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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
NCCM
351
Nine Chapters Capital Management
New Jersey
$2.32M +$824K +9,800 +60%
LPL Financial
352
LPL Financial
California
$2.31M +$7.23K +86 +0.3%
AAIM
353
American Assets Investment Management
California
$2.31M
FCI
354
Financial Counselors Inc
Kansas
$2.31M +$789K +9,387 +57%
GF
355
Gerstein Fisher
New York
$2.26M +$11.3K +134 +0.5%
ANRIA
356
American National Registered Investment Advisor
Texas
$2.23M -$12.6K -150 -0.6%
NJBEST
357
New Jersey Better Educational Savings Trust
New Jersey
$2.22M
NSEDCP
358
NJ State Employees Deferred Compensation Plan
New Jersey
$2.22M
BACM
359
Blue Arrow Capital Management
New York
$2.21M +$2.1M +24,939 New
CSS
360
Cubist Systematic Strategies
Connecticut
$2.2M +$2.09M +24,811 New
GCA
361
Gideon Capital Advisors
New York
$2.19M -$1.33M -15,874 -39%
ITIM
362
Indiana Trust & Investment Management
Indiana
$2.17M -$8.91K -106 -0.4%
Two Sigma Advisers
363
Two Sigma Advisers
New York
$2.17M +$673K +8,000 +49%
GIM
364
Guild Investment Management
California
$2.12M +$2.01M +23,910 New
CIM
365
Calvert Investment Management
Maryland
$2.12M +$1.63M +19,399 +437%
DCM
366
Donaldson Capital Management
Indiana
$2.11M -$12.9M -153,570 -87%
MNBTD
367
Moody National Bank Trust Division
Texas
$2.1M -$12.6K -150 -0.6%
FM
368
Foster & Motley
Ohio
$2.08M -$711K -8,458 -27%
IGIM
369
I.G. Investment Management
Manitoba, Canada
$2.07M +$622K +7,399 +47%
RIM
370
Regent Investment Management
Kentucky
$2.06M +$28.6K +340 +1%
Schroder Investment Management Group
371
Schroder Investment Management Group
United Kingdom
$2.02M -$873K -10,384 -31%
FMB
372
Field & Main Bank
Kentucky
$2M +$79.5K +945 +4%
Rafferty Asset Management
373
Rafferty Asset Management
New York
$1.99M +$1.43M +16,956 +308%
RJFSA
374
Raymond James Financial Services Advisors
Florida
$1.97M +$1.87M +22,185 New
BBHC
375
Brown Brothers Harriman & Co
New York
$1.89M +$214K +2,540 +14%

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.