We are live on ! Find out more
PRU icon

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
GT
601
Glenview Trust
Kentucky
$247K +$251K +3,040 New
PAM
602
PartnerRe Asset Management
Connecticut
$246K -$425K -5,140 -63%
SFU
603
Stonehage Fleming (UK)
United Kingdom
$244K
BTS
604
BB&T Securities
Virginia
$242K -$57K -690 -19%
SIG
605
Schooner Investment Group
Pennsylvania
$240K -$165K -2,000 -40%
BCA
606
Bray Capital Advisors
Florida
$239K
IH
607
IFC Holdings
Florida
$239K +$9.84K +119 +4%
RMC
608
Regis Management Company
California
$239K +$243K +2,940 New
WS
609
Wedbush Securities
California
$238K +$2.89K +35 +1%
PAIA
610
Park Avenue Institutional Advisers
New York
$237K -$7.61K -92 -3%
CL
611
CPWM LLC
Washington
$234K -$15.8K -191 -6%
FANJ
612
Financial Architects (New Jersey)
New Jersey
$233K +$237K +2,864 New
WEC
613
Winslow Evans & Crocker
Massachusetts
$232K +$46.1K +558 +24%
Balyasny Asset Management
614
Balyasny Asset Management
Illinois
$229K -$1.34M -16,267 -85%
TCM
615
TD Capital Management
Tennessee
$225K
SFP
616
Santa Fe Partners
New Mexico
$221K +$224K +2,712 New
MCWS
617
McKinley Carter Wealth Services
West Virginia
$218K +$661 +8 +0.3%
Lazard Asset Management
618
Lazard Asset Management
New York
$216K -$2.59M -31,283 -92%
HI
619
Hudock Inc
Pennsylvania
$216K -$27.8K -336 -11%
RCAG
620
Rehmann Capital Advisory Group
Michigan
$216K +$1.49K +18 +0.7%
GC
621
Grimes & Company
Massachusetts
$216K +$219K +2,653 New
JIC
622
Johnson Investment Counsel
Ohio
$215K +$219K +2,650 New
PP
623
Prudential plc
United Kingdom
$213K -$31.4K -380 -13%
JWA
624
JFS Wealth Advisors
Pennsylvania
$212K +$8.93K +108 +4%
NPC
625
National Planning Corporation
California
$208K +$262K +3,175 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.