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Pearson
PSO

100 hedge funds and large institutions have $773M invested in Pearson in 2013 Q4 according to their latest regulatory filings, with 14 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

8% more capital invested

Capital invested by funds: $715M → $773M (+$57.7M)

0.1% less ownership

Funds ownership: 4.29% → 4.19% (-0.1%)

3% less funds holding

Funds holding: 103 → 100 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
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

PSO Hedge Fund Activity: Q4 2013 in Review

100 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2013, worth a combined $773M — up 8.1% from $715M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PSO and 14 opened new positions — a net loss of 2 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.

  • 100 institutional investors held Pearson (PSO) as of Q4 2013, down from 103 in Q3 2013.
  • Funds reported $773M of Pearson stock for Q4 2013, up 8.1% quarter-over-quarter.
  • 14 funds opened new Pearson positions in Q4 2013 and 16 closed out, a net change of -2 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.