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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
TC
626
Trust Company
Kansas
$151K -$1.86M -22,221 -92%
FNBT
627
FineMark National Bank & Trust
Florida
$150K +$46K +548 +39%
SC
628
SRB Corp
Massachusetts
$149K +$21.3K +254 +15%
CCS
629
Crosspoint Capital Strategies
California
$145K -$50.6K -603 -24%
VFA
630
Virtus Fund Advisers
Connecticut
$143K
NYLT
631
New York Life Trust
New York
$142K +$87.2K +1,039 +126%
VIA
632
Vantage Investment Advisors
Pennsylvania
$137K +$45.8K +546 +43%
TSBJ
633
Trevor, Stewart, Burton & Jacobsen
New York
$131K +$214K +2,551 New
First Manhattan
634
First Manhattan
New York
$130K +$22K +262 +18%
VNA
635
Valley National Advisers
Pennsylvania
$129K +$252 +3 +0.2%
KF
636
Krilogy Financial
Missouri
$129K +$142K +1,696 New
Manulife (Manufacturers Life Insurance)
637
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122K +$1.53M +18,230 +1%
1832 Asset Management
638
1832 Asset Management
Ontario, Canada
$119K +$96.7K +1,152 +286%
CFA
639
Carroll Financial Associates
North Carolina
$118K +$23.7K +282 +23%
FNYS
640
First New York Securities
New York
$116K -$14.3K -171 -10%
TCM
641
Tradewinds Capital Management
Washington
$115K +$839 +10 +0.7%
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$113K +$125K +1,486 New
EDRH
643
Edmond de Rothschild Holding
Switzerland
$112K -$9.13M -108,784 -99%
BAM
644
Brave Asset Management
New Jersey
$108K
TCOV
645
Trust Company of Vermont
Vermont
$107K +$2.77K +33 +2%
ZB
646
Zions Bancorporation
Utah
$106K -$179K -2,136 -61%
FCCM
647
First City Capital Management
Georgia
$105K +$671 +8 +0.6%
QCG
648
Quadrant Capital Group
Ohio
$104K -$4.03K -48 -3%
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$103K -$16.8K -200 -13%
VIA
650
Vident Investment Advisory
Georgia
$100K +$51.6K +615 +89%

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.