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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
FTUS
101
Flow Traders U.S.
New York
– -$5.45M -268,152 Closed
EIP
102
Epoch Investment Partners
New York
– -$2.48M -122,012 Closed
VKH
103
Virtu KCG Holdings
New York
– -$2.15M -105,746 Closed
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
– -$976K -47,986 Closed
Jane Street
105
Jane Street
New York
– -$560K -27,536 Closed
Two Sigma Investments
106
Two Sigma Investments
New York
– -$284K -13,967 Closed
BCAM
107
Boston Common Asset Management
Massachusetts
– -$271K -13,345 Closed
PP
108
PDT Partners
New York
– -$253K -12,426 Closed
Nomura Holdings
109
Nomura Holdings
Japan
– -$244K -11,965 Closed
SCA
110
SAC Capital Advisors
Connecticut
– -$228K -11,188 Closed
SCM
111
Stevens Capital Management
Pennsylvania
– -$203K -9,972 Closed
MA
112
MCF Advisors
Kentucky
– -$43K -2,190 Closed
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
– -$14K -699 Closed
FNBT
114
FineMark National Bank & Trust
Florida
– -$4K -167 Closed
Creative Planning
115
Creative Planning
Kansas
– -$3K -125 Closed
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.