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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
OSNBOA
751
Old Second National Bank of Aurora
Illinois
$9K
ST
752
Smithfield Trust
Pennsylvania
$9K
WCM
753
Wealthcare Capital Management
Virginia
$9K
IMS
754
Index Management Solutions
Pennsylvania
$9K +$5.18K +61 +130%
SA
755
SRH Advisors
Kansas
$8K
MA
756
MCF Advisors
Kentucky
$8K +$85 +1 +1%
WAS
757
Winch Advisory Services
Wisconsin
$8K +$85 +1 +1%
CBT
758
Central Bank & Trust
Kentucky
$7K -$5.86K -69 -46%
TDC
759
Thompson Davis & Co
Virginia
$7K -$5.35K -63 -45%
AWM
760
Avior Wealth Management
Nebraska
$7K
RBC
761
Roble Belko & Company
Pennsylvania
$7K
PO
762
Private Ocean
California
$6K -$4.84K -57 -46%
BCMIO
763
Beacon Capital Management Inc (Ohio)
Ohio
$6K
CAW
764
Cornerstone Advisors (Washington)
Washington
$5K
TIM
765
Tortoise Investment Management
New York
$5K
AWS
766
Aris Wealth Services
Pennsylvania
$4K -$8.74K -103 -69%
AA
767
Apriem Advisors
California
$4K
BC
768
Bartlett & Co
Ohio
$4K
DSC
769
Duncker Streett & Co
Missouri
$4K
HCM
770
Horrell Capital Management
Arkansas
$4K
LNB
771
Ledyard National Bank
$4K
QAM
772
QCI Asset Management
New York
$4K
SMG
773
Spectrum Management Group
Indiana
$4K
KCPG
774
Kavar Capital Partners Group
Kansas
$4K +$4.84K +57 New
DOA
775
D'Orazio & Associates
Virginia
$3K -$1.19K -14 -30%

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.