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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
KCPG
751
Kavar Capital Partners Group
Kansas
$4K
QAM
752
QCI Asset Management
New York
$4K
TIM
753
Tortoise Investment Management
New York
$4K
CAW
754
Cornerstone Advisors (Washington)
Washington
$4K +$252 +3 +5%
OAJ
755
Ogorek Anthony Joseph
New York
$3K -$9.98K -119 -76%
AA
756
Apriem Advisors
California
$3K
BC
757
Bartlett & Co
Ohio
$3K
LNB
758
Ledyard National Bank
$3K
PRS
759
Pinkerton Retirement Specialists
Idaho
$3K
SMG
760
Spectrum Management Group
Indiana
$3K
CPIG
761
Chicago Partners Investment Group
Illinois
$3K +$3.52K +42 New
PFO
762
Pathstone Family Office
New Jersey
$3K +$3.78K +45 New
Acadian Asset Management
763
Acadian Asset Management
Massachusetts
$2K
AIM
764
Advantage Investment Management
Iowa
$2K
CP
765
Corbenic Partners
Pennsylvania
$2K
CTB
766
Country Trust Bank
Illinois
$2K +$1.76K +21 New
IF
767
Ironwood Financial
Arizona
$2K +$2.6K +31 New
BCFS
768
Butensky & Cohen Financial Security
Florida
$1K
CA
769
CapWealth Advisors
Tennessee
$1K
GXMC
770
Global X Management Company
New York
$1K
LWA
771
Lowe Wealth Advisors
Maryland
$1K
WA
772
WFG Advisors
Texas
$1K
PAI
773
Pittenger & Anderson Inc
Nebraska
$1K +$1.34K +16 New
RWM
774
Rezny Wealth Management
Florida
$1K +$1.34K +16 New
RIM
775
RS Investment Management
California
-$32.3M -368,510 Closed

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.