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Prudential Financial

755 hedge funds and large institutions have $26.8B invested in Prudential Financial in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 280 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 55

50% more call options, than puts

Call options by funds: $565M | Put options by funds: $375M

3% more funds holding

Funds holding: 733755 (+22)

4% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 269

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$678M)

0.2% more ownership

Funds ownership: 65.14%65.35% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
755
Holders Change
+22
Holders Change %
+3%
% of All Funds
20.13%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
87
Increased
280
Reduced
269
Closed
55
Calls
$565M
Puts
$375M
Net Calls
+$189M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B +$60.1M +699,180 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.95B +$72.8M +847,744 +4%
State Street
3
State Street
Massachusetts
$1.85B +$14.3M +166,686 +0.8%
Norges Bank
4
Norges Bank
Norway
$1.25B +$303M +3,529,396 +34%
BIT
5
BlackRock Institutional Trust
California
$1.12B +$6.56M +76,308 +0.6%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$909M +$13.9M +162,057 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$640M -$277M -3,228,494 -31%
Morgan Stanley
8
Morgan Stanley
New York
$620M +$36.3M +422,666 +7%
BA
9
BlackRock Advisors
Delaware
$554M -$60.6M -704,940 -10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$538M +$1.05M +12,223 +0.2%
Northern Trust
11
Northern Trust
Illinois
$521M -$5.52M -64,232 -1%
Goldman Sachs
12
Goldman Sachs
New York
$514M +$57M +663,272 +13%
WRF
13
Waddell & Reed Financial
Kansas
$440M +$9.89M +115,170 +2%
BFA
14
BlackRock Fund Advisors
California
$439M +$33.2M +386,403 +9%
Boston Partners
15
Boston Partners
Massachusetts
$395M -$45.4M -528,148 -11%
BG
16
BlackRock Group
United Kingdom
$354M +$17.7M +206,587 +6%
TCIM
17
TIAA CREF Investment Management
New York
$353M +$13.9M +161,318 +4%
LSV Asset Management
18
LSV Asset Management
Illinois
$347M -$2.39M -27,800 -0.7%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$317M -$25.8M -299,811 -8%
Deutsche Bank
20
Deutsche Bank
Germany
$316M +$18M +209,277 +6%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$310M -$3.69M -42,944 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$308M +$9.18M +106,894 +3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$276M +$26.5M +308,081 +11%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$261M -$716K -8,334 -0.3%
BIM
25
BlackRock Investment Management
Delaware
$259M +$629K +7,324 +0.3%

PRU Hedge Fund Activity: Q4 2014 in Review

755 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2014, worth a combined $26.8B — up 2.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PRU positions and 55 closed out — a net gain of 32 holders — while 280 added to existing stakes and 269 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was JP Morgan Chase, cutting an estimated $277M.

  • 755 institutional investors held Prudential Financial (PRU) as of Q4 2014, up from 733 in Q3 2014.
  • Funds reported $26.8B of Prudential Financial stock for Q4 2014, up 2.6% quarter-over-quarter.
  • 87 funds opened new Prudential Financial positions in Q4 2014 and 55 closed out, a net change of +32 holders.
  • The largest Prudential Financial buyer in Q4 2014 was Norges Bank, an estimated $303M added.
  • The largest Prudential Financial seller in Q4 2014 was JP Morgan Chase, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2014.