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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
CI
476
Constellation Investments
Ohio
$739K
EIP
477
Epoch Investment Partners
New York
$735K -$615K -7,335 -43%
FBNAT
478
FirstMerit Bank N.A. Trustee
Ohio
$717K -$31.7K -378 -4%
AH
479
Achievement Holdings
Illinois
$716K -$336K -4,000 -30%
BOH
480
Bank of Hawaii
Hawaii
$709K +$12.3K +146 +2%
GCC
481
Guardian Capital (Canada)
Ontario, Canada
$709K +$61.4K +732 +9%
WA
482
Wheatland Advisors
Pennsylvania
$692K +$8.39K +100 +1%
ONB
483
Old National Bancorp
Indiana
$684K -$307K -3,655 -29%
LH
484
Lebenthal Holdings
New York
$671K +$375K +4,469 +103%
CS
485
Candriam SCA
Luxembourg
$669K +$736K +8,777 New
AIP
486
Ameritas Investment Partners
Nebraska
$663K
RMCM
487
Reynders McVeigh Capital Management
Massachusetts
$661K -$41.9K -499 -5%
Bank of Nova Scotia
488
Bank of Nova Scotia
Ontario, Canada
$640K +$26K +310 +4%
MFS
489
MSI Financial Services
Massachusetts
$639K +$118K +1,405 +20%
BIM
490
Baldwin Investment Management
Pennsylvania
$634K
PP
491
Paloma Partners
Connecticut
$632K +$24.9K +297 +4%
EOJOAM
492
E. Ohman J:or Asset Management
Sweden
$625K -$109K -1,300 -14%
PAM
493
PartnerRe Asset Management
Connecticut
$622K -$1.76K -21 -0.3%
FAAS
494
First Allied Advisory Services
California
$620K -$755 -9 -0.1%
Creative Planning
495
Creative Planning
Kansas
$619K +$682K +8,126 New
ICAS
496
Investors Capital Advisory Services
Massachusetts
$588K +$169K +2,015 +35%
QI
497
QS Investors
New York
$579K -$13.7M -163,800 -96%
CG
498
Clinton Group
New York
$576K -$1.82M -21,744 -74%
YP
499
Yellowstone Partners
Idaho
$570K +$250K +2,981 +66%
Truist Financial
500
Truist Financial
North Carolina
$567K +$237K +2,825 +61%

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.