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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
ST
726
Smithfield Trust
Pennsylvania
$20K +$11.8K +143 +143%
SEC
727
Seven Eight Capital
New York
$20K +$20.7K +251 New
OC
728
Oakworth Capital
Alabama
$18K +$8.27K +100 +80%
GWS
729
Glassman Wealth Services
Virginia
$17K
DOA
730
D'Orazio & Associates
Virginia
$17K +$9.92K +120 +143%
BBHC
731
Brown Brothers Harriman & Co
New York
$16K -$1.02M -12,284 -98%
WAS
732
WESPAC Advisors SoCal
California
$16K +$16.5K +200 New
FHA
733
First Horizon Advisors
Tennessee
$15K
JFA
734
JNBA Financial Advisors
Minnesota
$15K
WRM
735
Westport Resources Management
Connecticut
$15K
RWG
736
Regal Wealth Group
California
$15K +$15.4K +186 New
KKAMG
737
Kernodle & Katon Asset Management Group
Arkansas
$15K +$15.5K +187 New
KA
738
Klingman & Associates
New York
$14K
SMG
739
Spectrum Management Group
Indiana
$14K +$10.7K +129 +300%
SCA
740
Stuart Chaussee & Associates
California
$14K +$14.2K +172 New
FNBSF
741
First National Bank Sioux Falls
South Dakota
$13K
QAM
742
QCI Asset Management
New York
$13K +$8.93K +108 +230%
DPA
743
Delphi Private Advisors
California
$13K +$12.7K +154 New
BAM
744
Bruderman Asset Management
New York
$12K
AP
745
Advisors Preferred
Maryland
$12K +$40.2K +486 New
DAM
746
Delta Asset Management
Tennessee
$11K -$1.24K -15 -10%
AF
747
Allworth Financial
California
$11K
WP
748
WealthPLAN Partners
Nebraska
$10.9K +$42.8K +518 New
FIB
749
First Interstate Bank
Montana
$10K
LWM
750
LBA Wealth Management
Florida
$10K

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.