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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
LFR
601
Lehman Financial Resources
Pennsylvania
$10K
BC
602
Bartlett & Co
Ohio
$9K
GGPS
603
Gary Goldberg Planning Services
New York
$9K
RFA
604
Reilly Financial Advisors
California
$9K
FHA
605
First Horizon Advisors
Tennessee
$9K +$1.02K +13 +13%
RIA
606
Regal Investment Advisors
Michigan
$8K
WCM
607
Windsor Capital Management
Arizona
$8K
AssetMark Inc
608
AssetMark Inc
California
$8K +$7.84K +100 New
OSNBOA
609
Old Second National Bank of Aurora
Illinois
$8K +$7.84K +100 New
HFM
610
Hartford Financial Management
Connecticut
$7K
MA
611
MCF Advisors
Kentucky
$7K +$6.12K +78 New
HCM
612
Horrell Capital Management
Arkansas
$7K +$6.98K +89 New
QAM
613
QCI Asset Management
New York
$6K
SSB
614
Sandy Spring Bank
Maryland
$4K -$16.7K -213 -80%
Jones Financial Companies
615
Jones Financial Companies
Missouri
$4K
TIM
616
Tortoise Investment Management
New York
$4K +$4.16K +53 New
UB
617
UMB Bank
Missouri
$3.71K +$3.73M +47,578 New
AA
618
Apriem Advisors
California
$3K
LNB
619
Ledyard National Bank
$3K
PI
620
PineBridge Investments
New York
$3K
CP
621
Corbenic Partners
Pennsylvania
$2K
CGT
622
Capital Guardian Trust
California
$1K
DCM
623
Decade Capital Management
New York
-$42.7M -584,250 Closed
Millennium Management
624
Millennium Management
New York
-$40.1M -548,965 Closed
AIM
625
Assured Investment Management
New York
-$26.7M -365,333 Closed

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.