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Prudential

141 hedge funds and large institutions have $907M invested in Prudential in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $539K | Put options by funds: $245K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

4% more funds holding

Funds holding: 136141 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.82%0.81% (-0.01%)

4% less capital invested

Capital invested by funds: $945M → $907M (-$38.5M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
45
Reduced
52
Closed
13
Calls
$539K
Puts
$245K
Net Calls
+$294K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FDx Advisors
Illinois
$1.21M +$221K +4,865 +21%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$1.16M +$294K +6,489 +32%
Stifel Financial
53
Stifel Financial
Missouri
$1.13M +$955K +21,035 +410%
RG
54
Rathbones Group
United Kingdom
$1.13M +$18.7K +412 +2%
CC
55
Courier Capital
New York
$1.12M -$18.7K -413 -2%
ACM
56
Apex Capital Management
Ohio
$1.1M
AssetMark Inc
57
AssetMark Inc
California
$1.06M -$40.5K -893 -4%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$1M -$98.3K -2,165 -15%
PA
59
Pinnacle Associates
New York
$925K -$2.81K -62 -0.3%
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$844K +$60.9K +1,342 +7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$834K -$70.2K -1,546 -7%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$824K -$8.12K -179 -0.9%
US Bancorp
63
US Bancorp
Minnesota
$795K -$10.4K -230 -1%
LPL Financial
64
LPL Financial
California
$710K +$500K +11,010 +194%
CS
65
Credential Securities
$701K -$135K -2,984 -16%
U
66
UBS
Switzerland
$680K -$65.3K -1,439 -8%
First Trust Advisors
67
First Trust Advisors
Illinois
$678K +$76.2K +1,678 +12%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$673K -$1.77M -38,915 -71%
RHBC
69
R.H. Bluestein & Co
Michigan
$668K
JMH
70
J.M. Hartwell
New York
$645K
TD Asset Management
71
TD Asset Management
Ontario, Canada
$631K +$255K +5,623 +62%
1GA
72
1st Global Advisors
Texas
$587K +$617K +13,587 New
SCM
73
Stevens Capital Management
Pennsylvania
$567K +$32.6K +719 +6%
CIM
74
Calvert Investment Management
Maryland
$559K -$548K -12,075 -48%
Ameriprise
75
Ameriprise
Minnesota
$556K +$108K +2,390 +23%

PUK Hedge Fund Activity: Q3 2014 in Review

141 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2014, worth a combined $907M — down 4.1% from $945M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PUK positions and 13 closed out — a net gain of 8 holders — while 45 added to existing stakes and 52 trimmed.

The largest buyer was Aperio Group, opening a new position worth an estimated $14.8M. The largest seller was Lazard Asset Management, cutting an estimated $34.6M.

  • 141 institutional investors held Prudential (PUK) as of Q3 2014, up from 136 in Q2 2014.
  • Funds reported $907M of Prudential stock for Q3 2014, down 4.1% quarter-over-quarter.
  • 21 funds opened new Prudential positions in Q3 2014 and 13 closed out, a net change of +8 holders.
  • The largest Prudential buyer in Q3 2014 was Aperio Group, an estimated $14.8M added.
  • The largest Prudential seller in Q3 2014 was Lazard Asset Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2014.