We are live on ! Find out more
PUK icon

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
SAM
101
Symphony Asset Management
California
$200K
BFA
102
BlackRock Fund Advisors
California
$172K -$12.8K -283 -7%
FQ
103
First Quadrant
California
$163K
FCM
104
Forester Capital Management
Illinois
$153K
ST
105
Smithfield Trust
Pennsylvania
$98K -$156K -3,443 -60%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$86K -$8.89K -196 -9%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$81K -$151K -3,317 -64%
NFG
108
Next Financial Group
Texas
$73K +$77.2K +1,701 New
FMT
109
First Mercantile Trust
Tennessee
$57K
HR
110
Howe & Rusling
New York
$53K -$12.4K -273 -18%
BIM
111
BlackRock Investment Management
Delaware
$43K +$1.95K +43 +4%
FNBT
112
FineMark National Bank & Trust
Florida
$37K
Bessemer Group
113
Bessemer Group
New Jersey
$36K +$37.7K +830 New
WA
114
WFG Advisors
Texas
$33K -$9.35K -206 -21%
MFBTD
115
MB Financial Bank - Trust Department
Illinois
$32K +$16.4K +361 +100%
LIA
116
LS Investment Advisors
Michigan
$28K
WTB
117
Washington Trust Bank
Washington
$28K
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$25.1K
AIG
119
American International Group
New York
$24.6K -$7.31K -161 -22%
CAW
120
Cornerstone Advisors (Washington)
Washington
$24K
SA
121
SRH Advisors
Kansas
$23K +$1.23K +27 +5%
CFG
122
CKW Financial Group
Hawaii
$22K -$8.4K -185 -26%
TWA
123
TCI Wealth Advisors
Arizona
$22K -$5.13K -113 -18%
PTC
124
Private Trust Company
Ohio
$22K +$3.13K +69 +15%
ST
125
SpiderRock Trading
Illinois
$21K

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.