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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
SOAMC
526
Spirit of America Management Corp
New York
$525K
MFS
527
Monetta Financial Services
Illinois
$525K +$509K +6,000 New
LA
528
Lucus Advisors
New York
$513K -$52.5K -619 -10%
HIM
529
Hermes Investment Management
United Kingdom
$513K
FQ
530
First Quadrant
California
$508K
SLAM
531
Swiss Life Asset Management
$505K +$490K +5,772 New
SNBOSD
532
Security National Bank of So Dak
Iowa
$500K -$24.9K -293 -5%
ICAS
533
Investors Capital Advisory Services
Massachusetts
$500K -$9.93K -117 -2%
LBA
534
Letko, Brosseau & Associates
Quebec, Canada
$496K
PCM
535
Perritt Capital Management
Illinois
$492K
Fisher Asset Management
536
Fisher Asset Management
Washington
$484K -$8.23K -97 -2%
AF
537
Arrow Financial
New York
$479K -$267K -3,148 -37%
BUB
538
BBVA USA Bancshares
Texas
$478K -$5.86K -69 -1%
CCT
539
Chemung Canal Trust
New York
$477K
ARMT
540
Amica Retiree Medical Trust
Rhode Island
$469K
PMG
541
ProVise Management Group
Florida
$465K +$35.3K +416 +8%
DTL
542
Dynamic Technology Lab
Singapore
$464K +$452K +5,324 New
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$460K +$34.5K +407 +8%
FB
544
Fulton Bank
Pennsylvania
$458K +$79.5K +937 +22%
PCA
545
Peddock Capital Advisors
Massachusetts
$450K +$436K +5,143 New
SIG
546
Schooner Investment Group
Pennsylvania
$445K -$424K -5,000 -50%
CPIM
547
Columbia Partners Investment Management
Virginia
$440K +$428K +5,038 New
AGM
548
Alpine Global Management
New York
$438K +$424K +4,999 New
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$433K +$15.7K +185 +4%
SC
550
Savant Capital
Illinois
$432K -$20K -236 -5%

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.