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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
EGA
626
Eagle Global Advisors
Texas
$207K +$210K +2,540 New
SMC
627
Smith, Moore & Co
Missouri
$207K +$210K +2,544 New
USGIU
628
U.S. Global Investors (USGI)
Texas
$204K -$41.3K -500 -17%
FMLI
629
Fukoku Mutual Life Insurance
Japan
$204K
HFS
630
HL Financial Services
Kentucky
$200K +$203K +2,458 New
CFA
631
CT Financial Advisors
Pennsylvania
$187K
SRP
632
Saddle Road Partners
Nebraska
$184K +$187K +2,266 New
GLI
633
Guardian Life Insurance
New York
$173K -$41.9K -507 -19%
NCMG
634
NCM Capital Management Group
North Carolina
$173K -$16.5K -200 -9%
WAM
635
Wealthspire Advisors (Maryland)
Maryland
$170K +$173K +2,088 New
MP
636
Manifold Partners
California
$164K -$190K -2,300 -53%
FNBT
637
FineMark National Bank & Trust
Florida
$163K +$3.06K +37 +2%
CWM
638
Cranbrook Wealth Management
Michigan
$160K -$9.67K -117 -6%
CFA
639
Carroll Financial Associates
North Carolina
$157K +$37K +447 +30%
CCS
640
Crosspoint Capital Strategies
California
$156K -$248 -3 -0.2%
TC
641
Trust Company
Kansas
$155K -$6.61K -80 -4%
VFA
642
Virtus Fund Advisers
Connecticut
$153K
VIA
643
Vantage Investment Advisors
Pennsylvania
$147K +$165 +2 +0.1%
Bessemer Group
644
Bessemer Group
New Jersey
$143K -$111K -1,346 -43%
VNA
645
Valley National Advisers
Pennsylvania
$143K +$4.71K +57 +3%
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
$138K -$33.1K -400 -19%
KF
647
Krilogy Financial
Missouri
$138K +$165 +2 +0.1%
SC
648
SRB Corp
Massachusetts
$137K -$22.6K -273 -14%
First Manhattan
649
First Manhattan
New York
$132K -$7.85K -95 -6%
TCM
650
Tradewinds Capital Management
Washington
$127K +$4.22K +51 +3%

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.