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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
RMCM
451
Reynders McVeigh Capital Management
Massachusetts
$799K -$25.2K -300 -3%
CCM
452
Cutler Capital Management
Massachusetts
$799K +$504K +6,000 +200%
PL
453
Parkwood LLC
Ohio
$790K +$748K +8,902 New
RH
454
Rayner & Haynor
California
$785K -$21K -250 -3%
CB
455
Commerce Bank
Missouri
$785K +$41.7K +496 +6%
LTFS
456
Ladenburg Thalmann Financial Services
Florida
$783K +$29.9K +356 +4%
CI
457
Constellation Investments
Ohio
$781K +$8.41K +100 +1%
Toronto Dominion Bank
458
Toronto Dominion Bank
Ontario, Canada
$774K +$111K +1,325 +18%
QI
459
Quotient Investors
New York
$763K +$286K +3,400 +65%
CCA
460
Catalyst Capital Advisors
New York
$751K +$711K +8,461 New
GCAC
461
Guardian Capital Advisors (Canada)
Ontario, Canada
$729K -$75.7K -900 -10%
BIM
462
Baldwin Investment Management
Pennsylvania
$723K
LIA
463
LS Investment Advisors
Michigan
$716K -$14.4K -171 -2%
FHC
464
First Heartland Consultants
Missouri
$706K +$25.8K +307 +4%
FB
465
Fulton Bank
Pennsylvania
$681K -$10.3K -123 -2%
MFIMFI
466
Mesirow Financial Investment Management - Fixed Income
Illinois
$679K +$643K +7,650 New
CEP
467
Chicago Equity Partners
Illinois
$672K -$62.6K -745 -9%
ZDA
468
Zweig-DiMenna Associates
New York
$664K
Envestnet Asset Management
469
Envestnet Asset Management
Illinois
$664K +$154K +1,831 +32%
Bank of Nova Scotia
470
Bank of Nova Scotia
Ontario, Canada
$656K -$16.1K -191 -3%
ONB
471
Old National Bancorp
Indiana
$654K +$371K +4,417 +150%
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$650K +$406K +4,827 +193%
BPBT
473
Boston Private Bank & Trust
Massachusetts
$642K -$1.5M -17,797 -71%
AP
474
Advisor Partners
California
$638K +$12.5K +149 +2%
DY
475
Dowling & Yahnke
California
$634K +$45.8K +545 +8%

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.