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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
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$10.7K
CFSG
727
Community Financial Services Group
Vermont
$10K
LWM
728
LBA Wealth Management
Florida
$10K
OC
729
Oakworth Capital
Alabama
$10K
PO
730
Private Ocean
California
$10K +$5.87K +70 +103%
IMS
731
Index Management Solutions
Pennsylvania
$9K +$839 +10 +9%
FIB
732
First Interstate Bank
Montana
$9K +$9.82K +117 New
RFA
733
Reilly Financial Advisors
California
$8K -$4.2K -50 -31%
AssetMark Inc
734
AssetMark Inc
California
$8K
OSNBOA
735
Old Second National Bank of Aurora
Illinois
$8K
ST
736
Smithfield Trust
Pennsylvania
$8K
WCM
737
Wealthcare Capital Management
Virginia
$8K
SA
738
SRH Advisors
Kansas
$7K
WAS
739
Winch Advisory Services
Wisconsin
$7K
MA
740
MCF Advisors
Kentucky
$7K +$84 +1 +1%
DOA
741
D'Orazio & Associates
Virginia
$7K +$4.28K +51 +155%
MFBTD
742
MB Financial Bank - Trust Department
Illinois
$7K +$6.8K +81 +540%
WCM
743
Windsor Capital Management
Arizona
$7K +$8.39K +100 New
AWM
744
Avior Wealth Management
Nebraska
$6K
RBC
745
Roble Belko & Company
Pennsylvania
$6K
HCM
746
Horrell Capital Management
Arkansas
$6K +$2.43K +29 +66%
LYV
747
Live Your Vision
Pennsylvania
$6K +$6.21K +74 New
BCMIO
748
Beacon Capital Management Inc (Ohio)
Ohio
$5K
AWS
749
Aris Wealth Services
Pennsylvania
$4K
DSC
750
Duncker Streett & Co
Missouri
$4K

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.