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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
SAMC
651
Shinko Asset Management Company
Japan
$97K -$6.04K -72 -5%
OAM
652
Orinda Asset Management
California
$94K
DBT
653
Dubuque Bank & Trust
Iowa
$91K -$16.8K -200 -14%
KT
654
Kanaly Trust
Texas
$91K +$1.01K +12 +1%
JG
655
Jefferies Group
New York
$89K +$11.9K +142 +14%
PMFA
656
Plante Moran Financial Advisors
Michigan
$83K +$7.38K +88 +9%
FWM
657
Focused Wealth Management
New York
$77K
CBT
658
Central Bank & Trust
Kentucky
$77K +$78.3K +933 +1,138%
MMG
659
Monetary Management Group
Missouri
$74K
S
660
SignatureFD
Georgia
$73K +$12.1K +144 +18%
MCM
661
MV Capital Management
Maryland
$70K
AIM
662
Arcadia Investment Management
Michigan
$69K
SIA
663
SeaBridge Investment Advisors
New Jersey
$68K
SF
664
Synovus Financial
Georgia
$68K
LFR
665
Lehman Financial Resources
Pennsylvania
$63K +$8.39K +100 +14%
BCM
666
Brookstone Capital Management
Illinois
$62K -$3.27M -38,975 -98%
EFSCE
667
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$5.96K +71 +10%
CHP
668
Cable Hill Partners
Oregon
$55K
KTC
669
Kistler-Tiffany Companies
Pennsylvania
$54K +$84 +1 +0.1%
CG
670
Colony Group
Massachusetts
$47K
ATC
671
Adirondack Trust Company
New York
$47K +$1.26K +15 +3%
IWMPD
672
Integrated Wealth Management (Palm Desert)
California
$46K +$3.19K +38 +7%
WA
673
WealthTrust-Arizona
Arizona
$45K
TWA
674
TCI Wealth Advisors
Arizona
$44K -$10.9K -130 -18%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$44K +$48.7K +580 New

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.