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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
DRZID
51
DePrince Race & Zollo Inc (DRZ)
Florida
$85.7M -$11.1M -141,100 -11%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$84.4M -$14M -179,129 -14%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$83.2M -$4.43M -56,432 -5%
AGA
54
Altrinsic Global Advisors
Connecticut
$80.2M -$21.6M -275,210 -21%
MYLI
55
Meiji Yasuda Life Insurance
Japan
$79.9M +$99.1K +1,263 +0.1%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$79.6M -$1.4M -17,890 -2%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$78.1M -$2.48M -31,610 -3%
CS
58
Credit Suisse
Switzerland
$78.1M -$6.05M -77,092 -7%
UIM
59
USS Investment Management
United Kingdom
$76.1M
AllianceBernstein
60
AllianceBernstein
Tennessee
$73.5M +$4.96M +63,220 +7%
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$73.1M +$11.2M +143,117 +18%
TA
62
Teachers Advisors
New York
$71.4M +$4.02M +51,240 +6%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$69.9M +$28.9M +367,837 +70%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$68M -$493K -6,283 -0.7%
RIM
65
RS Investment Management
California
$67.6M -$957K -12,200 -1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$65.1M +$2.02M +25,789 +3%
RFC
67
Regions Financial Corp
Alabama
$64.8M -$12.4M -158,518 -16%
PPA
68
Parametric Portfolio Associates
Washington
$64.7M -$2.42M -30,882 -4%
Wells Fargo
69
Wells Fargo
California
$64.7M -$10.4M -133,022 -14%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$64.5M -$4.11M -52,371 -6%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$64.1M -$442K -5,632 -0.7%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$63.3M -$2.18M -27,754 -3%
Cohen & Steers
73
Cohen & Steers
New York
$57.1M +$128K +1,630 +0.2%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$54.3M -$24.9M -317,769 -31%
GE
75
General Electric
Ohio
$54M +$705K +8,993 +1%

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.