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Prudential Financial

791 hedge funds and large institutions have $25.9B invested in Prudential Financial in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 288 increasing their positions, 277 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 37

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

59% more call options, than puts

Call options by funds: $429M | Put options by funds: $269M

9% more capital invested

Capital invested by funds: $23.7B → $25.9B (+$2.15B)

7% more funds holding

Funds holding: 741791 (+50)

4% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 277

0.35% more ownership

Funds ownership: 65.35%65.7% (+0.35%)

Holders
791
Holders Change
+50
Holders Change %
+6.75%
% of All Funds
21.31%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.62%
New
96
Increased
288
Reduced
277
Closed
37
Calls
$429M
Puts
$269M
Net Calls
+$160M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$7.06M -$136K -1,600 -2%
Axa
227
Axa
France
$7M +$33.9K +400 +0.5%
CEP
228
Chicago Equity Partners
Illinois
$6.96M +$6.47M +76,255 +2,307%
WB
229
WesBanco Bank
West Virginia
$6.96M +$227K +2,674 +3%
CCM
230
Cadence Capital Management
Massachusetts
$6.94M +$510K +6,009 +8%
BMC
231
Benin Management Corp
Connecticut
$6.92M -$93.3K -1,100 -1%
OA
232
OFI Advisors
Pennsylvania
$6.85M -$312K -3,672 -4%
SCM
233
Sterling Capital Management
North Carolina
$6.83M +$5.67M +66,800 +596%
FWCM
234
Ferguson Wellman Capital Management
Oregon
$6.77M +$15.2K +179 +0.2%
BF
235
BOK Financial
Oklahoma
$6.77M +$190K +2,241 +3%
AAMU
236
Amundi Asset Management US
Massachusetts
$6.68M +$6.48M +76,353 New
ST
237
Sentinel Trust
Texas
$6.65M +$6.45M +75,965 New
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$6.62M -$144K -1,700 -2%
WG
239
Winton Group
United Kingdom
$6.51M -$17M -199,781 -73%
WT
240
Whittier Trust
California
$6.45M +$4.67K +55 +0.1%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$6.38M -$662K -7,805 -10%
PR
242
Payden & Rygel
California
$6.36M -$2.63M -31,000 -30%
MPM
243
Meritage Portfolio Management
Kansas
$6.35M -$17.5K -206 -0.3%
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$6.26M -$7.38K -87 -0.1%
CCT
245
Country Club Trust
Missouri
$6.25M +$10.2K +120 +0.2%
CBOA
246
Commonwealth Bank of Australia
Australia
$6.19M -$148K -1,739 -2%
LK
247
Lumbard & Kellner
New Hampshire
$6.12M +$80K +943 +1%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$5.96M +$231K +2,724 +4%
B
249
BP
United Kingdom
$5.95M
GG
250
Gofen & Glossberg
Illinois
$5.85M +$106K +1,252 +2%

PRU Hedge Fund Activity: Q2 2015 in Review

791 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2015, worth a combined $25.9B — up 9.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PRU positions and 37 closed out — a net gain of 59 holders — while 288 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $158M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 791 institutional investors held Prudential Financial (PRU) as of Q2 2015, up from 741 in Q1 2015.
  • Funds reported $25.9B of Prudential Financial stock for Q2 2015, up 9.1% quarter-over-quarter.
  • 96 funds opened new Prudential Financial positions in Q2 2015 and 37 closed out, a net change of +59 holders.
  • The largest Prudential Financial buyer in Q2 2015 was Morgan Stanley, an estimated $158M added.
  • The largest Prudential Financial seller in Q2 2015 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2015.