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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$207M +$132M +1,591,461 +167%
TCIM
27
TIAA CREF Investment Management
New York
$207M -$64.2M -777,172 -23%
Allianz Asset Management
28
Allianz Asset Management
Germany
$198M -$3.27M -39,572 -2%
Wells Fargo
29
Wells Fargo
California
$177M +$12.1M +146,821 +7%
Legal & General Group
30
Legal & General Group
United Kingdom
$168M +$344K +4,165 +0.2%
CCM
31
Causeway Capital Management
California
$161M +$4.49M +54,269 +3%
UBS AM
32
UBS AM
Illinois
$145M -$19.6M -236,597 -12%
BlackRock
33
BlackRock
New York
$119M -$10.1M -122,600 -8%
American Century Companies
34
American Century Companies
Missouri
$118M +$86.7M +1,048,720 +258%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$113M -$1.47M -17,728 -1%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$112M +$623K +7,539 +0.5%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$109M -$9.26M -112,000 -8%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$107M -$3.39M -41,000 -3%
Boston Partners
39
Boston Partners
Massachusetts
$106M -$1.53M -18,564 -1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$103M -$984K -11,900 -0.9%
Charles Schwab
41
Charles Schwab
California
$102M +$9M +108,901 +10%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$98.9M -$28.9M -349,796 -22%
Viking Global Investors
43
Viking Global Investors
Connecticut
$98.8M +$100M +1,213,808 New
APG Asset Management
44
APG Asset Management
Netherlands
$96.8M +$21.2M +256,806 +28%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$88.2M +$1.93M +23,306 +2%
MYLI
46
Meiji Yasuda Life Insurance
Japan
$83.9M -$16.5K -200 -0%
Invesco
47
Invesco
Georgia
$83.1M +$14M +169,470 +20%
TA
48
Teachers Advisors
New York
$80.4M -$1.97M -23,838 -2%
CS
49
Credit Suisse
Switzerland
$78.9M +$2.64M +31,919 +3%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$78.6M -$17.9M -216,500 -18%

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.