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Prudential
PUK

133 hedge funds and large institutions have $997M invested in Prudential in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,072% more call options, than puts

Call options by funds: $571K | Put options by funds: $18K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $835M → $997M (+$162M)

7% more funds holding

Funds holding: 124 → 133 (+9)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

0.01% less ownership

Funds ownership: 0.9% → 0.89% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
15
Calls
$571K
Puts
$18K
Net Calls
+$553K
Net Calls Change
+$373K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$17M
3
Lazard Asset Management
Lazard Asset Management
New York
+$4.04M
4
Bank of America
Bank of America
North Carolina
+$3.11M
5
CS
Credit Suisse
Switzerland
+$2.52M

Top Sellers

1
IG
ING Group
Netherlands
-$20.4M
2
RG
Renaissance Group
Kentucky
-$14.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.62M
4
PIA
Philadelphia International Advisors
Pennsylvania
-$7.19M
5
MAA
Managed Account Advisors
New Jersey
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
World Asset Management
Michigan
$4.01M -$1.07M -27,023 -23%
Comerica Bank
27
Comerica Bank
Texas
$3.91M -$507K -12,792 -13%
EA
28
Euclid Advisors
Connecticut
$3.9M -$632K -15,929 -15%
CAM
29
Capstone Asset Management
Texas
$3.83M +$40.1K +1,010 +1%
CS
30
Credit Suisse
Switzerland
$3.79M +$2.52M +63,553 +273%
William Blair & Company
31
William Blair & Company
Illinois
$3.69M -$1.27M -32,106 -28%
Morgan Stanley
32
Morgan Stanley
New York
$3.24M +$547K +13,798 +23%
RJA
33
Raymond James & Associates
Florida
$3.06M +$230K +5,805 +9%
CGT
34
Capital Guardian Trust
California
$2.64M +$1.03M +25,999 +76%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$2.56M +$241K +6,083 +12%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$2.48M +$34.7K +875 +2%
AssetMark Inc
37
AssetMark Inc
California
$2.37M +$2.15M +54,283 New
Pacer Advisors
38
Pacer Advisors
Pennsylvania
$2.22M +$1.97M +49,594 New
RFC
39
Regions Financial Corp
Alabama
$2.21M +$457K +11,528 +29%
HGI
40
Hansberger Global Investors
Florida
$1.94M -$256K -6,448 -13%
ACM
41
Ativo Capital Management
Illinois
$1.9M -$23.4K -589 -1%
GC
42
Guggenheim Capital
Illinois
$1.58M +$1.44M +36,227 New
EARNEST Partners
43
EARNEST Partners
Georgia
$1.48M +$1.35M +34,001 New
RG
44
Rathbones Group
United Kingdom
$1.3M -$85.4K -2,154 -7%
ACM
45
Apex Capital Management
Ohio
$1.21M +$532K +13,403 +94%
CIM
46
Calvert Investment Management
Maryland
$1.2M -$2.12M -53,526 -66%
CC
47
Courier Capital
New York
$1.17M -$16.3K -412 -2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$1.12M +$1.01M +25,430 +11,719%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.03M -$9.62M -242,543 -91%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$994K +$905K +22,813 New
1
2
3 4 5

PUK Hedge Fund Activity: Q4 2013 in Review

133 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2013, worth a combined $997M — up 19% from $835M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PUK positions and 15 closed out — a net gain of 11 holders — while 44 added to existing stakes and 44 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $18.8M. The largest seller was ING Group, exiting entirely with an estimated $20.4M sold.

  • 133 institutional investors held Prudential (PUK) as of Q4 2013, up from 124 in Q3 2013.
  • Funds reported $997M of Prudential stock for Q4 2013, up 19% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q4 2013 and 15 closed out, a net change of +11 holders.
  • The largest Prudential buyer in Q4 2013 was Fisher Asset Management, an estimated $18.8M added.
  • The largest Prudential seller in Q4 2013 was ING Group, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2013.