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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
AP
501
Advisor Partners
California
$554K -$208K -2,481 -25%
SCM
502
Shelton Capital Management
Colorado
$529K -$33.6K -400 -5%
RMDI
503
R.M. Davis Inc
Maine
$528K -$35.3K -421 -6%
PAM
504
Princeton Alpha Management
New Jersey
$524K +$577K +6,882 New
CPP
505
Crow Point Partners
Massachusetts
$521K -$20.6K -245 -3%
Verition Fund Management
506
Verition Fund Management
Connecticut
$521K +$32.2K +384 +6%
HW
507
Hancock Whitney
Mississippi
$513K -$420 -5 -0.1%
PMG
508
ProVise Management Group
Florida
$513K +$118K +1,412 +27%
BFIC
509
Bedell Frazier Investment Counselling
California
$504K -$308K -3,675 -36%
IMAS
510
ID Management A/S
Denmark
$495K +$545K +6,500 New
CSS
511
Cubist Systematic Strategies
Connecticut
$492K -$567K -6,757 -51%
LA
512
Lau Associates
Delaware
$492K
GCAC
513
Guardian Capital Advisors (Canada)
Ontario, Canada
$488K -$14.7K -175 -3%
SLAM
514
Swiss Life Asset Management
$475K +$38.9K +464 +8%
EWM
515
Evercore Wealth Management
New York
$475K
UR
516
USCA RIA
Texas
$459K
MFS
517
Monetta Financial Services
Illinois
$457K
SOAMC
518
Spirit of America Management Corp
New York
$457K
PVWM
519
Point View Wealth Management
New Jersey
$454K -$13.2K -157 -3%
NIMI
520
Natixis Investment Managers International
France
$452K -$6.8K -81 -1%
GCM
521
Gator Capital Management
Florida
$451K +$497K +5,920 New
HIM
522
Hermes Investment Management
United Kingdom
$447K
SNBOSD
523
Security National Bank of So Dak
Iowa
$447K +$12.4K +148 +3%
LA
524
Lucus Advisors
New York
$444K -$3.27K -39 -0.7%
FQ
525
First Quadrant
California
$442K

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.