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Prudential Financial

766 hedge funds and large institutions have $20.3B invested in Prudential Financial in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 287 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $395M | Put options by funds: $255M

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

1% more funds holding

Funds holding: 758766 (+8)

2% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 287

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

2% less capital invested

Capital invested by funds: $20.8B → $20.3B (-$466M)

2.94% less ownership

Funds ownership: 67.41%64.47% (-2.9%)

Holders
766
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
20.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
67
Increased
293
Reduced
287
Closed
52
Calls
$395M
Puts
$255M
Net Calls
+$140M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
226
WesBanco Bank
West Virginia
$5.22M -$1.82M -24,107 -25%
LK
227
Lumbard & Kellner
New Hampshire
$5.19M -$102K -1,355 -2%
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.13M -$181K -2,400 -3%
RC
229
RegentAtlantic Capital
New Jersey
$5.08M +$1.71M +22,612 +47%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$5.06M -$698K -9,247 -12%
MPM
231
Meritage Portfolio Management
Kansas
$4.99M -$95.8K -1,269 -2%
RFWA
232
RPg Family Wealth Advisory
Massachusetts
$4.98M +$2.62M +34,753 +99%
GIM
233
Goelzer Investment Management
Indiana
$4.93M -$76.2K -1,010 -1%
KeyBank National Association
234
KeyBank National Association
Ohio
$4.92M +$3.1K +41 +0.1%
FWIA
235
Fort Washington Investment Advisors
Ohio
$4.84M
DCM
236
Dupont Capital Management
Delaware
$4.8M -$657K -8,709 -11%
CG
237
Clinton Group
New York
$4.8M +$3.58M +47,385 +238%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$4.75M +$105K +1,395 +2%
Nomura Asset Management
239
Nomura Asset Management
Japan
$4.74M -$22.6K -300 -0.4%
PA
240
Pinnacle Associates
New York
$4.73M +$23.6K +312 +0.5%
AAF
241
Andra AP-fonden
Sweden
$4.62M +$204K +2,700 +4%
FCI
242
Financial Counselors Inc
Kansas
$4.5M +$229K +3,039 +5%
GH
243
GAM Holding
Switzerland
$4.44M -$1.6M -21,228 -25%
HighTower Advisors
244
HighTower Advisors
Illinois
$4.44M +$151K +1,999 +3%
IRF
245
IBM Retirement Fund
New York
$4.27M -$68K -901 -2%
MSA
246
Mason Street Advisors
Wisconsin
$4.25M +$9.59K +127 +0.2%
HAI
247
Hennessy Advisors Inc
California
$4.25M +$377K +5,000 +9%
BTS
248
BB&T Securities
Virginia
$4.24M +$58.6K +776 +1%
TCM
249
Twin Capital Management
Pennsylvania
$4.24M +$283K +3,750 +7%
CIBC World Market
250
CIBC World Market
Ontario, Canada
$4.24M +$139K +1,842 +3%

PRU Hedge Fund Activity: Q2 2016 in Review

766 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2016, worth a combined $20.3B — down 2.2% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PRU positions and 52 closed out — a net gain of 15 holders — while 293 added to existing stakes and 287 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $92M. The largest seller was Royal London Asset Management, cutting an estimated $587M.

  • 766 institutional investors held Prudential Financial (PRU) as of Q2 2016, up from 758 in Q1 2016.
  • Funds reported $20.3B of Prudential Financial stock for Q2 2016, down 2.2% quarter-over-quarter.
  • 67 funds opened new Prudential Financial positions in Q2 2016 and 52 closed out, a net change of +15 holders.
  • The largest Prudential Financial buyer in Q2 2016 was VOYA Investment Management, an estimated $92M added.
  • The largest Prudential Financial seller in Q2 2016 was Royal London Asset Management, an estimated $587M sold.

Based on aggregated 13F filings for Q2 2016.