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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
CS
51
Credit Suisse
Switzerland
$71.5M +$15.7M +187,186 +25%
APG Asset Management
52
APG Asset Management
Netherlands
$71M -$4.56M -54,300 -6%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$68.6M -$2.46M -29,330 -3%
RFC
54
Regions Financial Corp
Alabama
$66.2M +$9.99M +119,104 +16%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$65.1M -$368K -4,388 -0.5%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$65M +$2.11M +25,101 +3%
Invesco
57
Invesco
Georgia
$64.8M +$10.3M +122,243 +17%
AllianceBernstein
58
AllianceBernstein
Tennessee
$64.4M -$2.55M -30,392 -3%
Swiss National Bank
59
Swiss National Bank
Switzerland
$63.9M +$5.92M +70,600 +9%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$62.9M +$957K +11,410 +1%
DRZID
61
DePrince Race & Zollo Inc (DRZ)
Florida
$62.3M -$9.41M -112,170 -12%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$61.4M
PPA
63
Parametric Portfolio Associates
Washington
$60.2M +$4.42M +52,686 +7%
MDSL
64
M.D. Sass LLC
New York
$60.2M +$45.8K +546 +0.1%
MTB
65
Mizuho Trust & Banking
Japan
$54.3M +$2.74M +32,651 +5%
GLA
66
Great Lakes Advisors
Illinois
$51M +$5.4M +64,382 +11%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$50.5M +$2.29M +27,254 +4%
BJ
68
BlackRock Japan
Japan
$50.4M +$9.17M +109,306 +20%
Credit Agricole
69
Credit Agricole
France
$49.3M +$12.7M +150,782 +30%
RFC
70
Russell Frank Company
Washington
$49.2M -$3.24M -38,602 -6%
UBS Group
71
UBS Group
Switzerland
$48.3M -$12.5M -149,030 -19%
AT
72
AMF Tjänstepension
Sweden
$48M
HI
73
Honeywell International
North Carolina
$47.7M +$10M +119,400 +24%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$47.6M -$1.04M -12,400 -2%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$46.7M +$104K +1,241 +0.2%

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.