Pearson
90 hedge funds and large institutions have $173M invested in Pearson in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 15 closing their positions.
488% more call options, than puts
Call options by funds: $241K | Put options by funds: $41K
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
0.05% more ownership
Funds ownership: 2.1% → 2.16% (+0.05%)
3% less funds holding
Funds holding: 93 → 90 (-3)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
23% less capital invested
Capital invested by funds: $225M → $173M (-$51.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.69M |
| 2 |
Morgan Stanley
New York
|
+$3.65M |
| 3 |
Jane Street
New York
|
+$2.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.08M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.45M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.23M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.44M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$2.04M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
-$1.7M |
PSO Hedge Fund Activity: Q3 2016 in Review
90 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2016, worth a combined $173M — down 23% from $225M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PSO and 12 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 34 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $4.69M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.45M sold.
- 90 institutional investors held Pearson (PSO) as of Q3 2016, down from 93 in Q2 2016.
- Funds reported $173M of Pearson stock for Q3 2016, down 23% quarter-over-quarter.
- 12 funds opened new Pearson positions in Q3 2016 and 15 closed out, a net change of -3 holders.
- The largest Pearson buyer in Q3 2016 was Dimensional Fund Advisors, an estimated $4.69M added.
- The largest Pearson seller in Q3 2016 was Old Mission Capital, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2016.