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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
WRM
726
Westport Resources Management
Connecticut
$17K
LWA
727
Lenox Wealth Advisors
New York
$16K
AC
728
Alexandria Capital
Virginia
$15K
CFG
729
CKW Financial Group
Hawaii
$15K
KA
730
Klingman & Associates
New York
$15K
TFA
731
Transamerica Financial Advisors
Florida
$15K
DAM
732
Delta Asset Management
Tennessee
$14K
FNBSF
733
First National Bank Sioux Falls
South Dakota
$14K
RFA
734
Reilly Financial Advisors
California
$14K +$4.24K +50 +45%
OAJ
735
Ogorek Anthony Joseph
New York
$14K +$13.2K +156 New
Fiera Capital (Canada)
736
Fiera Capital (Canada)
Quebec, Canada
$13.4K -$159K -1,869 -1%
AF
737
Allworth Financial
California
$12K
BAM
738
Bruderman Asset Management
New York
$12K
RA
739
Rational Advisors
New York
$12K
WP
740
WealthPLAN Partners
Nebraska
$12K +$679 +8 +6%
EDRS
741
Edmond de Rothschild (Suisse)
Switzerland
$12K +$11.8K +139 New
CFSG
742
Community Financial Services Group
Vermont
$11K
JFA
743
JNBA Financial Advisors
Minnesota
$11K
LWM
744
LBA Wealth Management
Florida
$11K
OC
745
Oakworth Capital
Alabama
$11K
SCA
746
Strategic Capital Alternatives
United States
$11K +$10.2K +120 New
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$10.8K +$1.87K +22 +22%
AWM
748
AllSquare Wealth Management
New York
$9K
AssetMark Inc
749
AssetMark Inc
California
$9K
BWFA
750
Baltimore-Washington Financial Advisors
Maryland
$9K

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.