Pearson
89 hedge funds and large institutions have $157M invested in Pearson in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 16 closing their positions.
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
0.25% less ownership
Funds ownership: 2.16% → 1.91% (-0.25%)
3% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 32
1% less funds holding
Funds holding: 90 → 89 (-1)
10% less capital invested
Capital invested by funds: $173M → $157M (-$16.8M)
63% less call options, than puts
Call options by funds: $134K | Put options by funds: $364K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.73M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$3.56M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.89M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.73M |
| 5 |
Jane Street
New York
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.09M |
| 3 |
Morgan Stanley
New York
|
-$2.64M |
| 4 |
JP Morgan Chase
New York
|
-$1.71M |
| 5 |
Renaissance Technologies
New York
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
101
Perigon Wealth Management
San Francisco,
California
| – | -$4K | -419 | Closed |
|
|
WC
102
Whitnell & Co
Oak Brook,
Illinois
| – | -$2K | -240 | Closed |
|
|
AIM
103
Acrospire Investment Management
Chicago,
Illinois
| – | -$2K | -200 | Closed |
|
|
DADC
104
D.A. Davidson & Co
Great Falls,
Montana
| – | -$1K | -187 | Closed |
|
105
Barclays
London,
United Kingdom
| – | -$1K | -73 | Closed |
|
PSO Hedge Fund Activity: Q4 2016 in Review
89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2016, worth a combined $157M — down 9.7% from $173M a quarter earlier.
Fund positioning in PSO was balanced in Q4 2016: 16 funds opened new positions, 16 closed out, 31 added to existing stakes and 32 trimmed.
The largest buyer was Invesco, adding an estimated $5.73M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $16.2M sold.
- 89 institutional investors held Pearson (PSO) as of Q4 2016, down from 90 in Q3 2016.
- Funds reported $157M of Pearson stock for Q4 2016, down 9.7% quarter-over-quarter.
- 16 funds opened new Pearson positions in Q4 2016 and 16 closed out, a net change of 0 holders.
- The largest Pearson buyer in Q4 2016 was Invesco, an estimated $5.73M added.
- The largest Pearson seller in Q4 2016 was Arrowstreet Capital, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2016.