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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
FHB
476
First Hawaiian Bank
Hawaii
$609K
HW
477
Hancock Whitney
Mississippi
$603K -$420 -5 -0.1%
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$587K +$33.7K +401 +6%
WFM
479
Wilmington Funds Management
Delaware
$580K -$269K -3,200 -33%
SNBOSD
480
Security National Bank of So Dak
Iowa
$580K +$33.8K +402 +7%
PAG
481
Private Advisor Group
New Jersey
$577K +$20.4K +243 +4%
AT
482
Arden Trust
Delaware
$559K -$13.5K -160 -2%
WA
483
Waverly Advisors
Alabama
$555K
BUB
484
BBVA USA Bancshares
Texas
$547K
DWT
485
Dorsey & Whitney Trust
South Dakota
$546K +$116K +1,376 +29%
VFA
486
Virtus Fund Advisers
Connecticut
$544K +$515K +6,127 New
SOAMC
487
Spirit of America Management Corp
New York
$533K
GCC
488
Guardian Capital (Canada)
Ontario, Canada
$526K -$88.4K -1,051 -15%
UR
489
USCA RIA
Texas
$525K
FQ
490
First Quadrant
California
$515K
PCM
491
Perritt Capital Management
Illinois
$512K -$42K -500 -8%
Fuller & Thaler Asset Management
492
Fuller & Thaler Asset Management
California
$506K -$664K -7,900 -58%
ACI
493
Alpha Cubed Investments
California
$502K -$2.82M -33,536 -86%
LC
494
Lilley & Co
Michigan
$501K +$49.6K +590 +12%
Lazard Asset Management
495
Lazard Asset Management
New York
$497K +$349K +4,154 +287%
Fayez Sarofim & Co
496
Fayez Sarofim & Co
Texas
$494K -$6.31K -75 -1%
BRWA
497
B. Riley Wealth Advisors
Florida
$483K +$300K +3,571 +191%
BOH
498
Bank of Hawaii
Hawaii
$480K
ARMT
499
Amica Retiree Medical Trust
Rhode Island
$476K
PVWM
500
Point View Wealth Management
New Jersey
$471K -$1.6K -19 -0.4%

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.