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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.

New
Increased
Maintained
Reduced
Closed

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: 136141 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (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

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
45
Reduced
52
Closed
13
Calls
$539K
Puts
$245K
Net Calls
+$294K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Scout Investments
Missouri
$142M -$11.8M -259,821 -7%
Lazard Asset Management
2
Lazard Asset Management
New York
$118M -$34.6M -762,632 -22%
MAA
3
Managed Account Advisors
New Jersey
$74.1M -$110K -2,419 -0.1%
Fisher Asset Management
4
Fisher Asset Management
Washington
$63.8M -$844K -18,596 -1%
Wells Fargo
5
Wells Fargo
California
$58.6M -$2.45M -53,946 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$41.2M -$3.78M -83,365 -8%
Invesco
7
Invesco
Georgia
$36.7M +$5.1M +112,326 +15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$33.3M -$917K -20,209 -3%
Bank of America
9
Bank of America
North Carolina
$26.7M -$2.76M -60,778 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.7M -$175K -3,849 -0.7%
Northern Trust
11
Northern Trust
Illinois
$22.9M +$1.28M +28,281 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20.9M -$48.9K -1,077 -0.2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$20M +$6.92M +152,454 +49%
PPA
14
Parametric Portfolio Associates
Washington
$16.9M +$491K +10,816 +3%
AG
15
Aperio Group
California
$14.1M +$14.8M +326,014 New
Goldman Sachs
16
Goldman Sachs
New York
$12.6M +$1.47M +32,289 +12%
GCC
17
Guardian Capital (Canada)
Ontario, Canada
$9.37M -$1.75M -38,671 -15%
RJA
18
Raymond James & Associates
Florida
$9.19M -$337K -7,423 -3%
UBS AM
19
UBS AM
Illinois
$8.91M +$271K +5,964 +3%
Morgan Stanley
20
Morgan Stanley
New York
$8.57M +$5.11M +112,708 +131%
BTS
21
BB&T Securities
Virginia
$8.39M -$28.3K -623 -3%
Jane Street
22
Jane Street
New York
$7.58M +$7.97M +175,603 New
Natixis Advisors
23
Natixis Advisors
Massachusetts
$6.99M -$4.21M -92,874 -36%
TWI
24
Thomas White International
Illinois
$6.72M -$549K -12,101 -7%
Renaissance Technologies
25
Renaissance Technologies
New York
$6.66M +$7M +154,238 New

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.