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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
ITIM
376
Indiana Trust & Investment Management
Indiana
$1.66M -$15.5K -185 -0.8%
SB
377
Suntrust Banks
Georgia
$1.65M +$1.28M +15,261 +237%
NJBEST
378
New Jersey Better Educational Savings Trust
New Jersey
$1.6M
RC
379
RegentAtlantic Capital
New Jersey
$1.57M +$197K +2,349 +13%
PP
380
Patten & Patten
Tennessee
$1.53M -$16.8K -200 -1%
IB
381
Intrust Bank
Kansas
$1.52M -$65.6K -782 -4%
GT
382
Glenmede Trust
Pennsylvania
$1.51M +$987K +11,768 +146%
CONA
383
Capital One National Association
New York
$1.49M -$7.47K -89 -0.5%
GAM
384
Gotham Asset Management
New York
$1.49M +$908K +10,826 +125%
Mackenzie Financial
385
Mackenzie Financial
Ontario, Canada
$1.49M +$38.1K +454 +2%
B
386
BancorpSouth
Mississippi
$1.48M +$88.4K +1,054 +6%
LAM
387
Lingohr Asset Management
Germany
$1.46M +$8.39K +100 +0.5%
Balyasny Asset Management
388
Balyasny Asset Management
Illinois
$1.46M -$3.29M -39,181 -67%
SW
389
SVB Wealth
Massachusetts
$1.45M -$78.7K -938 -5%
CIM
390
Cambria Investment Management
California
$1.44M +$1.59M +18,903 New
LTFS
391
Ladenburg Thalmann Financial Services
Florida
$1.42M -$146K -1,745 -9%
VKH
392
Virtu KCG Holdings
New York
$1.41M -$2.08M -24,785 -57%
AWCI
393
Alpine Woods Capital Investors
New York
$1.4M -$9.93M -118,400 -87%
IAM
394
ICM Asset Management
Washington
$1.38M +$1.52M +18,060 New
AHB
395
Abner Herrman & Brock
New Jersey
$1.37M +$72.6K +865 +5%
ACPU
396
Arrowgrass Capital Partners (US)
Delaware
$1.35M +$1.49M +17,769 New
UCFA
397
United Capital Financial Advisors
Texas
$1.35M +$88.9K +1,060 +6%
JMPWA
398
JP Morgan Private Wealth Advisors
California
$1.35M -$300K -3,581 -17%
OWD
399
Osborn Williams & Donohoe
Ohio
$1.34M +$199K +2,377 +16%
MERSOM
400
Municipal Employees' Retirement System of Michigan
Michigan
$1.33M +$47.8K +570 +3%

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.