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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
MDSL
76
M.D. Sass LLC
New York
$60.3M +$625K +7,430 +1%
NAM
77
NorthCoast Asset Management
Connecticut
$59.1M +$55.9M +665,263 New
APG Asset Management
78
APG Asset Management
Netherlands
$57.9M +$5.59M +66,432 +11%
Sanders Capital
79
Sanders Capital
Florida
$57.6M
Nordea Investment Management
80
Nordea Investment Management
Sweden
$57.4M +$384K +4,563 +0.7%
AAM
81
Aberdeen Asset Management
United Kingdom
$56.3M +$49.2M +585,324 +1,200%
MTB
82
Mizuho Trust & Banking
Japan
$54.5M -$774K -9,208 -1%
AQR Capital Management
83
AQR Capital Management
Connecticut
$51.8M -$3.72M -44,200 -7%
Franklin Resources
84
Franklin Resources
California
$51.1M -$3.66M -43,520 -7%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$51M -$837K -9,950 -2%
GC
86
Guggenheim Capital
Illinois
$49.5M +$5.57M +66,201 +13%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$49.4M +$588K +6,994 +1%
RFC
88
Russell Frank Company
Washington
$47.4M -$6.65M -79,053 -13%
N
89
Natixis
France
$46.6M +$35.1K +417 +0.1%
BJ
90
BlackRock Japan
Japan
$45.7M -$5.93M -70,562 -12%
Barclays
91
Barclays
United Kingdom
$44.8M -$9.67M -115,026 -18%
CC
92
Carlson Capital
Texas
$44.3M +$42M +498,955 New
Prudential Financial
93
Prudential Financial
New Jersey
$44.1M +$3.58M +42,599 +9%
SO
94
STRS Ohio
Ohio
$41.9M -$4.05M -48,135 -9%
Swiss National Bank
95
Swiss National Bank
Switzerland
$41.6M +$1.86M +22,100 +5%
Canada Life
96
Canada Life
Manitoba, Canada
$41.1M +$884K +10,511 +2%
US Bancorp
97
US Bancorp
Minnesota
$41.1M +$219K +2,604 +0.6%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$40.7M +$38.5M +458,198 New
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$40.7M +$25.1M +298,277 +187%
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.2M -$1.1M -13,100 -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.