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Prudential Financial

773 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 315 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 261

1.25% more ownership

Funds ownership: 65.7%66.95% (+1.3%)

5% more call options, than puts

Call options by funds: $256M | Put options by funds: $243M

2% less funds holding

Funds holding: 791773 (-18)

12% less capital invested

Capital invested by funds: $25.9B → $22.8B (-$3.05B)

16% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 68

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
773
Holders Change
-18
Holders Change %
-2.28%
% of All Funds
21.58%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.5%
New
57
Increased
315
Reduced
261
Closed
68
Calls
$256M
Puts
$243M
Net Calls
+$12.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
226
Axa
France
$6.17M +$88.1K +1,050 +1%
OA
227
OFI Advisors
Pennsylvania
$6.15M +$205K +2,448 +3%
ST
228
Sentinel Trust
Texas
$6.15M +$397K +4,730 +6%
SGDR
229
SPX Gestao de Recursos
Brazil
$5.96M +$6.56M +78,210 New
BF
230
BOK Financial
Oklahoma
$5.88M -$13.1K -156 -0.2%
WB
231
WesBanco Bank
West Virginia
$5.88M -$199K -2,369 -3%
FWCM
232
Ferguson Wellman Capital Management
Oregon
$5.84M -$59.6K -710 -0.9%
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$5.81M +$41.4K +494 +0.7%
EGM
234
Engineers Gate Manager
New York
$5.67M +$4.54M +54,148 +268%
BA
235
Bridgewater Associates
Connecticut
$5.66M +$982K +11,700 +19%
Teacher Retirement System of Texas
236
Teacher Retirement System of Texas
Texas
$5.59M +$4.67M +55,603 +313%
WT
237
Whittier Trust
California
$5.58M -$30.6K -365 -0.5%
FCI
238
Financial Counselors Inc
Kansas
$5.56M +$570K +6,798 +10%
Janus Henderson Group
239
Janus Henderson Group
United Kingdom
$5.56M
MPM
240
Meritage Portfolio Management
Kansas
$5.54M +$19.2K +229 +0.3%
CCT
241
Country Club Trust
Missouri
$5.5M +$63.9K +762 +1%
CEP
242
Chicago Equity Partners
Illinois
$5.46M -$664K -7,910 -10%
LK
243
Lumbard & Kellner
New Hampshire
$5.46M +$147K +1,750 +3%
KeyBank National Association
244
KeyBank National Association
Ohio
$5.45M +$677K +8,064 +13%
CBOA
245
Commonwealth Bank of Australia
Australia
$5.41M +$18.4K +219 +0.3%
Envestnet Asset Management
246
Envestnet Asset Management
Illinois
$5.35M -$1.96M -23,324 -25%
TCM
247
TimesSquare Capital Management
New York
$5.23M -$2.83M -33,775 -33%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$5.18M +$1.18M +14,076 +26%
B
249
BP
United Kingdom
$5.18M
FWIA
250
Fort Washington Investment Advisors
Ohio
$5.17M +$5.69M +67,866 New

PRU Hedge Fund Activity: Q3 2015 in Review

773 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2015, worth a combined $22.8B — down 12% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PRU and 57 opened new positions — a net loss of 11 holders — while 261 trimmed existing stakes and 315 added.

The largest buyer was Ameriprise, adding an estimated $166M. The largest seller was Boston Partners, cutting an estimated $202M.

  • 773 institutional investors held Prudential Financial (PRU) as of Q3 2015, down from 791 in Q2 2015.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2015, down 12% quarter-over-quarter.
  • 57 funds opened new Prudential Financial positions in Q3 2015 and 68 closed out, a net change of -11 holders.
  • The largest Prudential Financial buyer in Q3 2015 was Ameriprise, an estimated $166M added.
  • The largest Prudential Financial seller in Q3 2015 was Boston Partners, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2015.