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Prudential Financial

791 hedge funds and large institutions have $24.7B invested in Prudential Financial in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 303 increasing their positions, 280 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $22.8B → $24.7B (+$1.9B)

2% more funds holding

Funds holding: 773791 (+18)

8% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 280

1% more call options, than puts

Call options by funds: $349M | Put options by funds: $345M

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.67% less ownership

Funds ownership: 66.95%66.28% (-0.67%)

Holders
791
Holders Change
+18
Holders Change %
+2.33%
% of All Funds
20.75%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
88
Increased
303
Reduced
280
Closed
61
Calls
$349M
Puts
$345M
Net Calls
+$4.14M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Peddock Capital Advisors
Massachusetts
$371K
SCM
552
Shelton Capital Management
Colorado
$370K -$198K -2,400 -35%
SOADOR
553
State of Alaska Department of Revenue
Alaska
$367K -$13.2K -160 -3%
DCM
554
Donaldson Capital Management
Indiana
$367K +$29.3K +355 +9%
NI
555
Numeric Investors
Massachusetts
$366K -$2.41M -29,200 -87%
BPC
556
Banque Pictet & Cie
Switzerland
$366K -$53.7K -650 -13%
TI
557
Trexquant Investment
Connecticut
$366K +$372K +4,495 New
AGA
558
Accuvest Global Advisors
Utah
$363K
HSA
559
HBK Sorce Advisory
Pennsylvania
$363K +$20.7K +250 +6%
GVT
560
Genesee Valley Trust
New York
$358K -$4.22K -51 -1%
SPC
561
Sigma Planning Corp
Michigan
$356K +$8.43K +102 +2%
SI
562
Stephens Inc
Arkansas
$351K -$99.9K -1,208 -22%
RCM
563
Rotella Capital Management
Washington
$342K -$975K -11,800 -74%
FRM
564
Fox Run Management
Connecticut
$342K +$347K +4,200 New
CL
565
Choreo LLC
Illinois
$336K +$75.6K +915 +28%
MHS
566
M Holdings Securities
Oregon
$334K +$32.4K +392 +11%
1GA
567
1st Global Advisors
Texas
$332K -$86.7K -1,049 -20%
BDF
568
Balasa Dinverno & Foltz
$330K +$53.6K +648 +19%
MC
569
Moors & Cabot
Massachusetts
$324K +$332K +4,019 New
FAM
570
Formidable Asset Management
Ohio
$322K -$13.6K -164 -4%
SFSIG
571
San Francisco Sentry Investment Group
California
$321K
BG
572
Bahl & Gaynor
Ohio
$315K -$4.71K -57 -1%
TWI
573
Thomas White International
Illinois
$314K
CC
574
Courier Capital
New York
$311K
HAG
575
HighPoint Advisor Group
Illinois
$310K +$367K +4,440 New

PRU Hedge Fund Activity: Q4 2015 in Review

791 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2015, worth a combined $24.7B — up 8.3% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PRU positions and 61 closed out — a net gain of 27 holders — while 303 added to existing stakes and 280 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $132M. The largest seller was Citadel Advisors, exiting entirely with an estimated $161M sold.

  • 791 institutional investors held Prudential Financial (PRU) as of Q4 2015, up from 773 in Q3 2015.
  • Funds reported $24.7B of Prudential Financial stock for Q4 2015, up 8.3% quarter-over-quarter.
  • 88 funds opened new Prudential Financial positions in Q4 2015 and 61 closed out, a net change of +27 holders.
  • The largest Prudential Financial buyer in Q4 2015 was Royal Bank of Canada, an estimated $132M added.
  • The largest Prudential Financial seller in Q4 2015 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2015.