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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
HI
526
Hudock Inc
Pennsylvania
$190K +$4.47K +57 +2%
DADC
527
D.A. Davidson & Co
Montana
$190K +$19.8K +253 +11%
CTC
528
Central Trust Company
Missouri
$179K -$12.4K -158 -6%
FMLI
529
Fukoku Mutual Life Insurance
Japan
$179K +$7.84K +100 +5%
BG
530
Bollard Group
Massachusetts
$179K +$180K +2,300 New
NCMG
531
NCM Capital Management Group
North Carolina
$177K +$66.7K +850 +60%
SAMC
532
Shinko Asset Management Company
Japan
$172K -$47.1K -600 -21%
SFSIG
533
San Francisco Sentry Investment Group
California
$164K
HHMI
534
Howard Hughes Medical Institute
Maryland
$138K +$46.5K +593 +51%
MA
535
MUFG Americas
New York
$136K +$20.2K +258 +17%
BRWA
536
B. Riley Wealth Advisors
Florida
$133K +$134K +1,703 New
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$125K +$125K +1,600 New
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$119K +$15.7K +200 +15%
Group One Trading
539
Group One Trading
Illinois
$117K +$54.9K +700 +88%
CL
540
CFS LLC
Oklahoma
$112K -$471 -6 -0.4%
TCOV
541
Trust Company of Vermont
Vermont
$110K -$55.4K -706 -33%
Lazard Asset Management
542
Lazard Asset Management
New York
$109K -$11.4K -145 -9%
Manulife (Manufacturers Life Insurance)
543
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109K +$6.57M +83,705 +6%
DIA
544
Davidson Investment Advisors
Montana
$104K
PTC
545
Private Trust Company
Ohio
$102K +$57.9K +738 +131%
FNBT
546
FineMark National Bank & Trust
Florida
$96K -$4.71K -60 -5%
PP
547
Palladium Partners
Virginia
$90K
SFPIA
548
Stevens First Principles Investment Advisors
California
$87K
LIA
549
LS Investment Advisors
Michigan
$87K +$30.4K +388 +53%
HR
550
Howe & Rusling
New York
$80K -$12.5K -160 -14%

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.