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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
CAM
701
ClariVest Asset Management
California
$34K
PFG
702
Piershale Financial Group
Illinois
$33K +$85 +1 +0.3%
GWA
703
Genesis Wealth Advisors
Massachusetts
$32.7K -$1.87K -22 -6%
MUS
704
Mitsubishi UFJ Securities
Japan
$32K +$26.3K +310 +620%
KCM
705
Karp Capital Management
California
$32K +$31.4K +370 New
BWA
706
Burt Wealth Advisors
Maryland
$30K +$85 +1 +0.3%
HCM
707
Herndon Capital Management
Georgia
$27K -$509 -6 -2%
N
708
Nuveen
North Carolina
$26.3K -$707K -8,331 -3%
HCM
709
Highlander Capital Management
New Jersey
$26K
KPCM
710
Kings Point Capital Management
New York
$26K
NSIM
711
North Star Investment Management
Illinois
$26K
TFO
712
Tarbox Family Office
California
$26K
WA
713
Waverly Advisors
Alabama
$26K +$25.5K +300 New
HR
714
Howe & Rusling
New York
$24K +$14.5K +171 +169%
CB
715
Community Bank
New York
$23K +$5.18K +61 +30%
MCM
716
Manchester Capital Management
Vermont
$22K -$7.38K -87 -25%
FA
717
Financial Advantage
Maryland
$20K
PCM
718
Prelude Capital Management
New York
$19K +$18.4K +217 New
JWA
719
JFS Wealth Advisors
Pennsylvania
$18K -$170 -2 -1%
ACS
720
Archford Capital Strategies
Illinois
$18K
FHA
721
First Horizon Advisors
Tennessee
$18K +$424 +5 +2%
GWS
722
Glassman Wealth Services
Virginia
$18K +$764 +9 +5%
BFEC
723
Benjamin F. Edwards & Company
Missouri
$18K +$5.26K +62 +43%
MAS
724
Madden Advisory Services
Florida
$18K +$18.2K +215 New
RIA
725
Regal Investment Advisors
Michigan
$17K

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.