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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
TWA
676
TCI Wealth Advisors
Arizona
$62K -$255 -3 -0.4%
KTC
677
Kistler-Tiffany Companies
Pennsylvania
$62K
VIA
678
Vident Investment Advisory
Georgia
$61K +$58.7K +692 New
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$60K -$6.87K -81 -11%
ED
680
Exane Derivatives
France
$58.1K -$219K -2,578 -80%
BBPWM
681
Blue Bell Private Wealth Management
Pennsylvania
$57K +$1.1K +13 +2%
CG
682
Colony Group
Massachusetts
$54K
ATC
683
Adirondack Trust Company
New York
$52K
WA
684
WealthTrust-Arizona
Arizona
$51K +$46.7K +550 +1,447%
IWMPD
685
Integrated Wealth Management (Palm Desert)
California
$50K -$30.2K -356 -38%
PSI
686
Pinnacle Summer Investments
Virginia
$50K +$18.4K +217 +60%
CHC
687
City Holding Co
West Virginia
$48K
SEC
688
Seven Eight Capital
New York
$48K +$46.8K +551 New
RWA
689
Ropes Wealth Advisors
Massachusetts
$44K
UFA
690
US Financial Advisors
Massachusetts
$44K +$4.24K +50 +11%
MWP
691
MYCIO Wealth Partners
Pennsylvania
$43K +$5.6K +66 +15%
PCTC
692
Perkins Coie Trust Company
Washington
$42K
NFG
693
Next Financial Group
Texas
$40K -$5.86K -69 -13%
CGT
694
Capital Guardian Trust
California
$39K -$13.5K -159 -26%
GAM
695
Gemmer Asset Management
California
$38K
SSB
696
Sandy Spring Bank
Maryland
$36K -$14.6K -172 -30%
EWM
697
Edge Wealth Management
New York
$36K +$1.1K +13 +3%
RAM
698
Riggs Asset Management
Pennsylvania
$36K +$21.6K +254 +162%
1832 Asset Management
699
1832 Asset Management
Ontario, Canada
$35K -$1.7K -20 -5%
MBT
700
Monroe Bank & Trust
Michigan
$35K

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.