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Prudential Financial

791 hedge funds and large institutions have $24.7B invested in Prudential Financial in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 303 increasing their positions, 280 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $22.8B → $24.7B (+$1.9B)

2% more funds holding

Funds holding: 773791 (+18)

8% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 280

1% more call options, than puts

Call options by funds: $349M | Put options by funds: $345M

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.67% less ownership

Funds ownership: 66.95%66.28% (-0.67%)

Holders
791
Holders Change
+18
Holders Change %
+2.33%
% of All Funds
20.75%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
88
Increased
303
Reduced
280
Closed
61
Calls
$349M
Puts
$345M
Net Calls
+$4.14M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
351
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.08M -$256K -3,101 -11%
ITIM
352
Indiana Trust & Investment Management
Indiana
$2.06M +$82.1K +993 +5%
NSEDCP
353
NJ State Employees Deferred Compensation Plan
New Jersey
$2.04M
Schroder Investment Management Group
354
Schroder Investment Management Group
United Kingdom
$2.02M +$929K +11,240 +83%
ClearBridge Investments
355
ClearBridge Investments
New York
$1.99M -$907K -10,968 -31%
DCM
356
Delta Capital Management
New Jersey
$1.99M +$413 +5 +0%
AWCI
357
Alpine Woods Capital Investors
New York
$1.98M +$488K +5,900 +32%
ANRIA
358
American National Registered Investment Advisor
Texas
$1.97M
RMAM
359
Raab & Moskowitz Asset Management
New Jersey
$1.97M +$1.16K +14 +0.1%
CFP
360
Cornerstone Financial Partners
North Carolina
$1.95M +$1.99M +24,033 New
MNBTD
361
Moody National Bank Trust Division
Texas
$1.93M
CEP
362
Chicago Equity Partners
Illinois
$1.93M -$3.96M -47,955 -67%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$1.89M -$32.1K -388 -2%
WAM
364
Wolverine Asset Management
Illinois
$1.88M -$1.88M -22,800 -50%
UR
365
USCA RIA
Texas
$1.88M +$1.41M +17,025 +283%
IP
366
Interval Partners
New York
$1.87M -$1.04M -12,596 -35%
D.E. Shaw & Co
367
D.E. Shaw & Co
New York
$1.87M -$3.5M -42,297 -65%
Mackenzie Financial
368
Mackenzie Financial
Ontario, Canada
$1.85M +$272K +3,294 +17%
B
369
BancorpSouth
Mississippi
$1.82M +$247K +2,991 +15%
QC
370
Quadrature Capital
United Kingdom
$1.79M +$1.82M +21,959 New
DnB Asset Management
371
DnB Asset Management
Norway
$1.78M -$2.86M -34,611 -61%
SLI
372
Sumitomo Life Insurance
Japan
$1.76M -$42.3K -512 -2%
UB
373
UMB Bank
Missouri
$1.76M -$116K -1,404 -6%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$1.7M +$1.61M +19,455 +1,321%
FFWA
375
FRG Family Wealth Advisors
Washington
$1.69M +$1.71M +20,725 New

PRU Hedge Fund Activity: Q4 2015 in Review

791 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2015, worth a combined $24.7B — up 8.3% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PRU positions and 61 closed out — a net gain of 27 holders — while 303 added to existing stakes and 280 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $132M. The largest seller was Citadel Advisors, exiting entirely with an estimated $161M sold.

  • 791 institutional investors held Prudential Financial (PRU) as of Q4 2015, up from 773 in Q3 2015.
  • Funds reported $24.7B of Prudential Financial stock for Q4 2015, up 8.3% quarter-over-quarter.
  • 88 funds opened new Prudential Financial positions in Q4 2015 and 61 closed out, a net change of +27 holders.
  • The largest Prudential Financial buyer in Q4 2015 was Royal Bank of Canada, an estimated $132M added.
  • The largest Prudential Financial seller in Q4 2015 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2015.