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Prudential

157 hedge funds and large institutions have $1.11B invested in Prudential in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $938M → $1.11B (+$169M)

10% more funds holding

Funds holding: 143157 (+14)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0.1% more ownership

Funds ownership: 0.81%0.91% (+0.1%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
55
Reduced
51
Closed
11
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$157M +$14.7M +309,679 +11%
MAA
2
Managed Account Advisors
New Jersey
$123M +$34.2M +719,322 +39%
Fisher Asset Management
3
Fisher Asset Management
Washington
$106M -$4.73M -99,425 -4%
SI
4
Scout Investments
Missouri
$89.6M -$5.2M -109,440 -6%
Wells Fargo
5
Wells Fargo
California
$85.5M +$16.1M +339,194 +24%
JP Morgan Chase
6
JP Morgan Chase
New York
$46M +$2.28M +47,878 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.6M -$12.9K -272 -0%
Invesco
8
Invesco
Georgia
$37.3M -$4.8M -100,976 -12%
Northern Trust
9
Northern Trust
Illinois
$33.6M +$4.26M +89,683 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.5M -$198K -4,164 -0.8%
PPA
11
Parametric Portfolio Associates
Washington
$25.8M +$5.29M +111,299 +26%
Bank of America
12
Bank of America
North Carolina
$24.5M -$1.55M -32,688 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24M -$109K -2,297 -0.5%
Goldman Sachs
14
Goldman Sachs
New York
$17.3M +$1.21M +25,385 +8%
AG
15
Aperio Group
California
$17.2M +$479K +10,077 +3%
CGT
16
Capital Guardian Trust
California
$15.1M +$169K +3,548 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.3M +$11.5M +241,783 +1,968%
EVM
18
Eaton Vance Management
Massachusetts
$12.1M +$11.9M +250,241 New
Natixis Advisors
19
Natixis Advisors
Massachusetts
$12M +$293K +6,164 +3%
RJA
20
Raymond James & Associates
Florida
$11.9M -$369K -7,761 -3%
TWI
21
Thomas White International
Illinois
$10.7M +$139K +2,934 +1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$10.6M -$1.25M -26,228 -11%
GCC
23
Guardian Capital (Canada)
Ontario, Canada
$10.3M -$197K -4,143 -2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$9.79M +$7.62M +160,421 +383%
UBS AM
25
UBS AM
Illinois
$9.13M -$86.7K -1,824 -1%

PUK Hedge Fund Activity: Q1 2015 in Review

157 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2015, worth a combined $1.11B — up 18% from $938M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PUK positions and 11 closed out — a net gain of 15 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $35.4M. The largest seller was Jane Street, exiting entirely with an estimated $6.46M sold.

  • 157 institutional investors held Prudential (PUK) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $1.11B of Prudential stock for Q1 2015, up 18% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q1 2015 and 11 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $35.4M added.
  • The largest Prudential seller in Q1 2015 was Jane Street, an estimated $6.46M sold.

Based on aggregated 13F filings for Q1 2015.