We are live on ! Find out more
PRU icon

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
BTS
576
BB&T Securities
Virginia
$279K -$16.5K -197 -5%
LCM
577
Laurion Capital Management
New York
$267K -$16.4M -194,909 -98%
SWP
578
Stratos Wealth Partners
Ohio
$267K -$21.1K -251 -7%
CCA
579
Checchi Capital Advisers
California
$266K +$15K +179 +5%
PHAM
580
Palisades Hudson Asset Management
Florida
$260K
BDF
581
Balasa Dinverno & Foltz
$260K +$25.1K +299 +10%
BA
582
BKS Advisors
Michigan
$259K
Koshinski Asset Management
583
Koshinski Asset Management
Illinois
$255K
UBWV
584
United Bank (West Virginia)
West Virginia
$253K
MGIA
585
Moneta Group Investment Advisors
Missouri
$253K +$78K +930 +39%
FNB
586
First Niagara Bank
New York
$252K -$2.77K -33 -1%
LBC
587
Lowe Brockenbrough & Co
Virginia
$251K
QI
588
Quotient Investors
New York
$249K -$422K -5,028 -61%
QSS
589
Quantitative Systematic Strategies
Florida
$248K -$1.89M -22,557 -87%
CL
590
Choreo LLC
Illinois
$245K +$26.2K +312 +11%
Squarepoint
591
Squarepoint
New York
$242K +$266K +3,176 New
CNBT
592
Canandaigua National Bank & Trust
New York
$237K
MCM
593
Murphy Capital Management
New Jersey
$237K +$503 +6 +0.2%
Bessemer Group
594
Bessemer Group
New Jersey
$236K +$64.9K +773 +33%
CL
595
CPWM LLC
Washington
$234K +$258K +3,070 New
EWA
596
EP Wealth Advisors
California
$230K -$5.03K -60 -2%
PAIA
597
Park Avenue Institutional Advisers
New York
$229K -$5.2K -62 -2%
SFU
598
Stonehage Fleming (UK)
United Kingdom
$229K
USGIU
599
U.S. Global Investors (USGI)
Texas
$229K
PP
600
Prudential plc
United Kingdom
$228K

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.