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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
FM
351
Foster & Motley
Ohio
$2.21M +$508K +6,056 +26%
COPPSERS
352
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.21M -$1.84M -21,892 -43%
PFPT
353
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.2M +$181K +2,160 +8%
TAF
354
Tredje AP-fonden
Sweden
$2.16M -$255K -3,037 -10%
RIM
355
Regent Investment Management
Kentucky
$2.15M +$223K +2,660 +10%
O
356
OppenheimerFunds
New York
$2.13M +$609K +7,260 +35%
OC
357
Oppenheimer & Co
New York
$2.11M +$310K +3,694 +15%
LMGAM
358
Liberty Mutual Group Asset Management
Massachusetts
$2.09M -$26.5K -316 -1%
FMBTD
359
First Midwest Bank Trust Division
Illinois
$2.08M +$2.29M +27,297 New
WTB
360
Washington Trust Bank
Washington
$2.06M +$112K +1,339 +5%
DVM
361
Dreman Value Management
Florida
$2.05M +$189K +2,258 +9%
ACM
362
Advisors Capital Management
New Jersey
$2.03M +$185K +2,200 +9%
MCC
363
Mid Continent Capital
Illinois
$2.02M -$50.3K -600 -2%
AAIM
364
American Assets Investment Management
California
$1.98M
NSEDCP
365
NJ State Employees Deferred Compensation Plan
New Jersey
$1.91M
DCM
366
Delta Capital Management
New Jersey
$1.86M -$9.65K -115 -0.5%
FFBTD
367
First Financial Bank - Trust Division
Ohio
$1.86M +$48.5K +578 +2%
FAT
368
First American Trust
California
$1.86M -$84 -1 -0%
ANRIA
369
American National Registered Investment Advisor
Texas
$1.85M
RMAM
370
Raab & Moskowitz Asset Management
New Jersey
$1.85M -$23.9K -285 -1%
MNBTD
371
Moody National Bank Trust Division
Texas
$1.81M -$29.4K -350 -1%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$1.8M -$3.52K -42 -0.2%
UB
373
UMB Bank
Missouri
$1.75M -$280K -3,338 -13%
EAM
374
EULAV Asset Management
Florida
$1.75M -$772K -9,200 -29%
SLI
375
Sumitomo Life Insurance
Japan
$1.69M -$47.3K -564 -2%

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.