We are live on ! Find out more
PRU icon

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
Norges Bank
1
Norges Bank
Norway
$2.11B +$1.07B +12,683,064 +114%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.04B +$38.2M +454,140 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.77B +$171M +2,039,161 +11%
State Street
4
State Street
Massachusetts
$1.74B +$5.2M +61,885 +0.3%
BIT
5
BlackRock Institutional Trust
California
$1.11B -$4.38M -52,147 -0.4%
JP Morgan Chase
6
JP Morgan Chase
New York
$896M +$191M +2,276,024 +29%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$823M -$71.3M -848,421 -8%
BA
8
BlackRock Advisors
Delaware
$753M -$86.3M -1,026,477 -11%
Northern Trust
9
Northern Trust
Illinois
$546M +$12.4M +147,173 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$514M +$5M +59,428 +1%
Goldman Sachs
11
Goldman Sachs
New York
$482M -$54.8M -652,076 -11%
Morgan Stanley
12
Morgan Stanley
New York
$453M +$295M +3,512,034 +220%
IIS
13
Ignis Investment Services
United Kingdom
$432M
WRF
14
Waddell & Reed Financial
Kansas
$419M -$4.45M -52,930 -1%
BFA
15
BlackRock Fund Advisors
California
$394M -$3.26M -38,774 -0.9%
Ameriprise
16
Ameriprise
Minnesota
$391M -$192M -2,279,690 -34%
Boston Partners
17
Boston Partners
Massachusetts
$370M +$211M +2,514,430 +152%
LSV Asset Management
18
LSV Asset Management
Illinois
$340M -$2.45M -29,120 -0.8%
BG
19
BlackRock Group
United Kingdom
$331M -$5.01M -59,538 -2%
TCIM
20
TIAA CREF Investment Management
New York
$330M +$66.8M +794,908 +27%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$299M -$32.1M -382,114 -10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$297M +$257K +3,051 +0.1%
BIM
23
BlackRock Investment Management
Delaware
$285M -$9.18M -109,130 -3%
UBS AM
24
UBS AM
Illinois
$285M +$22.3M +265,322 +9%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$283M -$32.7M -388,881 -11%

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.