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Prudential

133 hedge funds and large institutions have $997M invested in Prudential in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,072% more call options, than puts

Call options by funds: $571K | Put options by funds: $18K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $835M → $997M (+$162M)

7% more funds holding

Funds holding: 124133 (+9)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

0.01% less ownership

Funds ownership: 0.9%0.89% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
44
Reduced
44
Closed
15
Calls
$571K
Puts
$18K
Net Calls
+$553K
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Scout Investments
Missouri
$288M -$488K -12,293 -0.2%
Lazard Asset Management
2
Lazard Asset Management
New York
$130M +$4.04M +101,828 +4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$85.6M +$18.8M +473,749 +32%
MAA
4
Managed Account Advisors
New Jersey
$55.5M -$4.69M -118,318 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$47.9M +$17M +427,389 +64%
Wells Fargo
6
Wells Fargo
California
$47.4M +$1.72M +43,430 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$38.3M +$84.2K +2,123 +0.2%
Bank of America
8
Bank of America
North Carolina
$25.5M +$3.11M +78,467 +15%
Invesco
9
Invesco
Georgia
$25M -$1.22M -30,864 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23M +$2.47M +62,346 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.3M +$1.41M +35,611 +9%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$16.3M -$956K -24,111 -6%
GCC
13
Guardian Capital (Canada)
Ontario, Canada
$14.8M -$3.04M -76,690 -18%
Northern Trust
14
Northern Trust
Illinois
$14.4M +$1.51M +37,994 +13%
PPA
15
Parametric Portfolio Associates
Washington
$13.1M +$120K +3,031 +1%
PI
16
Placemark Investments
Illinois
$11.1M +$291K +7,336 +3%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$10.6M -$729K -18,369 -7%
Goldman Sachs
18
Goldman Sachs
New York
$9.3M +$892K +22,490 +12%
TWI
19
Thomas White International
Illinois
$7.85M +$210K +5,294 +3%
UBS AM
20
UBS AM
Illinois
$7.35M +$11.6K +292 +0.2%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$6M -$2.26K -57 -0%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$5.71M +$97.8K +2,465 +2%
MIP
23
Marietta Investment Partners
Wisconsin
$5.66M +$345K +8,708 +7%
FGP
24
Foyston, Gordon, & Payne
Ontario, Canada
$4.3M -$13.3K -335 -0.3%
MCM
25
McKinley Capital Management
Alaska
$4.11M +$2.08M +52,479 +126%

PUK Hedge Fund Activity: Q4 2013 in Review

133 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2013, worth a combined $997M — up 19% from $835M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PUK positions and 15 closed out — a net gain of 11 holders — while 44 added to existing stakes and 44 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $18.8M. The largest seller was ING Group, exiting entirely with an estimated $20.4M sold.

  • 133 institutional investors held Prudential (PUK) as of Q4 2013, up from 124 in Q3 2013.
  • Funds reported $997M of Prudential stock for Q4 2013, up 19% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q4 2013 and 15 closed out, a net change of +11 holders.
  • The largest Prudential buyer in Q4 2013 was Fisher Asset Management, an estimated $18.8M added.
  • The largest Prudential seller in Q4 2013 was ING Group, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2013.