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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
Bank of Nova Scotia
476
Bank of Nova Scotia
Ontario, Canada
$682K -$2.48K -30 -0.4%
SLAM
477
Swiss Life Asset Management
$675K +$170K +2,054 +33%
ICAS
478
Investors Capital Advisory Services
Massachusetts
$668K +$39.3K +475 +6%
EOJOAM
479
E. Ohman J:or Asset Management
Sweden
$668K
BIM
480
Baldwin Investment Management
Pennsylvania
$667K -$11K -133 -2%
CBTWT
481
Community Bank & Trust (Waco, Texas)
Texas
$665K +$675K +8,170 New
LH
482
Lebenthal Holdings
New York
$662K -$54.9K -664 -8%
FFBTD
483
First Financial Bank - Trust Division
Ohio
$658K -$1.35M -16,332 -67%
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$645K +$655K +7,928 New
GCC
485
Guardian Capital (Canada)
Ontario, Canada
$633K -$126K -1,522 -16%
NB
486
Norinchukin Bank
Japan
$629K -$424K -5,125 -40%
MA
487
MUFG Americas
New York
$629K -$370K -4,478 -37%
BRWA
488
B. Riley Wealth Advisors
Florida
$622K -$169K -2,045 -21%
Truist Financial
489
Truist Financial
North Carolina
$604K -$1.57K -19 -0.3%
AP
490
Advisor Partners
California
$604K +$12.3K +149 +2%
PP
491
Paloma Partners
Connecticut
$573K -$104K -1,253 -15%
ONB
492
Old National Bancorp
Indiana
$568K -$165K -2,002 -22%
LA
493
Lau Associates
Delaware
$566K +$41.3K +500 +8%
SNBOSD
494
Security National Bank of So Dak
Iowa
$561K +$85.1K +1,030 +18%
PMG
495
ProVise Management Group
Florida
$548K
HW
496
Hancock Whitney
Mississippi
$540K -$8.1K -98 -1%
W
497
Wealthfront
California
$534K +$169K +2,047 +45%
IMAS
498
ID Management A/S
Denmark
$529K
BCMO
499
Buckingham Capital Management (Ohio)
Ohio
$509K +$121K +1,460 +30%
EWM
500
Evercore Wealth Management
New York
$506K -$2.73K -33 -0.5%

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.