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Prudential Financial

791 hedge funds and large institutions have $24.7B invested in Prudential Financial in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 303 increasing their positions, 280 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $22.8B → $24.7B (+$1.9B)

2% more funds holding

Funds holding: 773791 (+18)

8% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 280

1% more call options, than puts

Call options by funds: $349M | Put options by funds: $345M

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.67% less ownership

Funds ownership: 66.95%66.28% (-0.67%)

Holders
791
Holders Change
+18
Holders Change %
+2.33%
% of All Funds
20.75%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
88
Increased
303
Reduced
280
Closed
61
Calls
$349M
Puts
$345M
Net Calls
+$4.14M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
701
Blue Bell Private Wealth Management
Pennsylvania
$45K
RWA
702
Ropes Wealth Advisors
Massachusetts
$43K +$992 +12 +2%
MWP
703
MYCIO Wealth Partners
Pennsylvania
$40K
PCTC
704
Perkins Coie Trust Company
Washington
$39K
NFG
705
Next Financial Group
Texas
$39K +$4.13K +50 +11%
SGAM
706
Smith Group Asset Management
Texas
$39K +$39.7K +480 New
CB
707
Community Bank
New York
$37K +$14.9K +180 +68%
SSB
708
Sandy Spring Bank
Maryland
$35K -$6.2K -75 -15%
EWM
709
Edge Wealth Management
New York
$34K
MBT
710
Monroe Bank & Trust
Michigan
$33K
IWMPD
711
Integrated Wealth Management (Palm Desert)
California
$31K -$18.8K -228 -38%
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$28K +$18.4K +222 +182%
KC
713
Kingfisher Capital
North Carolina
$28K +$28.9K +350 New
ASN
714
Advisory Services Network
Georgia
$27K +$83 +1 +0.3%
BWA
715
Burt Wealth Advisors
Maryland
$27K +$83 +1 +0.3%
GAM
716
Gemmer Asset Management
California
$26K
AFP
717
Ausdal Financial Partners
Iowa
$26K +$26.3K +318 New
NSIM
718
North Star Investment Management
Illinois
$25K
TFO
719
Tarbox Family Office
California
$25K +$579 +7 +2%
HCM
720
Highlander Capital Management
New Jersey
$24K
MA
721
MCF Advisors
Kentucky
$23K +$15.8K +191 +197%
GS
722
GAM Systematic
United Kingdom
$22K +$22.2K +268 New
BFEC
723
Benjamin F. Edwards & Company
Missouri
$21K -$14.6K -177 -41%
MCM
724
Manchester Capital Management
Vermont
$21K
CGT
725
Capital Guardian Trust
California
$20K

PRU Hedge Fund Activity: Q4 2015 in Review

791 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2015, worth a combined $24.7B — up 8.3% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PRU positions and 61 closed out — a net gain of 27 holders — while 303 added to existing stakes and 280 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $132M. The largest seller was Citadel Advisors, exiting entirely with an estimated $161M sold.

  • 791 institutional investors held Prudential Financial (PRU) as of Q4 2015, up from 773 in Q3 2015.
  • Funds reported $24.7B of Prudential Financial stock for Q4 2015, up 8.3% quarter-over-quarter.
  • 88 funds opened new Prudential Financial positions in Q4 2015 and 61 closed out, a net change of +27 holders.
  • The largest Prudential Financial buyer in Q4 2015 was Royal Bank of Canada, an estimated $132M added.
  • The largest Prudential Financial seller in Q4 2015 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2015.