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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
ED
676
Exane Derivatives
France
$42.8K -$8.56K -102 -15%
BBPWM
677
Blue Bell Private Wealth Management
Pennsylvania
$42K -$8.14K -97 -15%
PSI
678
Pinnacle Summer Investments
Virginia
$42K -$3.27K -39 -7%
CHC
679
City Holding Co
West Virginia
$42K
PFG
680
Piershale Financial Group
Illinois
$42K +$14.6K +174 +47%
KCM
681
Karp Capital Management
California
$41K +$14.3K +170 +46%
RWA
682
Ropes Wealth Advisors
Massachusetts
$40K +$1.26K +15 +3%
SSB
683
Sandy Spring Bank
Maryland
$39K +$8.47K +101 +25%
MWP
684
MYCIO Wealth Partners
Pennsylvania
$38K
UFA
685
US Financial Advisors
Massachusetts
$38K
PCTC
686
Perkins Coie Trust Company
Washington
$36K
ACS
687
Archford Capital Strategies
Illinois
$35K +$21.3K +254 +120%
BWFA
688
Baltimore-Washington Financial Advisors
Maryland
$34K +$28.9K +345 +311%
NFG
689
Next Financial Group
Texas
$33K -$2.52K -30 -6%
BFEC
690
Benjamin F. Edwards & Company
Missouri
$33K +$19.4K +231 +113%
EWM
691
Edge Wealth Management
New York
$31K
MBT
692
Monroe Bank & Trust
Michigan
$30K
ASN
693
Advisory Services Network
Georgia
$25K -$40.7K -485 -60%
BWA
694
Burt Wealth Advisors
Maryland
$25K
GAM
695
Gemmer Asset Management
California
$24K -$9.31K -111 -26%
RIA
696
Regal Investment Advisors
Michigan
$24K +$10.7K +128 +64%
HCM
697
Herndon Capital Management
Georgia
$23K -$503 -6 -2%
NSIM
698
North Star Investment Management
Illinois
$23K
WA
699
Waverly Advisors
Alabama
$23K
N
700
Nuveen
North Carolina
$22.5K -$373K -4,448 -1%

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.