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Pearson
PSO

98 hedge funds and large institutions have $643M invested in Pearson in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more capital inflows, than outflows

Capital inflows: $301M | Capital outflows: $26.2M

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

8% more funds holding

Funds holding: 91 → 98 (+7)

0.37% more ownership

Funds ownership: 4.24% → 4.61% (+0.37%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Sterling Capital Management
Sterling Capital Management
North Carolina
+$24M
2
Hamlin Capital Management
Hamlin Capital Management
New York
+$9.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.78M
4
Bank of America
Bank of America
North Carolina
+$4.47M
5
Guggenheim Capital
Guggenheim Capital
Illinois
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.65M
2
Invesco
Invesco
Georgia
-$4.62M
3
Virtu KCG Holdings
Virtu KCG Holdings
New York
-$3.96M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.27M
5
Aperio Group
Aperio Group
California
-$1.23M

PSO Hedge Fund Activity: Q4 2014 in Review

98 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2014, worth a combined $643M — up 0.14% from $643M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Sterling Capital Management, adding an estimated $24M. The largest seller was JP Morgan Chase, cutting an estimated $8.65M.

  • 98 institutional investors held Pearson (PSO) as of Q4 2014, up from 91 in Q3 2014.
  • Funds reported $643M of Pearson stock for Q4 2014, up 0.14% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2014 and 13 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q4 2014 was Sterling Capital Management, an estimated $24M added.
  • The largest Pearson seller in Q4 2014 was JP Morgan Chase, an estimated $8.65M sold.

Based on aggregated 13F filings for Q4 2014.