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Prudential Financial

622 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2013 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 208 increasing their positions, 247 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $22.1B → $23.8B (+$1.71B)

5% more funds holding

Funds holding: 591622 (+31)

2% more call options, than puts

Call options by funds: $212M | Put options by funds: $207M

0.74% more ownership

Funds ownership: 65.51%66.24% (+0.74%)

16% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 247

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
622
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
20.17%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.55%
New
70
Increased
208
Reduced
247
Closed
33
Calls
$212M
Puts
$207M
Net Calls
+$5.02M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
451
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$429K +$420K +5,350 New
DY
452
Dowling & Yahnke
California
$426K -$5.49K -70 -1%
PMG
453
ProVise Management Group
Florida
$421K
FHC
454
First Heartland Consultants
Missouri
$419K +$421K +5,362 New
TCB
455
Texas Capital Bancshares
Texas
$414K -$32.2K -411 -7%
Creative Planning
456
Creative Planning
Kansas
$403K +$128K +1,637 +46%
ECM
457
Everence Capital Management
Indiana
$400K
EVC
458
Eidelman Virant Capital
Missouri
$390K
ZDA
459
Zweig-DiMenna Associates
New York
$390K +$392K +5,000 New
CAM
460
ClariVest Asset Management
California
$386K
ICAS
461
Investors Capital Advisory Services
Massachusetts
$383K +$386K +4,924 New
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$379K +$18.9K +241 +5%
CNBT
463
Canandaigua National Bank & Trust
New York
$372K -$51.8K -660 -12%
SC
464
Savant Capital
Illinois
$367K +$3.92K +50 +1%
MFS
465
MSI Financial Services
Massachusetts
$366K +$19.5K +248 +6%
ECM
466
Endex Capital Management
Kansas
$359K
Verition Fund Management
467
Verition Fund Management
Connecticut
$359K +$362K +4,609 New
CIM
468
Calvert Investment Management
Maryland
$349K -$13.3K -170 -4%
JMPWA
469
JP Morgan Private Wealth Advisors
California
$349K +$93K +1,186 +36%
TNBTD
470
Trustmark National Bank Trust Department
Mississippi
$348K +$2.75K +35 +0.8%
SIA
471
SeaBridge Investment Advisors
New Jersey
$343K
WA
472
Whitebox Advisors
Minnesota
$335K +$337K +4,295 New
NB
473
Norinchukin Bank
Japan
$332K +$105K +1,341 +46%
BCMO
474
Buckingham Capital Management (Ohio)
Ohio
$324K -$3.53K -45 -1%
Jane Street
475
Jane Street
New York
$314K -$555K -7,080 -64%

PRU Hedge Fund Activity: Q3 2013 in Review

622 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2013, worth a combined $23.8B — up 7.8% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new PRU positions and 33 closed out — a net gain of 37 holders — while 208 added to existing stakes and 247 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $163M. The largest seller was Discovery Capital Management, cutting an estimated $152M.

  • 622 institutional investors held Prudential Financial (PRU) as of Q3 2013, up from 591 in Q2 2013.
  • Funds reported $23.8B of Prudential Financial stock for Q3 2013, up 7.8% quarter-over-quarter.
  • 70 funds opened new Prudential Financial positions in Q3 2013 and 33 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $163M added.
  • The largest Prudential Financial seller in Q3 2013 was Discovery Capital Management, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2013.