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Prudential

157 hedge funds and large institutions have $1.11B invested in Prudential in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $938M → $1.11B (+$169M)

10% more funds holding

Funds holding: 143157 (+14)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.1% more ownership

Funds ownership: 0.81%0.91% (+0.1%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
55
Reduced
51
Closed
11
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
26
Ferguson Wellman Capital Management
Oregon
$8.97M +$1.61M +33,970 +22%
CAM
27
Capstone Asset Management
Texas
$8.51M +$572K +12,032 +7%
BTS
28
BB&T Securities
Virginia
$8.42M -$102K -2,156 -11%
MIP
29
Marietta Investment Partners
Wisconsin
$5.61M -$266K -5,598 -5%
GC
30
Gratry & Company
Ohio
$5.5M +$5.4M +113,696 New
Comerica Bank
31
Comerica Bank
Texas
$4.9M -$4.69M -98,610 -49%
HGI
32
Hansberger Growth Investors
Wisconsin
$4.84M -$123K -2,597 -3%
William Blair & Company
33
William Blair & Company
Illinois
$4.75M -$540K -11,363 -10%
SB
34
Suntrust Banks
Georgia
$4.5M +$484K +10,186 +12%
RPA
35
Rock Point Advisors
Vermont
$4.13M -$93.9K -1,975 -2%
Morgan Stanley
36
Morgan Stanley
New York
$3.94M -$1.11M -23,348 -22%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$3.73M +$77.4K +1,628 +2%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$3.59M +$372K +7,836 +12%
Ameriprise
39
Ameriprise
Minnesota
$3.49M +$1.21M +25,417 +55%
WAM
40
World Asset Management
Michigan
$3.25M -$27K -568 -0.8%
EARNEST Partners
41
EARNEST Partners
Georgia
$3.22M +$1.53M +32,211 +94%
RFC
42
Regions Financial Corp
Alabama
$3.15M -$228K -4,796 -7%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$3.07M +$1.12M +23,623 +59%
M&T Bank
44
M&T Bank
New York
$2.7M +$542K +11,412 +26%
AssetMark Inc
45
AssetMark Inc
California
$2.62M -$483K -10,153 -16%
CIBC Asset Management
46
CIBC Asset Management
Ontario, Canada
$2.5M +$15.7K +330 +0.6%
RCM
47
Riverhead Capital Management
Delaware
$2.5M
Millennium Management
48
Millennium Management
New York
$2.14M +$1.81M +38,031 +622%
CCM
49
Coldstream Capital Management
Washington
$2.13M +$2.09M +43,969 New
MCM
50
McKinley Capital Management
Alaska
$2.11M -$33.9K -713 -2%

PUK Hedge Fund Activity: Q1 2015 in Review

157 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2015, worth a combined $1.11B — up 18% from $938M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PUK positions and 11 closed out — a net gain of 15 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $35.4M. The largest seller was Jane Street, exiting entirely with an estimated $6.46M sold.

  • 157 institutional investors held Prudential (PUK) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $1.11B of Prudential stock for Q1 2015, up 18% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q1 2015 and 11 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $35.4M added.
  • The largest Prudential seller in Q1 2015 was Jane Street, an estimated $6.46M sold.

Based on aggregated 13F filings for Q1 2015.