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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
HI
601
Hudock Inc
Pennsylvania
$261K -$3.56K -42 -1%
DWT
602
Dorsey & Whitney Trust
South Dakota
$261K +$40.1K +473 +19%
BCA
603
Bray Capital Advisors
Florida
$257K
Koshinski Asset Management
604
Koshinski Asset Management
Illinois
$255K -$9.67K -114 -4%
JIC
605
Johnson Investment Counsel
Ohio
$254K -$24.7K -291 -9%
CL
606
Choreo LLC
Illinois
$254K +$26.2K +309 +12%
MCWS
607
McKinley Carter Wealth Services
West Virginia
$247K +$239K +2,819 New
WS
608
Wedbush Securities
California
$244K -$48K -566 -17%
VCAM
609
Van Cleef Asset Management
Ohio
$243K -$19.3K -227 -8%
TCM
610
TD Capital Management
Tennessee
$242K
MIC
611
MU Investments Company
Japan
$233K -$221K -2,600 -49%
PJSIMP
612
P.J. Schmidt Investment Management (PJS)
Wisconsin
$232K
RCAG
613
Rehmann Capital Advisory Group
Michigan
$227K +$220K +2,597 New
CIA
614
Choate Investment Advisors
Massachusetts
$224K +$218K +2,565 New
Simplex Trading
615
Simplex Trading
Illinois
$224K -$1.27M -15,020 -85%
EGA
616
Eagle Global Advisors
Texas
$222K -$28.9K -340 -12%
CCS
617
Crosspoint Capital Strategies
California
$219K -$119K -1,400 -36%
PC
618
Passport Capital
California
$218K +$212K +2,493 New
FANJ
619
Financial Architects (New Jersey)
New Jersey
$217K +$8.91K +105 +4%
BFM
620
Boothbay Fund Management
New York
$214K +$208K +2,450 New
JWM
621
Jacobus Wealth Management
Wisconsin
$213K +$8.57K +101 +4%
HTC
622
Haverford Trust Company
Pennsylvania
$212K +$206K +2,422 New
MGIA
623
Moneta Group Investment Advisors
Missouri
$209K +$203K +2,387 New
PNC
624
Park National Corp
Ohio
$207K -$12.3K -145 -6%
Bessemer Group
625
Bessemer Group
New Jersey
$204K -$44.5K -524 -18%

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.