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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
FAM
151
Fred Alger Management
New York
$15.7M +$11.3M +143,860 +252%
Comerica Bank
152
Comerica Bank
Texas
$15.1M -$386K -4,923 -2%
JHIU
153
Janus Henderson Investors US
Colorado
$15M +$5.4M +68,800 +55%
USAA
154
United Services Automobile Association
Texas
$15M +$2.51M +32,050 +20%
IRF
155
IBM Retirement Fund
New York
$15M -$2.2M -28,017 -13%
Aviva
156
Aviva
United Kingdom
$14.8M +$1.36M +17,364 +10%
SOMRS
157
State of Michigan Retirement System
Michigan
$14.8M -$7.84K -100 -0.1%
ECA
158
Endeavour Capital Advisors
Connecticut
$14.7M +$10.3M +131,382 +230%
AIMCA
159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.5M +$4.6M +58,600 +46%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$14.3M +$1.94M +24,763 +16%
VRS
161
Virginia Retirement Systems
Virginia
$14.1M -$1.39M -17,766 -9%
ANI
162
American National Insurance
Texas
$14M
EA
163
Euclid Advisors
Connecticut
$13.7M +$3.28M +41,801 +31%
WI
164
WBI Investments
New Jersey
$13.5M +$13.6M +173,258 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$13.4M -$251K -3,200 -2%
AIG
166
American International Group
New York
$13.4M +$61.8K +788 +0.5%
WSFS
167
Wilmington Savings Fund Society
Delaware
$13.1M -$23.2K -296 -0.2%
CA
168
Commerzbank Aktiengesellschaft
Germany
$13M -$1.75M -22,316 -12%
ERSOT
169
Employees Retirement System of Texas
Texas
$12.9M +$1.88M +24,000 +17%
Jacobs Levy Equity Management
170
Jacobs Levy Equity Management
New Jersey
$12.7M +$8.53M +108,710 +199%
TSU
171
TD Securities (USA)
New York
$12.4M +$24.8K +316 +0.2%
HNB
172
Huntington National Bank
Ohio
$12.4M +$186K +2,375 +2%
FG
173
FSI Group
Ohio
$12.2M +$3M +38,200 +32%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M -$416K -5,300 -3%
DILH
175
Dai-ichi Life Holdings
Japan
$11.9M -$279K -3,561 -2%

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.