capital
New Jersey
$17.5K +$17.8K +950 New
WA
79
WFG Advisors
Texas
$17K – – –
CHC
80
City Holding Co
West Virginia
$16K – – –
Citigroup
81
Citigroup
New York
$12K -$903K -48,127 -99%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$11K -$2.08K -111 -15%
SEI Investments
83
SEI Investments
Pennsylvania
$11K +$13.4K +712 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$9K – – –
EWM
85
Evercore Wealth Management
New York
$7K – – –
LIA
86
LS Investment Advisors
Michigan
$7K – – –
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3K -$13.7K -733 -81%
RFA
89
Reilly Financial Advisors
California
$3K +$2.93K +156 New
CTC
90
Central Trust Company
Missouri
$2K +$1.71K +91 New
AIG
91
American International Group
New York
$1.83K – – –
MFS
92
MSI Financial Services
Massachusetts
$1K – – –
NES
93
New England Securities
New York
$1K – – –
PIM
94
Parasol Investment Management
Illinois
$1K – – –
Creative Planning
95
Creative Planning
Kansas
$1K +$1.14K +61 New
CAW
96
Cornerstone Advisors (Washington)
Washington
$1K +$1.46K +78 New
VKH
97
Virtu KCG Holdings
New York
– -$3.96M -197,920 Closed
Two Sigma Advisers
98
Two Sigma Advisers
New York
– -$1.27M -63,400 Closed
Jane Street
99
Jane Street
New York
– -$1.14M -56,895 Closed
PP
100
PDT Partners
New York
– -$851K -42,527 Closed
1 2 3
4
5

PSO Hedge Fund Activity: Q4 2014 in Review

97 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2014, worth a combined $891M — down 2.7% from $916M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Sterling Capital Management, adding an estimated $24M. The largest seller was JP Morgan Chase, cutting an estimated $8.65M.

  • 97 institutional investors held Pearson (PSO) as of Q4 2014, up from 90 in Q3 2014.
  • Funds reported $891M of Pearson stock for Q4 2014, down 2.7% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2014 and 13 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q4 2014 was Sterling Capital Management, an estimated $24M added.
  • The largest Pearson seller in Q4 2014 was JP Morgan Chase, an estimated $8.65M sold.

Based on aggregated 13F filings for Q4 2014.