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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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

0.04% less ownership

Funds ownership: 0.86%0.82% (-0.04%)

1% less funds holding

Funds holding: 137136 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
54
Reduced
40
Closed
19
Calls
$601K
Puts
$87K
Net Calls
+$514K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Scout Investments
Missouri
$158M -$86.6M -1,952,101 -36%
Lazard Asset Management
2
Lazard Asset Management
New York
$155M +$8.81M +198,596 +6%
MAA
3
Managed Account Advisors
New Jersey
$76.5M +$9.1M +205,141 +14%
Fisher Asset Management
4
Fisher Asset Management
Washington
$66.6M +$789K +17,788 +1%
Wells Fargo
5
Wells Fargo
California
$62.8M +$5.59M +126,123 +10%
JP Morgan Chase
6
JP Morgan Chase
New York
$46.2M +$8.14M +183,599 +22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$35.2M -$3.59M -80,927 -9%
Invesco
8
Invesco
Georgia
$32.8M +$7.24M +163,206 +28%
Bank of America
9
Bank of America
North Carolina
$30.2M +$4.27M +96,314 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.6M +$597K +13,465 +2%
Northern Trust
11
Northern Trust
Illinois
$22.3M +$1.23M +27,686 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.5M -$753K -16,989 -3%
PPA
13
Parametric Portfolio Associates
Washington
$17M +$1.05M +23,692 +7%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$13.8M +$1.92M +43,229 +16%
Goldman Sachs
15
Goldman Sachs
New York
$11.5M +$726K +16,373 +7%
GCC
16
Guardian Capital (Canada)
Ontario, Canada
$11.4M -$1.07M -24,023 -9%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$11.3M -$186K -4,203 -2%
RJA
18
Raymond James & Associates
Florida
$9.8M +$2.53M +57,033 +35%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$9.01M -$6.23M -140,571 -41%
BTS
20
BB&T Securities
Virginia
$8.93M +$890K +20,061 New
UBS AM
21
UBS AM
Illinois
$8.92M +$699K +15,752 +9%
TWI
22
Thomas White International
Illinois
$7.47M -$503K -11,350 -6%
GC
23
Gratry & Company
Ohio
$6.92M +$5.42M +122,168 +367%
FWCM
24
Ferguson Wellman Capital Management
Oregon
$6.07M +$228K +5,135 +4%
MIP
25
Marietta Investment Partners
Wisconsin
$4.96M -$631K -14,229 -11%

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.