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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$437K +$40.1K +478 +9%
LBA
527
Letko, Brosseau & Associates
Quebec, Canada
$432K
SC
528
Savant Capital
Illinois
$432K +$60.8K +725 +15%
NCM
529
Narwhal Capital Management
Georgia
$429K -$1.06M -12,620 -69%
PCM
530
Perritt Capital Management
Illinois
$427K -$1.26K -15 -0.3%
Fisher Asset Management
531
Fisher Asset Management
Washington
$425K +$4.03K +48 +0.9%
SI
532
Stephens Inc
Arkansas
$421K -$911K -10,861 -66%
Tudor Investment Corp
533
Tudor Investment Corp
Connecticut
$419K +$461K +5,500 New
NDSI
534
Newman Dignan & Sheerar Inc
Rhode Island
$410K +$147K +1,750 +48%
ARMT
535
Amica Retiree Medical Trust
Rhode Island
$409K
Walleye Trading
536
Walleye Trading
New York
$407K -$3.97M -47,318 -90%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$404K +$29.6K +353 +7%
MIHAS
538
Maj Invest Holding A/S
Denmark
$403K +$40.2K +479 +10%
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
$403K +$60.4K +720 +16%
AF
540
Arrow Financial
New York
$395K -$24.2K -289 -5%
BPC
541
Banque Pictet & Cie
Switzerland
$392K +$432K +5,150 New
1GA
542
1st Global Advisors
Texas
$391K -$75.3K -898 -15%
SIG
543
Schooner Investment Group
Pennsylvania
$382K
SAM
544
Sentinel Asset Management
Vermont
$381K +$420K +5,000 New
UF
545
Univest Financial
Pennsylvania
$380K +$4.7K +56 +1%
Fuller & Thaler Asset Management
546
Fuller & Thaler Asset Management
California
$366K -$730K -8,700 -64%
CAN
547
Cetera Advisor Networks
California
$365K +$37.5K +447 +10%
BCMO
548
Buckingham Capital Management (Ohio)
Ohio
$365K +$77.6K +925 +24%
SAM
549
Silvercrest Asset Management
New York
$358K
CTC
550
Central Trust Company
Missouri
$358K +$21.4K +255 +6%

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.