Pearson
97 hedge funds and large institutions have $1.04B invested in Pearson in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 15 closing their positions.
12% more capital invested
Capital invested by funds: $925M → $1.04B (+$111M)
0.02% more ownership
Funds ownership: 4.71% → 4.73% (+0.02%)
0% more funds holding
Funds holding: 97 → 97 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
18% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hamlin Capital Management
New York
|
+$38.7M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$18.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$4.58M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.57M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$96.2M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$5.83M |
| 3 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$5.22M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$4.34M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MNA
101
Manning & Napier Advisors
Fairport,
New York
| – | -$1.18M | -66,435 | Closed |
|
|
DC
102
Deere & Company
Moline,
Illinois
| – | -$1.06M | -59,655 | Closed |
|
|
PPSG
103
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| – | -$794K | -44,555 | Closed |
|
104
Arrowstreet Capital
Boston,
Massachusetts
| – | -$763K | -42,831 | Closed |
|
|
ACI
105
AMP Capital Investors
Sydney,
Australia
| – | -$217K | -12,527 | Closed |
|
|
BPBT
106
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$9K | -505 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | -$8K | -456 | Closed |
|
|
AUB
108
Atlantic Union Bankshares
Glen Allen,
Virginia
| – | -$4K | -217 | Closed |
|
|
CAW
109
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -77 | Closed |
|
|
KT
110
Kanaly Trust
Houston,
Texas
| – | -$1K | -47 | Closed |
|
111
Creative Planning
Overland Park,
Kansas
| – | +$374 | +20 | New |
|
PSO Hedge Fund Activity: Q2 2014 in Review
97 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2014, worth a combined $1.04B — up 12% from $925M a quarter earlier.
Fund positioning in PSO was balanced in Q2 2014: 15 funds opened new positions, 15 closed out, 28 added to existing stakes and 34 trimmed.
The largest buyer was Hamlin Capital Management, opening a new position worth an estimated $38.7M. The largest seller was Suntrust Banks, cutting an estimated $96.2M.
- 97 institutional investors held Pearson (PSO) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $1.04B of Pearson stock for Q2 2014, up 12% quarter-over-quarter.
- 15 funds opened new Pearson positions in Q2 2014 and 15 closed out, a net change of 0 holders.
- The largest Pearson buyer in Q2 2014 was Hamlin Capital Management, an estimated $38.7M added.
- The largest Pearson seller in Q2 2014 was Suntrust Banks, an estimated $96.2M sold.
Based on aggregated 13F filings for Q2 2014.