We are live on ! Find out more
PRU icon

Prudential Financial

710 hedge funds and large institutions have $28.2B invested in Prudential Financial in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 273 increasing their positions, 252 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

87% more call options, than puts

Call options by funds: $405M | Put options by funds: $217M

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

10% more capital invested

Capital invested by funds: $25.7B → $28.2B (+$2.52B)

3% more ownership

Funds ownership: 65.12%68.11% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 252

1% more funds holding

Funds holding: 704710 (+6)

Holders
710
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
20.41%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.52%
New
62
Increased
273
Reduced
252
Closed
50
Calls
$405M
Puts
$217M
Net Calls
+$188M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
226
TCV Trust & Wealth Management
Virginia
$8.35M +$56.9K +677 +0.7%
TMAM
227
Tokio Marine Asset Management
Japan
$8.33M -$1.19M -14,187 -13%
JIM
228
Jupiter Investment Management
United Kingdom
$8.32M -$1.07M -12,711 -12%
RJA
229
Raymond James & Associates
Florida
$8.31M +$2.07M +24,601 +36%
Point72 Asset Management
230
Point72 Asset Management
Connecticut
$8.28M +$7.84M +93,300 New
WAM
231
Wood Asset Management
Florida
$8.23M +$7.8M +92,752 New
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$8.2M -$518K -6,163 -6%
TAM
233
Tocqueville Asset Management
New York
$7.92M -$406K -4,830 -5%
Janus Henderson Group
234
Janus Henderson Group
United Kingdom
$7.77M
CIP
235
Chartwell Investment Partners
Pennsylvania
$7.53M -$195K -2,320 -3%
AC
236
AFAM Capital
Texas
$7.52M +$46.7K +556 +0.7%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.51M -$344K -4,089 -5%
AIMCA
238
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.46M -$11.3M -134,600 -62%
GIA
239
Gateway Investment Advisers
Ohio
$7.38M +$795K +9,457 +13%
SAM
240
Shell Asset Management
Netherlands
$7.33M +$106K +1,256 +2%
GIM
241
Gyrus Investment Management
Ontario, Canada
$7.19M +$784K +9,325 +13%
CBOA
242
Commonwealth Bank of Australia
Australia
$7.13M -$5.79M -68,832 -46%
BF
243
BOK Financial
Oklahoma
$7.12M +$879K +10,453 +15%
ICM
244
ICC Capital Management
Florida
$7.11M -$4.21M -50,080 -38%
URS
245
Utah Retirement Systems
Utah
$7.09M -$286K -3,400 -4%
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$6.96M -$219K -2,600 -3%
FP
247
Foundry Partners
Minnesota
$6.92M -$1.93M -22,901 -23%
BCM
248
BlueMar Capital Management
Florida
$6.88M +$6.52M +77,500 New
SCM
249
Sterling Capital Management
North Carolina
$6.85M +$2.01M +23,900 +45%
FG
250
FSI Group
Ohio
$6.76M +$1.53M +18,169 +31%

PRU Hedge Fund Activity: Q2 2014 in Review

710 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2014, worth a combined $28.2B — up 9.8% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PRU positions and 50 closed out — a net gain of 12 holders — while 273 added to existing stakes and 252 trimmed.

The largest buyer was Norges Bank, adding an estimated $1.07B. The largest seller was Capital Research Global Investors, cutting an estimated $270M.

  • 710 institutional investors held Prudential Financial (PRU) as of Q2 2014, up from 704 in Q1 2014.
  • Funds reported $28.2B of Prudential Financial stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 62 funds opened new Prudential Financial positions in Q2 2014 and 50 closed out, a net change of +12 holders.
  • The largest Prudential Financial buyer in Q2 2014 was Norges Bank, an estimated $1.07B added.
  • The largest Prudential Financial seller in Q2 2014 was Capital Research Global Investors, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2014.