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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
SAM
551
Silvercrest Asset Management
New York
$279K +$2.35K +28 +0.9%
BDF
552
Balasa Dinverno & Foltz
$278K -$16.7K -199 -6%
WS
553
Wedbush Securities
California
$275K -$4.29K -51 -2%
HIM
554
Hermes Investment Management
United Kingdom
$275K
M&T Bank
555
M&T Bank
New York
$272K -$6.31K -75 -2%
WCA
556
Westover Capital Advisors
Delaware
$272K
AB
557
AT Bancorp
Iowa
$269K
EVC
558
Eidelman Virant Capital
Missouri
$266K -$168K -2,000 -40%
HSA
559
HBK Sorce Advisory
Pennsylvania
$257K +$1.34K +16 +0.6%
CIP
560
Convergence Investment Partners
Florida
$252K +$2.35K +28 +1%
BB
561
Busey Bank
Illinois
$246K
MSFP
562
Mark Sheptoff Financial Planning
Connecticut
$245K +$84 +1 +0%
TCM
563
TD Capital Management
Tennessee
$245K +$1.43K +17 +0.6%
KAM
564
Keeley Asset Management
Illinois
$243K
EFS
565
Essex Financial Services
Connecticut
$242K -$57K -678 -20%
MIC
566
MU Investments Company
Japan
$238K
HI
567
Hudock Inc
Pennsylvania
$236K +$84 +1 +0%
EGA
568
Eagle Global Advisors
Texas
$234K -$5.04K -60 -2%
DADC
569
D.A. Davidson & Co
Montana
$234K +$168 +2 +0.1%
PP
570
Prudential plc
United Kingdom
$232K
GLI
571
Guardian Life Insurance
New York
$231K
CTC
572
Central Trust Company
Missouri
$230K +$25.2K +300 +13%
T
573
TradeWorx
New Jersey
$229K -$99K -1,178 -31%
SHA
574
Smith Hayes Advisers
Nebraska
$227K -$7.23K -86 -3%
P
575
Pitcairn
Pennsylvania
$219K -$6.22K -74 -3%

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.