We are live on ! Find out more
PUK icon

Prudential
PUK

136 hedge funds and large institutions have $945M invested in Prudential in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

591% more call options, than puts

Call options by funds: $601K | Put options by funds: $87K

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

4% more capital invested

Capital invested by funds: $908M → $945M (+$37.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 0.86% → 0.82% (-0.04%)

1% less funds holding

Funds holding: 137 → 136 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
54
Reduced
40
Closed
19
Calls
$601K
Puts
$87K
Net Calls
+$514K
Net Calls Change
+$186K

Top Buyers

Rank Fund Capital Flow
1
MAA
Managed Account Advisors
New Jersey
+$9.1M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.81M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.14M
4
Invesco
Invesco
Georgia
+$7.24M
5
Wells Fargo
Wells Fargo
California
+$5.59M

Top Sellers

Rank Fund Capital Flow
1
SI
Scout Investments
Missouri
-$86.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.23M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.59M
4
Jane Street
Jane Street
New York
-$2.8M
5
MCM
McKinley Capital Management
Alaska
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGP
26
Foyston, Gordon, & Payne
Ontario, Canada
$4.67M +$28.5K +642 +0.6%
William Blair & Company
27
William Blair & Company
Illinois
$4.19M +$601K +13,561 +17%
CAM
28
Capstone Asset Management
Texas
$4.18M +$123K +2,784 +3%
CGT
29
Capital Guardian Trust
California
$4.16M +$572K +12,897 +16%
Morgan Stanley
30
Morgan Stanley
New York
$3.82M +$142K +3,193 +4%
Comerica Bank
31
Comerica Bank
Texas
$3.8M +$229K +5,168 +6%
SB
32
Suntrust Banks
Georgia
$3.42M +$3.41M +76,996 New
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$3.27M +$165K +3,711 +5%
WAM
34
World Asset Management
Michigan
$3.2M -$99.6K -2,245 -3%
RFC
35
Regions Financial Corp
Alabama
$3M +$422K +9,519 +16%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$2.42M -$103K -2,333 -4%
RCM
37
Riverhead Capital Management
Delaware
$2.3M – – –
Millennium Management
38
Millennium Management
New York
$2.01M +$1.58M +35,698 +377%
HGI
39
Hansberger Global Investors
Florida
$1.98M – – –
EARNEST Partners
40
EARNEST Partners
Georgia
$1.59M +$22.3K +503 +1%
CS
41
Credit Suisse
Switzerland
$1.54M -$1.53M -34,419 -50%
GC
42
Guggenheim Capital
Illinois
$1.53M -$161K -3,636 -10%
PI
43
Placemark Investments
Illinois
$1.49M +$186K +4,194 +14%
Citigroup
44
Citigroup
New York
$1.49M +$70K +1,579 +5%
CIBC Asset Management
45
CIBC Asset Management
Ontario, Canada
$1.22M -$105K -2,371 -8%
CC
46
Courier Capital
New York
$1.18M -$27.1K -612 -2%
RG
47
Rathbones Group
United Kingdom
$1.14M -$145K -3,268 -11%
WT
48
Wilmington Trust
Delaware
$1.14M +$1.13M +25,510 New
AssetMark Inc
49
AssetMark Inc
California
$1.13M -$1.18M -26,673 -51%
ACM
50
Apex Capital Management
Ohio
$1.13M +$122K +2,758 +12%
1
2
3 4 5

PUK Hedge Fund Activity: Q2 2014 in Review

136 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2014, worth a combined $945M — up 4.1% from $908M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PUK and 18 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 54 added.

The largest buyer was Managed Account Advisors, adding an estimated $9.1M. The largest seller was Scout Investments, cutting an estimated $86.6M.

  • 136 institutional investors held Prudential (PUK) as of Q2 2014, down from 137 in Q1 2014.
  • Funds reported $945M of Prudential stock for Q2 2014, up 4.1% quarter-over-quarter.
  • 18 funds opened new Prudential positions in Q2 2014 and 19 closed out, a net change of -1 holder.
  • The largest Prudential buyer in Q2 2014 was Managed Account Advisors, an estimated $9.1M added.
  • The largest Prudential seller in Q2 2014 was Scout Investments, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2014.