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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
RFC
51
Regions Financial Corp
Alabama
$74.7M +$4.05M +49,002 +6%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$70.5M +$1.14M +13,781 +2%
Public Employees Retirement Association of Colorado
53
Public Employees Retirement Association of Colorado
Colorado
$69.6M +$46.6M +563,211 +193%
PPA
54
Parametric Portfolio Associates
Washington
$69.4M +$5.22M +63,112 +8%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$69.3M -$255K -3,088 -0.4%
UBS Group
56
UBS Group
Switzerland
$68.7M +$17.4M +209,893 +33%
Swiss National Bank
57
Swiss National Bank
Switzerland
$66.7M -$1.57M -19,000 -2%
AllianceBernstein
58
AllianceBernstein
Tennessee
$66.3M -$2.53M -30,664 -4%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$65.6M
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$65.5M -$1.72M -20,800 -3%
MDSL
61
M.D. Sass LLC
New York
$64.8M +$561K +6,783 +0.9%
Loomis, Sayles & Company
62
Loomis, Sayles & Company
Massachusetts
$63.7M -$60.3M -729,201 -48%
DRZID
63
DePrince Race & Zollo Inc (DRZ)
Florida
$59.7M -$6.97M -84,360 -10%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$59.6M -$13.9M -168,250 -19%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$59M -$32.8M -396,316 -35%
MTB
66
Mizuho Trust & Banking
Japan
$58.8M +$242K +2,932 +0.4%
Credit Agricole
67
Credit Agricole
France
$58.8M +$6.18M +74,810 +12%
AT
68
AMF Tjänstepension
Sweden
$57.5M +$6.32M +76,400 +12%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$55.5M +$1.64M +19,787 +3%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$55.1M +$26.8M +323,900 +92%
RFC
71
Russell Frank Company
Washington
$54.5M +$1.4M +16,895 +3%
BJ
72
BlackRock Japan
Japan
$53.7M -$132K -1,597 -0.2%
NFA
73
Nationwide Fund Advisors
Ohio
$53.1M +$4.15M +50,257 +8%
Diamond Hill Capital Management
74
Diamond Hill Capital Management
Ohio
$51.9M -$160M -1,940,416 -75%
HI
75
Honeywell International
North Carolina
$51M

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.