Prudential Financial
741 hedge funds and large institutions have $23.7B invested in Prudential Financial in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 277 increasing their positions, 271 reducing their positions, and 78 closing their positions.
137% more call options, than puts
Call options by funds: $593M | Put options by funds: $251M
2% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 271
0.01% more ownership
Funds ownership: 65.35% → 65.35% (+0.01%)
5% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 78
2% less funds holding
Funds holding: 755 → 741 (-14)
11% less capital invested
Capital invested by funds: $26.8B → $23.7B (-$3.06B)
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$520M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$125M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$110M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$76.3M |
| 5 |
Morgan Stanley
New York
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$440M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$203M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$151M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$106M |
| 5 |
State Street
Boston,
Massachusetts
|
-$72.8M |
PRU Hedge Fund Activity: Q1 2015 in Review
741 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2015, worth a combined $23.7B — down 11% from $26.8B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of PRU and 74 opened new positions — a net loss of 4 holders — while 271 trimmed existing stakes and 277 added.
The largest buyer was Norges Bank, adding an estimated $520M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $440M sold.
- 741 institutional investors held Prudential Financial (PRU) as of Q1 2015, down from 755 in Q4 2014.
- Funds reported $23.7B of Prudential Financial stock for Q1 2015, down 11% quarter-over-quarter.
- 74 funds opened new Prudential Financial positions in Q1 2015 and 78 closed out, a net change of -4 holders.
- The largest Prudential Financial buyer in Q1 2015 was Norges Bank, an estimated $520M added.
- The largest Prudential Financial seller in Q1 2015 was Waddell & Reed Financial, an estimated $440M sold.
Based on aggregated 13F filings for Q1 2015.