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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
UF
551
Univest Financial
Pennsylvania
$432K +$419K +4,936 New
MIHAS
552
Maj Invest Holding A/S
Denmark
$421K
Baird Financial Group
553
Baird Financial Group
Wisconsin
$417K +$404K +4,764 New
SIC
554
Salem Investment Counselors
North Carolina
$415K
SAM
555
Silvercrest Asset Management
New York
$411K +$42.4K +500 +12%
Truist Financial
556
Truist Financial
North Carolina
$404K -$82.7K -974 -17%
DCM
557
Donaldson Capital Management
Indiana
$402K -$229K -2,698 -37%
CLOS
558
Compagnie Lombard Odier SCmA
Switzerland
$400K +$96.8K +1,141 +33%
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
$393K -$95.6K -1,126 -20%
YP
560
Yellowstone Partners
Idaho
$393K +$93.2K +1,098 +32%
GVT
561
Genesee Valley Trust
New York
$390K -$5.77K -68 -2%
CTC
562
Central Trust Company
Missouri
$389K +$36.4K +429 +11%
W
563
Wealthfront
California
$389K +$151K +1,774 +66%
SPC
564
Sigma Planning Corp
Michigan
$382K +$21K +247 +6%
FAM
565
Formidable Asset Management
Ohio
$381K
LH
566
Lebenthal Holdings
New York
$379K +$103K +1,215 +39%
TWI
567
Thomas White International
Illinois
$377K +$3.82K +45 +1%
HSA
568
HBK Sorce Advisory
Pennsylvania
$371K -$3.06K -36 -0.8%
HH
569
Hilltop Holdings
Texas
$369K +$10.9K +129 +3%
SFSIG
570
San Francisco Sentry Investment Group
California
$345K +$3.39K +40 +1%
BCMO
571
Buckingham Capital Management (Ohio)
Ohio
$343K -$11K -130 -3%
CAN
572
Cetera Advisor Networks
California
$343K
BTS
573
BB&T Securities
Virginia
$338K +$46.2K +545 +16%
BG
574
Bahl & Gaynor
Ohio
$337K +$62.9K +741 +24%
CC
575
Courier Capital
New York
$335K +$4.75K +56 +1%

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.