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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
Baird Financial Group
551
Baird Financial Group
Wisconsin
$356K -$7.89K -94 -2%
SOADOR
552
State of Alaska Department of Revenue
Alaska
$355K +$133K +1,590 +52%
PCA
553
Peddock Capital Advisors
Massachusetts
$347K -$49.5K -590 -11%
W
554
Wealthfront
California
$344K +$5.37K +64 +1%
HH
555
Hilltop Holdings
Texas
$344K +$24K +286 +7%
AGA
556
Accuvest Global Advisors
Utah
$340K +$375K +4,465 New
GVT
557
Genesee Valley Trust
New York
$339K -$923 -11 -0.2%
CIC
558
Cornercap Investment Counsel
Georgia
$337K +$370K +4,410 New
SIC
559
Salem Investment Counselors
North Carolina
$335K -$25.2K -300 -6%
SEI Investments
560
SEI Investments
Pennsylvania
$333K +$47.7K +568 +15%
FAM
561
Formidable Asset Management
Ohio
$331K
MP
562
Manifold Partners
California
$329K -$812K -9,677 -69%
CAM
563
ClariVest Asset Management
California
$327K +$326K +3,888 +987%
SPC
564
Sigma Planning Corp
Michigan
$325K -$8.56K -102 -2%
HSA
565
HBK Sorce Advisory
Pennsylvania
$321K -$2.1K -25 -0.6%
DCM
566
Donaldson Capital Management
Indiana
$317K -$36.9K -440 -10%
B
567
Bellecapital
Switzerland
$316K +$95.6K +1,140 +38%
TNBTD
568
Trustmark National Bank Trust Department
Mississippi
$315K -$29.4K -351 -8%
SFSIG
569
San Francisco Sentry Investment Group
California
$300K
BG
570
Bahl & Gaynor
Ohio
$299K +$6.71K +80 +2%
TH
571
Timber Hill
Connecticut
$295K -$4.52M -53,899 -93%
TWI
572
Thomas White International
Illinois
$294K -$37.4K -446 -10%
CC
573
Courier Capital
New York
$292K
EB
574
Eastern Bank
Massachusetts
$283K
MHS
575
M Holdings Securities
Oregon
$282K +$311K +3,705 New

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.