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.
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: 136 → 141 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
+$14.8M |
| 2 |
Jane Street
New York
|
+$7.97M |
| 3 |
Renaissance Technologies
New York
|
+$7M |
| 4 |
Neuberger Berman Group
New York
|
+$6.92M |
| 5 |
Morgan Stanley
New York
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$34.6M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$11.8M |
| 3 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
-$4.67M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$4.21M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Group One Trading
Chicago,
Illinois
| – | -$15.2K | -335 | Closed |
|
|
BRWA
152
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$13.3K | -298 | Closed |
|
|
GAM
153
Gemmer Asset Management
Walnut Creek,
California
| – | -$2K | -46 | Closed |
|
|
HRIA
154
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$2K | -39 | Closed |
|
|
BBHC
155
Brown Brothers Harriman & Co
New York
| – | -$2K | -36 | Closed |
|
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.