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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
CCM
451
Cutler Capital Management
Massachusetts
$895K +$82.7K +1,000 +10%
CI
452
Conning Inc
Connecticut
$877K -$52.1K -630 -6%
DY
453
Dowling & Yahnke
California
$877K +$77.4K +936 +10%
SBIA
454
Sheaff Brock Investment Advisors
Indiana
$875K +$888K +10,745 New
EGM
455
Engineers Gate Manager
New York
$854K -$5.28M -63,866 -86%
Daiwa Securities Group
456
Daiwa Securities Group
Japan
$847K -$496K -6,000 -37%
NAMP
457
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$847K
SACTSONJ
458
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$829K
Creative Planning
459
Creative Planning
Kansas
$827K +$168K +2,032 +25%
PG
460
Patten Group
Tennessee
$815K -$57.9K -700 -7%
CIM
461
CIM Investment Management
Pennsylvania
$814K
CC
462
Coastland Capital
California
$806K -$1.86M -22,500 -69%
CAL
463
Capital Analysts LLC
Pennsylvania
$802K +$815K +9,856 New
CI
464
Constellation Investments
Ohio
$798K +$8.27K +100 +1%
V
465
Veritable
Delaware
$795K +$1.16K +14 +0.1%
SEI Investments
466
SEI Investments
Pennsylvania
$795K +$446K +5,397 +124%
Cetera Investment Advisers
467
Cetera Investment Advisers
Illinois
$787K +$796K +9,632 New
CPO
468
Cerity Partners OCIO
New York
$773K +$785K +9,490 New
EIP
469
Epoch Investment Partners
New York
$770K -$15.2K -184 -2%
SM
470
Sciencast Management
New Jersey
$765K +$777K +9,400 New
YP
471
Yellowstone Partners
Idaho
$750K +$143K +1,734 +23%
WA
472
Wheatland Advisors
Pennsylvania
$739K
RMCM
473
Reynders McVeigh Capital Management
Massachusetts
$722K +$16.5K +200 +2%
FBNAT
474
FirstMerit Bank N.A. Trustee
Ohio
$715K -$52.4K -634 -7%
FAAS
475
First Allied Advisory Services
California
$686K +$29.3K +355 +4%

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.