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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
CGM
51
Capital Growth Management
Massachusetts
$82.7M +$80.2M +945,000 New
DRZID
52
DePrince Race & Zollo Inc (DRZ)
Florida
$81.4M -$4.14M -48,790 -5%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$81.3M -$987K -11,630 -1%
AllianceBernstein
54
AllianceBernstein
Tennessee
$76.6M -$3.18M -37,447 -4%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$75.1M -$1.73M -20,394 -2%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$74.1M -$2.84M -33,480 -4%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$72.4M -$3.62M -42,625 -5%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$71.2M -$13M -153,720 -16%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$70.5M +$2.88M +33,900 +4%
MDSL
60
M.D. Sass LLC
New York
$69M +$2.5M +29,424 +4%
UBS Group
61
UBS Group
Switzerland
$68.5M -$28.7M -337,761 -30%
Swiss National Bank
62
Swiss National Bank
Switzerland
$67.2M +$2.84M +33,500 +5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$67M +$33.5M +395,221 +107%
CS
64
Credit Suisse
Switzerland
$65.7M -$7.9M -93,117 -11%
RFC
65
Regions Financial Corp
Alabama
$65.6M +$957K +11,273 +2%
PPA
66
Parametric Portfolio Associates
Washington
$64.5M -$1.72M -20,275 -3%
Invesco
67
Invesco
Georgia
$63.8M +$1.71M +20,119 +3%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$61.2M +$22.3M +262,734 +60%
RFC
69
Russell Frank Company
Washington
$59.9M +$6.94M +81,731 +14%
MTB
70
Mizuho Trust & Banking
Japan
$59.5M +$3.47M +40,872 +6%
Fidelity International
71
Fidelity International
Bermuda
$57.9M +$27.6M +324,974 +96%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$55.7M +$31.2M +368,127 +137%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$55.6M -$79.5K -937 -0.1%
AT
74
AMF Tjänstepension
Sweden
$55.2M -$6.81M -80,261 -11%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$53.8M -$44.7M -526,780 -46%

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.