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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
CBB
426
Citizens Business Bank
California
$1.08M
MFIMFI
427
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.08M -$356K -4,240 -23%
LIA
428
LS Investment Advisors
Michigan
$1.08M +$77.1K +919 +7%
NAM
429
NorthCoast Asset Management
Connecticut
$1.06M +$1.17M +13,951 New
MCM
430
Marathon Capital Management
Maryland
$1.06M +$292K +3,475 +33%
Schroder Investment Management Group
431
Schroder Investment Management Group
United Kingdom
$1.03M -$715K -8,519 -39%
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M +$31.8K +379 +3%
CIP
433
Cornerstone Investment Partners
Georgia
$1.01M -$163K -1,940 -13%
FUBT
434
First United Bank & Trust
Maryland
$999K +$6.71K +80 +0.6%
FFC
435
First Financial Corp
Indiana
$999K +$10.6K +126 +1%
NB
436
Norinchukin Bank
Japan
$979K +$15.9K +190 +2%
SA
437
Strategic Advisors
New York
$978K -$12.6K -150 -1%
VWM
438
Valley Wealth Managers
New Jersey
$977K +$1.08M +12,815 New
CWM
439
Concert Wealth Management
California
$976K +$24.2K +288 +2%
VAM
440
Verity Asset Management
North Carolina
$968K +$165K +1,967 +18%
CPIM
441
Columbia Partners Investment Management
Virginia
$965K +$640K +7,631 +151%
DADC
442
D.A. Davidson & Co
Montana
$961K +$474K +5,655 +81%
BBHC
443
Brown Brothers Harriman & Co
New York
$951K -$63.8K -760 -6%
FFA
444
First Foundation Advisors
California
$946K
AAM
445
Advisors Asset Management
Colorado
$945K +$125K +1,489 +14%
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$941K -$29.7K -354 -3%
SP
447
Sarasin & Partners
United Kingdom
$937K -$520K -6,200 -34%
MA
448
MUFG Americas
New York
$930K +$118K +1,411 +13%
RJT
449
Raymond James Trust
Florida
$927K -$64.7K -771 -6%
William Blair & Company
450
William Blair & Company
Illinois
$913K +$63.3K +754 +7%

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.