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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
Deutsche Bank
26
Deutsche Bank
Germany
$246M +$28.5M +363,750 +13%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$228M +$13.9M +176,912 +6%
Citadel Advisors
28
Citadel Advisors
Florida
$213M -$2.36M -30,082 -1%
NLI
29
Nippon Life Insurance
Japan
$202M -$491K -6,266 -0.2%
UBS AM
30
UBS AM
Illinois
$189M -$20.4M -260,338 -10%
Bank of America
31
Bank of America
North Carolina
$172M -$9.96M -126,943 -5%
Legal & General Group
32
Legal & General Group
United Kingdom
$167M -$107K -1,370 -0.1%
Allianz Asset Management
33
Allianz Asset Management
Germany
$158M +$13.2M +167,939 +9%
WRF
34
Waddell & Reed Financial
Kansas
$156M +$157M +2,000,780 New
Boston Partners
35
Boston Partners
Massachusetts
$141M +$4.92M +62,744 +4%
AM
36
Appaloosa Management
Florida
$132M -$2.71M -34,500 -2%
SONJCPFA
37
State of New Jersey Common Pension Fund A
New Jersey
$129M +$8.47M +108,000 +7%
Sanders Capital
38
Sanders Capital
Florida
$119M -$39.2K -500 -0%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$118M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$116M +$1.4M +17,801 +1%
Invesco
41
Invesco
Georgia
$114M +$5.27M +67,223 +5%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$112M +$23.8M +303,029 +27%
MAA
43
Managed Account Advisors
New Jersey
$111M +$6.51M +82,982 +6%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$111M +$1.91M +24,297 +2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$109M -$2.95M -37,660 -3%
Charles Schwab
46
Charles Schwab
California
$109M +$1.28M +16,311 +1%
RFC
47
Russell Frank Company
Washington
$102M -$11.3M -143,756 -10%
Morgan Stanley
48
Morgan Stanley
New York
$102M -$6.76M -86,205 -6%
CI
49
Cambiar Investors
Colorado
$95.6M -$21.4M -272,497 -18%
BlackRock
50
BlackRock
New York
$94.7M -$13.6M -173,715 -13%

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.