Pearson
94 hedge funds and large institutions have $214M invested in Pearson in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 21 closing their positions.
20,600% more call options, than puts
Call options by funds: $207K | Put options by funds: $1K
6% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 33
2% more capital invested
Capital invested by funds: $209M → $214M (+$5.02M)
0.28% less ownership
Funds ownership: 2.36% → 2.08% (-0.28%)
7% less funds holding
Funds holding: 101 → 94 (-7)
33% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 3 |
Goldman Sachs
New York
|
+$1.79M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
+$1.73M |
| 5 |
Renaissance Technologies
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.8M |
| 2 |
Morgan Stanley
New York
|
-$5.71M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$5.26M |
| 4 |
Two Sigma Investments
New York
|
-$4.43M |
| 5 |
Citigroup
New York
|
-$4.02M |
PSO Hedge Fund Activity: Q1 2016 in Review
94 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2016, worth a combined $214M — up 2.4% from $209M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of PSO and 14 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 35 added.
The largest buyer was Arrowstreet Capital, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $6.8M.
- 94 institutional investors held Pearson (PSO) as of Q1 2016, down from 101 in Q4 2015.
- Funds reported $214M of Pearson stock for Q1 2016, up 2.4% quarter-over-quarter.
- 14 funds opened new Pearson positions in Q1 2016 and 21 closed out, a net change of -7 holders.
- The largest Pearson buyer in Q1 2016 was Arrowstreet Capital, an estimated $10.7M added.
- The largest Pearson seller in Q1 2016 was JP Morgan Chase, an estimated $6.8M sold.
Based on aggregated 13F filings for Q1 2016.