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135 hedge funds and large institutions have $235M invested in Pearson in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $61K | Put options by funds: $12K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $214M → $235M (+$21.4M)

8% more funds holding

Funds holding: 125135 (+10)

0.12% more ownership

Funds ownership: 2.49%2.61% (+0.12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
55
Reduced
30
Closed
10
Calls
$61K
Puts
$12K
Net Calls
+$49K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$28K
GI
102
GAMMA Investing
California
$25.6K +$5.14K +414 +27%
AWM
103
Avior Wealth Management
Nebraska
$19.4K +$18.3K +1,471 New
IA
104
IFP Advisors
Florida
$15.2K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$15.1K -$1.45K -117 -9%
BGAI
106
Bruce G. Allen Investments
Colorado
$14.7K
W
107
WealthCollab
Washington
$13.9K +$3.27K +263 +33%
GIA
108
GHP Investment Advisors
Colorado
$8.88K
RIL
109
Rothschild Investment LLC
Illinois
$7.08K +$236 +19 +4%
UB
110
UMB Bank
Missouri
$6.15K
EBA
111
Eagle Bay Advisors
New York
$5.84K
ZB
112
Zions Bancorporation
Utah
$5.82K -$25 -2 -0.5%
BTI
113
Blue Trust Inc
Georgia
$5.43K -$12.2K -982 -70%
BIA
114
Bell Investment Advisors
California
$5.09K -$509 -41 -10%
FFA
115
Farther Finance Advisors
California
$5.04K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$5K -$2.86K -230 -39%
NA
117
NewEdge Advisors
Louisiana
$3.88K +$2.01K +162 +122%
JWA
118
JFS Wealth Advisors
Pennsylvania
$3.58K +$75 +6 +2%
GRP
119
Global Retirement Partners
California
$3.38K
PFBT
120
Parkside Financial Bank & Trust
Missouri
$3.11K
CFO
121
CVA Family Office
Colorado
$2.51K
GKIM
122
GW&K Investment Management
Massachusetts
$2K +$485 +39 +30%
SAM
123
Smartleaf Asset Management
Massachusetts
$1.83K +$1.74K +140 New
EC
124
EntryPoint Capital
New York
$1.42K +$1.34K +108 New
FGAM
125
Financial Gravity Asset Management
Texas
$1.39K +$373 +30 +39%

PSO Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2024, worth a combined $235M — up 10% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $28M.

  • 135 institutional investors held Pearson (PSO) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $235M of Pearson stock for Q1 2024, up 10% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2024 was Invesco, an estimated $14.9M added.
  • The largest Pearson seller in Q1 2024 was Morgan Stanley, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2024.