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Prudential

163 hedge funds and large institutions have $1.15B invested in Prudential in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $667K | Put options by funds: $205K

114% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 35

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

4% more funds holding

Funds holding: 157163 (+6)

4% more capital invested

Capital invested by funds: $1.11B → $1.15B (+$38.8M)

0.05% more ownership

Funds ownership: 0.91%0.96% (+0.05%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
75
Reduced
35
Closed
10
Calls
$667K
Puts
$205K
Net Calls
+$462K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$163M +$10.7M +219,553 +7%
MAA
2
Managed Account Advisors
New Jersey
$134M +$14.6M +299,847 +12%
Fisher Asset Management
3
Fisher Asset Management
Washington
$103M -$503K -10,365 -0.5%
SI
4
Scout Investments
Missouri
$83.6M -$3.7M -76,091 -4%
Wells Fargo
5
Wells Fargo
California
$76M -$7.51M -154,611 -9%
Invesco
6
Invesco
Georgia
$38.3M +$2.09M +43,135 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.4M +$886K +18,249 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$35.5M -$9.5M -195,666 -21%
Northern Trust
9
Northern Trust
Illinois
$31.8M -$921K -18,974 -3%
PPA
10
Parametric Portfolio Associates
Washington
$30.6M +$5.63M +116,028 +22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.5M +$1.81M +37,335 +7%
EVM
12
Eaton Vance Management
Massachusetts
$26.4M +$15.1M +310,652 +124%
Bank of America
13
Bank of America
North Carolina
$25.3M +$1.51M +31,132 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.8M +$1.48M +30,455 +6%
RJA
15
Raymond James & Associates
Florida
$20M +$8.76M +180,415 +74%
AG
16
Aperio Group
California
$18.2M +$1.54M +31,799 +9%
Goldman Sachs
17
Goldman Sachs
New York
$17.8M +$949K +19,539 +5%
CGT
18
Capital Guardian Trust
California
$16.2M +$1.63M +33,472 +11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$12.9M +$1.01M +20,799 +8%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$12.4M +$679K +13,975 +6%
BHC
21
Bowen Hanes & Co
Florida
$11.7M +$12M +247,440 New
GCC
22
Guardian Capital (Canada)
Ontario, Canada
$11.5M +$1.54M +31,617 +15%
TWI
23
Thomas White International
Illinois
$10.7M +$218K +4,489 +2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$10.4M +$3.11K +64 +0%
Comerica Bank
25
Comerica Bank
Texas
$9.84M +$5.22M +107,484 +106%

PUK Hedge Fund Activity: Q2 2015 in Review

163 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2015, worth a combined $1.15B — up 3.5% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PUK positions and 10 closed out — a net gain of 10 holders — while 75 added to existing stakes and 35 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $15.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $13.7M.

  • 163 institutional investors held Prudential (PUK) as of Q2 2015, up from 157 in Q1 2015.
  • Funds reported $1.15B of Prudential stock for Q2 2015, up 3.5% quarter-over-quarter.
  • 20 funds opened new Prudential positions in Q2 2015 and 10 closed out, a net change of +10 holders.
  • The largest Prudential buyer in Q2 2015 was Eaton Vance Management, an estimated $15.1M added.
  • The largest Prudential seller in Q2 2015 was Manulife (Manufacturers Life Insurance), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2015.