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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
Deutsche Bank
26
Deutsche Bank
Germany
$279M +$252K +2,995 +0.1%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$268M -$33.3M -396,371 -12%
Capital Research Global Investors
28
Capital Research Global Investors
California
$249M -$270M -3,212,340 -53%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$241M +$11.1M +132,261 +5%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$235M +$11.9M +141,524 +6%
NLI
31
Nippon Life Insurance
Japan
$230M +$25.7K +306 +0%
Bank of America
32
Bank of America
North Carolina
$210M +$15.9M +189,579 +9%
Citadel Advisors
33
Citadel Advisors
Florida
$208M +$98.8M +1,174,708 +101%
Legal & General Group
34
Legal & General Group
United Kingdom
$181M -$3.29M -39,078 -2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$164M +$1.86M +22,171 +1%
Citigroup
36
Citigroup
New York
$161M +$76.7M +912,784 +101%
DCM
37
Discovery Capital Management
Connecticut
$155M -$76.5M -909,950 -34%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$148M +$1.43M +17,016 +1%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M +$21.8M +258,817 +21%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$134M
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$133M +$126M +1,499,000 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$120M
Invesco
43
Invesco
Georgia
$118M -$2.91M -34,652 -3%
Charles Schwab
44
Charles Schwab
California
$115M -$7.1M -84,500 -6%
Wells Fargo
45
Wells Fargo
California
$115M +$25.5M +303,823 +31%
BlackRock
46
BlackRock
New York
$113M -$4.15M -49,344 -4%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$113M -$4.25M -50,502 -4%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$111M -$44.4M -527,997 -30%
CNB
49
City National Bank
California
$109M +$38.6M +459,350 +60%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$106M +$9.2M +109,478 +10%

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.