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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
WA
551
WFG Advisors
Texas
$64K +$21.3K +272 +50%
ACM
552
Aviance Capital Management
Florida
$64K +$64.7K +825 New
IMS
553
Index Management Solutions
Pennsylvania
$60K +$60K +765 New
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$59K +$20.6K +262 +54%
ZTNA
555
Zions Trust National Association
Utah
$57K
SF
556
Synovus Financial
Georgia
$50K -$784 -10 -2%
MCM
557
Manchester Capital Management
Vermont
$49K -$7.14K -91 -13%
NES
558
New England Securities
New York
$43K +$13K +166 +44%
TWA
559
TCI Wealth Advisors
Arizona
$42K
S
560
SignatureFD
Georgia
$42K +$17.3K +220 +69%
HRIA
561
Haberer Registered Investment Advisor
Ohio
$41K -$94.1K -1,200 -70%
RNS
562
Robert N. Shapiro
$39K
First Manhattan
563
First Manhattan
New York
$38K
TF
564
Trutina Financial
Washington
$37K +$37.2K +474 New
FBC
565
Fairfield, Bush & Co
Connecticut
$35K
MWP
566
MYCIO Wealth Partners
Pennsylvania
$34K -$9.8K -125 -23%
M
567
MOTCO
Texas
$32K
MBT
568
Monroe Bank & Trust
Michigan
$31K -$15.7K -200 -33%
CFS
569
Community Financial System
New York
$30K
TF
570
Tompkins Financial
New York
$30K
PSI
571
Pinnacle Summer Investments
Virginia
$29K
RA
572
Rational Advisors
New York
$29K
PFG
573
Piershale Financial Group
Illinois
$29K +$78 +1 +0.3%
SCG
574
Strategic Capital Group
Washington
$28K
PAS
575
Partnervest Advisory Services
California
$26K -$3.61K -46 -12%

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.