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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
Verition Fund Management
501
Verition Fund Management
Connecticut
$471K +$446K +5,306 New
RCM
502
Reynolds Capital Management
Nevada
$470K
PMG
503
ProVise Management Group
Florida
$470K +$16.8K +200 +4%
LA
504
Lau Associates
Delaware
$466K +$84.1K +1,000 +24%
CCT
505
Chemung Canal Trust
New York
$459K -$116K -1,375 -21%
FA
506
FDx Advisors
Illinois
$455K +$431K +5,128 New
Tudor Investment Corp
507
Tudor Investment Corp
Connecticut
$452K -$102K -1,215 -19%
CPP
508
Crow Point Partners
Massachusetts
$452K
SIC
509
Salem Investment Counselors
North Carolina
$448K +$425K +5,052 New
FTIOP
510
Fiduciary Trust International of Pennsylvania
Pennsylvania
$435K -$12.6K -150 -3%
OC
511
Oppenheimer & Co
New York
$419K +$73.8K +878 +23%
SC
512
Savant Capital
Illinois
$414K +$3.19K +38 +0.8%
EB
513
Eastern Bank
Massachusetts
$413K -$2.1K -25 -0.5%
ICAS
514
Investors Capital Advisory Services
Massachusetts
$411K +$2.77K +33 +0.7%
PCM
515
Prelude Capital Management
New York
$408K +$114K +1,360 +42%
FAAS
516
First Allied Advisory Services
California
$396K +$4.71K +56 +1%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$387K -$15.9K -189 -4%
SCM
518
Shelton Capital Management
Colorado
$385K -$109K -1,300 -23%
GVT
519
Genesee Valley Trust
New York
$382K +$673 +8 +0.2%
MFS
520
MSI Financial Services
Massachusetts
$379K -$35.3K -420 -9%
CNBT
521
Canandaigua National Bank & Trust
New York
$379K +$8.49K +101 +2%
TWI
522
Thomas White International
Illinois
$375K
FAM
523
Formidable Asset Management
Ohio
$372K
WTIM
524
Wilmington Trust Investment Management
Delaware
$367K -$235K -2,800 -40%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$366K +$52.7K +627 +18%

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.