Pearson
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$19.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$2.4M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.35M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.07M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$8.34M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$6.22M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$5.67M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$5.45M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
-$5.19M |
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.