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Prudential

143 hedge funds and large institutions have $938M invested in Prudential in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 140143 (+3)

3% more capital invested

Capital invested by funds: $907M → $938M (+$31.1M)

0% less ownership

Funds ownership: 0.81%0.81% (-0%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
62
Reduced
42
Closed
13
Calls
$542K
Puts
Net Calls
+$542K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$131M +$8.74M +196,152 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$103M +$36.6M +822,174 +56%
SI
3
Scout Investments
Missouri
$87.8M -$58.9M -1,322,676 -40%
MAA
4
Managed Account Advisors
New Jersey
$81.9M +$5.06M +113,499 +7%
Wells Fargo
5
Wells Fargo
California
$64M +$3.18M +71,271 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$40.4M -$2.32M -51,977 -5%
Invesco
7
Invesco
Georgia
$39M +$935K +20,981 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$34.8M +$251K +5,624 +0.7%
Northern Trust
9
Northern Trust
Illinois
$27.1M +$3.33M +74,785 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.7M +$54.5K +1,223 +0.2%
Bank of America
11
Bank of America
North Carolina
$24.1M -$3.52M -79,035 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$22.3M +$683K +15,330 +3%
PPA
13
Parametric Portfolio Associates
Washington
$18.9M +$1.31M +29,320 +7%
AG
14
Aperio Group
California
$15.4M +$843K +18,921 +6%
Goldman Sachs
15
Goldman Sachs
New York
$14.9M +$1.87M +41,857 +14%
CGT
16
Capital Guardian Trust
California
$13.8M +$8.55M +191,838 +165%
RJA
17
Raymond James & Associates
Florida
$11.3M +$1.78M +39,970 +19%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$11M -$9.68M -217,266 -47%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$10.9M +$3.59M +80,653 +50%
TWI
20
Thomas White International
Illinois
$9.8M +$2.82M +63,275 +41%
GCC
21
Guardian Capital (Canada)
Ontario, Canada
$9.75M +$29K +650 +0.3%
Comerica Bank
22
Comerica Bank
Texas
$8.96M +$4.54M +101,789 +104%
BTS
23
BB&T Securities
Virginia
$8.76M +$5.79K +130 +0.7%
UBS AM
24
UBS AM
Illinois
$8.53M -$707K -15,853 -8%
CAM
25
Capstone Asset Management
Texas
$7.34M +$3.14M +70,346 +75%

PUK Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2014, worth a combined $938M — up 3.4% from $907M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PUK positions and 13 closed out — a net gain of 4 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $36.6M. The largest seller was Scout Investments, cutting an estimated $58.9M.

  • 143 institutional investors held Prudential (PUK) as of Q4 2014, up from 140 in Q3 2014.
  • Funds reported $938M of Prudential stock for Q4 2014, up 3.4% quarter-over-quarter.
  • 17 funds opened new Prudential positions in Q4 2014 and 13 closed out, a net change of +4 holders.
  • The largest Prudential buyer in Q4 2014 was Fisher Asset Management, an estimated $36.6M added.
  • The largest Prudential seller in Q4 2014 was Scout Investments, an estimated $58.9M sold.

Based on aggregated 13F filings for Q4 2014.