Pearson
103 hedge funds and large institutions have $973M invested in Pearson in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
54% more capital invested
Capital invested by funds: $632M → $973M (+$342M)
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
12% more funds holding
Funds holding: 92 → 103 (+11)
0.21% less ownership
Funds ownership: 4.5% → 4.29% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$13.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$5.35M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.49M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.63M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$36.7M |
| 2 |
JP Morgan Chase
New York
|
-$6.19M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$3.79M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$3.33M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
102
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
|
MFS
103
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
OAM
104
Oxford Asset Management
Oxford,
United Kingdom
| – | -$3.79M | -211,706 | Closed |
|
105
TD Asset Management
Toronto,
Ontario, Canada
| – | -$327K | -18,248 | Closed |
|
|
V
106
Veritable
Wilmington,
Delaware
| – | -$257K | -14,359 | Closed |
|
|
RFA
107
Reilly Financial Advisors
La Mesa,
California
| – | -$2K | -89 | Closed |
|
PSO Hedge Fund Activity: Q3 2013 in Review
103 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2013, worth a combined $973M — up 54% from $632M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PSO positions and 4 closed out — a net gain of 12 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was UBS, adding an estimated $13.6M. The largest seller was Suntrust Banks, cutting an estimated $36.7M.
- 103 institutional investors held Pearson (PSO) as of Q3 2013, up from 92 in Q2 2013.
- Funds reported $973M of Pearson stock for Q3 2013, up 54% quarter-over-quarter.
- 16 funds opened new Pearson positions in Q3 2013 and 4 closed out, a net change of +12 holders.
- The largest Pearson buyer in Q3 2013 was UBS, an estimated $13.6M added.
- The largest Pearson seller in Q3 2013 was Suntrust Banks, an estimated $36.7M sold.
Based on aggregated 13F filings for Q3 2013.