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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
HIM
501
Hermes Investment Management
United Kingdom
$242K
STC
502
SEI Trust Company
Pennsylvania
$238K +$161K +2,050 +205%
AB
503
AT Bancorp
Iowa
$234K -$65.2K -831 -22%
SOAMC
504
Spirit of America Management Corp
New York
$234K
Tudor Investment Corp
505
Tudor Investment Corp
Connecticut
$234K +$235K +3,000 New
BDF
506
Balasa Dinverno & Foltz
$233K +$11.8K +150 +5%
JCM
507
Janney Capital Management
Pennsylvania
$233K +$234K +2,988 New
BB
508
Busey Bank
Illinois
$224K -$2.51K -32 -1%
HSA
509
HBK Sorce Advisory
Pennsylvania
$223K -$248K -3,160 -53%
OC
510
Oppenheimer & Co
New York
$222K -$9.18K -117 -4%
SF
511
Sarofim Fayez
Texas
$213K +$214K +2,731 New
KAM
512
Keeley Asset Management
Illinois
$213K +$214K +2,733 New
TCM
513
TD Capital Management
Tennessee
$212K +$1.1K +14 +0.5%
M&T Bank
514
M&T Bank
New York
$210K
MIC
515
MU Investments Company
Japan
$210K
VKH
516
Virtu KCG Holdings
New York
$208K +$209K +2,664 New
1GA
517
1st Global Advisors
Texas
$206K +$208K +2,646 New
FTC
518
Farmers Trust Company
Ohio
$205K +$206K +2,630 New
CPC
519
Cookson Peirce & Co
Pennsylvania
$205K +$207K +2,640 New
PP
520
Prudential plc
United Kingdom
$204K +$205K +2,616 New
SSG
521
Summit Securities Group
New York
$203K +$204K +2,600 New
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K -$18.1K -231 -8%
BCM
523
Bluefin Capital Management
New York
$200K +$189K +2,406 New
WTC
524
WhitTier Trust Company
Nevada
$196K
LS
525
Livforsakringsbolaget Skandia
Sweden
$195K

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.