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Prudential Financial

791 hedge funds and large institutions have $25.9B invested in Prudential Financial in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 288 increasing their positions, 277 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 37

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

59% more call options, than puts

Call options by funds: $429M | Put options by funds: $269M

9% more capital invested

Capital invested by funds: $23.7B → $25.9B (+$2.15B)

7% more funds holding

Funds holding: 741791 (+50)

4% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 277

0.35% more ownership

Funds ownership: 65.35%65.7% (+0.35%)

Holders
791
Holders Change
+50
Holders Change %
+6.75%
% of All Funds
21.31%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.62%
New
96
Increased
288
Reduced
277
Closed
37
Calls
$429M
Puts
$269M
Net Calls
+$160M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIC
476
Bedell Frazier Investment Counselling
California
$901K +$127K +1,500 +17%
SACTSONJ
477
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$891K
CIM
478
CIM Investment Management
Pennsylvania
$875K -$789K -9,302 -48%
CCM
479
Cutler Capital Management
Massachusetts
$875K
EMG
480
Ellington Management Group
Connecticut
$858K +$832K +9,800 New
FBNAT
481
FirstMerit Bank N.A. Trustee
Ohio
$857K -$64K -754 -7%
CI
482
Constellation Investments
Ohio
$849K +$8.49K +100 +1%
V
483
Veritable
Delaware
$845K -$500K -5,894 -38%
CANY
484
Caxton Associates (New York)
New York
$840K +$815K +9,600 New
IPC
485
Independent Portfolio Consultants
Florida
$838K +$55.4K +653 +7%
CB
486
Commerce Bank
Missouri
$837K -$3.39K -40 -0.4%
EOJOAM
487
E. Ohman J:or Asset Management
Sweden
$831K
AP
488
Advisor Partners
California
$811K +$147K +1,733 +22%
RMCM
489
Reynders McVeigh Capital Management
Massachusetts
$803K -$11.4K -134 -1%
BOH
490
Bank of Hawaii
Hawaii
$802K +$536K +6,318 +222%
WA
491
Wheatland Advisors
Pennsylvania
$785K -$17K -200 -2%
AIP
492
Ameritas Investment Partners
Nebraska
$761K
GAM
493
Gotham Asset Management
New York
$759K +$736K +8,675 New
GCC
494
Guardian Capital (Canada)
Ontario, Canada
$750K +$253K +2,984 +53%
BIM
495
Baldwin Investment Management
Pennsylvania
$729K +$14.8K +175 +2%
QI
496
Quotient Investors
New York
$726K
DY
497
Dowling & Yahnke
California
$718K +$61.9K +730 +10%
PAM
498
PartnerRe Asset Management
Connecticut
$716K -$122K -1,436 -15%
FAAS
499
First Allied Advisory Services
California
$709K +$19.3K +228 +3%
Bank of Nova Scotia
500
Bank of Nova Scotia
Ontario, Canada
$708K +$25.2K +297 +4%

PRU Hedge Fund Activity: Q2 2015 in Review

791 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2015, worth a combined $25.9B — up 9.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PRU positions and 37 closed out — a net gain of 59 holders — while 288 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $158M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 791 institutional investors held Prudential Financial (PRU) as of Q2 2015, up from 741 in Q1 2015.
  • Funds reported $25.9B of Prudential Financial stock for Q2 2015, up 9.1% quarter-over-quarter.
  • 96 funds opened new Prudential Financial positions in Q2 2015 and 37 closed out, a net change of +59 holders.
  • The largest Prudential Financial buyer in Q2 2015 was Morgan Stanley, an estimated $158M added.
  • The largest Prudential Financial seller in Q2 2015 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2015.