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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
LIA
126
LS Investment Advisors
Michigan
$31K
WT
127
Whittier Trust
California
$31K +$30.3K +638 New
CAW
128
Cornerstone Advisors (Washington)
Washington
$30K
TJHA
129
Thomas J. Herzfeld Advisors
Florida
$30K +$21.7K +456 +271%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$28K
CFG
131
CKW Financial Group
Hawaii
$25K
TWA
132
TCI Wealth Advisors
Arizona
$25K +$380 +8 +2%
ACS
133
Archford Capital Strategies
Illinois
$24.2K
FNBT
134
FineMark National Bank & Trust
Florida
$23K -$17.9K -376 -44%
TDC
135
Thompson Davis & Co
Virginia
$21K
Creative Planning
136
Creative Planning
Kansas
$19K -$11.8K -249 -39%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
MFBTD
138
MB Financial Bank - Trust Department
Illinois
$17K
CFA
139
Camarda Financial Advisors
Florida
$16K +$15.8K +333 New
FWM
140
Focused Wealth Management
New York
$15K
P
141
Palladiem
Pennsylvania
$13K
TRCT
142
Tower Research Capital (TRC)
New York
$12K -$285 -6 -2%
WA
143
WFG Advisors
Texas
$11K -$26.8K -564 -72%
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
MFS
145
MSI Financial Services
Massachusetts
$9K
KT
146
Kanaly Trust
Texas
$9K +$1.9K +40 +27%
S
147
SignatureFD
Georgia
$8K +$1.85K +39 +29%
WCM
148
Wealthcare Capital Management
Virginia
$8K +$8.13K +171 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$7K -$1.19K -25 -15%
MWAN
150
Mariner Wealth Advisors (NYC)
Kansas
$6K +$5.47K +115 New

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.