Prudential
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$9.1M |
| 2 |
Lazard Asset Management
New York
|
+$8.81M |
| 3 |
JP Morgan Chase
New York
|
+$8.14M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$7.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scout Investments
Kansas City,
Missouri
|
-$86.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.23M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.59M |
| 4 |
Jane Street
New York
|
-$2.8M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
151
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$6K | -156 | Closed |
|
|
EWM
152
Evercore Wealth Management
New York
| – | -$5K | -123 | Closed |
|
|
PAS
153
Partnervest Advisory Services
Santa Barbara,
California
| – | -$2K | -58 | Closed |
|
|
S
154
SignatureFD
Atlanta,
Georgia
| – | -$1K | -31 | Closed |
|
155
Barclays
London,
United Kingdom
| – | -$1K | -24 | Closed |
|
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.