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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
CF
451
CenterStar Fund
Illinois
$900K
HA
452
Hamel Associates
New Jersey
$894K -$327K -3,900 -25%
LMAM
453
Legg Mason Asset Management
Japan
$892K -$50.3K -600 -5%
SNBOSCI
454
Security National Bank of Sioux City Iowa
Iowa
$892K -$5.45K -65 -0.6%
GCA
455
Gideon Capital Advisors
New York
$873K -$2.03M -24,138 -68%
HCA
456
Harbour Capital Advisors
Virginia
$870K
CI
457
Conning Inc
Connecticut
$869K -$102K -1,220 -10%
SC
458
Scotia Capital
Ontario, Canada
$866K -$367K -4,380 -28%
SLG
459
Stanley-Laman Group
Pennsylvania
$859K
GCP
460
GSA Capital Partners
United Kingdom
$858K +$433K +5,165 +85%
AT
461
Arden Trust
Delaware
$856K +$167K +1,989 +22%
PG
462
Patten Group
Tennessee
$817K -$16.8K -200 -2%
CB
463
Commerce Bank
Missouri
$802K +$81.5K +971 +10%
ECM
464
Everence Capital Management
Indiana
$796K
NAMP
465
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$793K
IPC
466
Independent Portfolio Consultants
Florida
$791K +$67.5K +805 +8%
Capstone Investment Advisors
467
Capstone Investment Advisors
New York
$784K +$864K +10,300 New
SACTSONJ
468
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$776K
CIM
469
CIM Investment Management
Pennsylvania
$762K
CCM
470
Cutler Capital Management
Massachusetts
$762K
ID
471
Integral Derivatives
New York
$752K +$210K +2,504 +34%
DY
472
Dowling & Yahnke
California
$750K +$137K +1,634 +20%
PA
473
Profund Advisors
Maryland
$749K -$418K -4,983 -34%
V
474
Veritable
Delaware
$743K +$8.14K +97 +1%
BRWA
475
B. Riley Wealth Advisors
Florida
$739K -$77.2K -920 -9%

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.