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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
BVDMP
401
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.31M
OC
402
Oarsman Capital
Wisconsin
$1.29M +$99.2K +1,182 +7%
BMCMI
403
Bryn Mawr Capital Management Inc
Pennsylvania
$1.28M -$264K -3,146 -16%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$1.34K -16 -0.1%
WTC
405
WhitTier Trust Company
Nevada
$1.26M -$6.96K -83 -0.5%
Daiwa Securities Group
406
Daiwa Securities Group
Japan
$1.25M -$411K -4,900 -23%
GF
407
Gerstein Fisher
New York
$1.23M -$31.2K -372 -2%
CC
408
ClearArc Capital
Ohio
$1.22M -$22.8K -272 -2%
RCM
409
Rotella Capital Management
Washington
$1.22M +$1.34M +16,000 New
IGIM
410
I.G. Investment Management
Manitoba, Canada
$1.21M
CT
411
Chicago Trust
Illinois
$1.21M +$142K +1,698 +12%
Cambridge Investment Research Advisors
412
Cambridge Investment Research Advisors
Iowa
$1.2M +$51.2K +610 +4%
AB
413
Amalgamated Bank
New York
$1.2M +$36.3K +433 +3%
OMCS
414
Old Mutual Customised Solutions
South Africa
$1.2M -$75.5K -900 -5%
NBC
415
Neuberger Berman Canada
Ontario, Canada
$1.19M +$1.31M +15,667 New
NIT
416
NumerixS Investment Technologies
British Columbia, Canada
$1.18M -$1.29M -15,419 -50%
MAM
417
Mizuho Asset Management
Japan
$1.15M +$25.2K +300 +2%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.15M +$24.5K +292 +2%
PWS
419
Peloton Wealth Strategists
Indiana
$1.13M +$16.8K +200 +1%
PLFAM
420
Pineno Levin & Ford Asset Management
Virginia
$1.12M +$50.3K +600 +4%
OFS
421
Orrstown Financial Services
Pennsylvania
$1.11M -$30.3K -361 -2%
MCM
422
Mork Capital Management
California
$1.11M +$302K +3,600 +33%
WA
423
WBH Advisory
Maryland
$1.11M +$21K +250 +2%
PAG
424
Private Advisor Group
New Jersey
$1.1M -$66.8K -796 -5%
Toronto Dominion Bank
425
Toronto Dominion Bank
Ontario, Canada
$1.09M +$156K +1,861 +15%

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.