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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
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$196M +$7.55M +89,999 +4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$188M +$18.4M +218,947 +10%
Legal & General Group
28
Legal & General Group
United Kingdom
$157M +$5.67M +67,584 +3%
Wells Fargo
29
Wells Fargo
California
$154M +$28.1M +335,107 +20%
UBS AM
30
UBS AM
Illinois
$153M -$23.1M -275,164 -12%
CCM
31
Causeway Capital Management
California
$150M +$31.7M +377,474 +31%
Citadel Advisors
32
Citadel Advisors
Florida
$148M +$34.9M +415,566 +27%
BlackRock
33
BlackRock
New York
$121M +$26.8M +319,971 +25%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$119M -$45.9M -547,491 -26%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$115M +$102K +1,219 +0.1%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$111M
CNB
37
City National Bank
California
$110M +$5.74M +68,467 +5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$106M +$2.18M +26,029 +2%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$105M +$1.96M +23,367 +2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$103M -$3.03M -36,064 -3%
Boston Partners
41
Boston Partners
Massachusetts
$100M -$202M -2,404,219 -65%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$96.9M -$3.61M -43,000 -3%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$90.1M -$36.6M -435,941 -27%
Charles Schwab
44
Charles Schwab
California
$86.8M -$309K -3,678 -0.3%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$85.4M +$23M +273,982 +32%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$80.8M +$2.76M +32,836 +3%
MYLI
47
Meiji Yasuda Life Insurance
Japan
$78.6M +$515K +6,140 +0.6%
TA
48
Teachers Advisors
New York
$77.1M +$1.32M +15,683 +2%
UIM
49
USS Investment Management
United Kingdom
$74.4M
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$72.7M +$15.8M +187,883 +25%

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.