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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
NCMG
626
NCM Capital Management Group
North Carolina
$203K
BC
627
Banced Corp
Illinois
$202K +$196K +2,309 New
GWM
628
Gupta Wealth Management
California
$196K +$18.5K +218 +11%
CWM
629
Cranbrook Wealth Management
Michigan
$182K
WEC
630
Winslow Evans & Crocker
Massachusetts
$179K -$10K -118 -5%
GLI
631
Guardian Life Insurance
New York
$174K
FMLI
632
Fukoku Mutual Life Insurance
Japan
$166K -$8.49K -100 -5%
VFA
633
Virtus Fund Advisers
Connecticut
$164K
BRWM
634
B. Riley Wealth Management
Tennessee
$162K -$84.9K -1,000 -35%
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$149K +$76.4K +900 +113%
SC
636
SRB Corp
Massachusetts
$149K +$145K +1,707 New
VNA
637
Valley National Advisers
Pennsylvania
$148K -$10.5K -124 -7%
FNYS
638
First New York Securities
New York
$148K +$143K +1,689 New
CF
639
CenterStar Fund
Illinois
$144K
SSG
640
Summit Securities Group
New York
$140K +$136K +1,600 New
Manulife (Manufacturers Life Insurance)
641
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139K -$2.25M -26,510 -2%
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$136K
TCM
643
Tradewinds Capital Management
Washington
$131K +$94.1K +1,109 +287%
First Manhattan
644
First Manhattan
New York
$127K
FA
645
FMA Advisory
Pennsylvania
$125K +$121K +1,423 New
BAM
646
Brave Asset Management
New Jersey
$124K
FNBT
647
FineMark National Bank & Trust
Florida
$124K +$28.3K +333 +31%
QCG
648
Quadrant Capital Group
Ohio
$124K +$123K +1,444 New
DBT
649
Dubuque Bank & Trust
Iowa
$122K
FCCM
650
First City Capital Management
Georgia
$120K +$3.23K +38 +3%

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.