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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
HCM
701
Highlander Capital Management
New Jersey
$22K
TFO
702
Tarbox Family Office
California
$22K
CB
703
Community Bank
New York
$21K
HR
704
Howe & Rusling
New York
$21K
TSU
705
TD Securities (USA)
New York
$20K -$15.4M -183,205 -100%
CGT
706
Capital Guardian Trust
California
$19K -$16.4K -195 -44%
MCM
707
Manchester Capital Management
Vermont
$19K
FA
708
Financial Advantage
Maryland
$18K
RAM
709
Riggs Asset Management
Pennsylvania
$16K -$16.8K -200 -49%
GWS
710
Glassman Wealth Services
Virginia
$16K
MAS
711
Madden Advisory Services
Florida
$16K
MUS
712
Mitsubishi UFJ Securities
Japan
$14K -$15.1K -180 -50%
FHA
713
First Horizon Advisors
Tennessee
$14K -$1.68K -20 -10%
LWA
714
Lenox Wealth Advisors
New York
$14K
WRM
715
Westport Resources Management
Connecticut
$14K
JFA
716
JNBA Financial Advisors
Minnesota
$14K +$5.2K +62 +50%
KA
717
Klingman & Associates
New York
$13K
EDRE
718
Edmond de Rothschild (Europe)
Luxembourg
$13K +$14.6K +174 New
DAM
719
Delta Asset Management
Tennessee
$12K
FNBSF
720
First National Bank Sioux Falls
South Dakota
$12K
AF
721
Allworth Financial
California
$11K
EDRS
722
Edmond de Rothschild (Suisse)
Switzerland
$11K
RA
723
Rational Advisors
New York
$11K
BAM
724
Bruderman Asset Management
New York
$11K +$1.34K +16 +12%
VCM
725
Vigilant Capital Management
Maine
$11K +$11.7K +139 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.