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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
TSU
751
TD Securities (USA)
New York
$8K -$13K -157 -61%
KM
752
Kalos Management
Georgia
$8K
OSNBOA
753
Old Second National Bank of Aurora
Illinois
$8K
WCM
754
Wealthcare Capital Management
Virginia
$8K
WAS
755
Winch Advisory Services
Wisconsin
$8K +$83 +1 +1%
RBC
756
Roble Belko & Company
Pennsylvania
$7K
SA
757
SRH Advisors
Kansas
$7K
GBBWRPM
758
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$6.78K +82 New
PO
759
Private Ocean
California
$6K -$5.79K -70 -51%
AWM
760
Avior Wealth Management
Nebraska
$6K
BCMIO
761
Beacon Capital Management Inc (Ohio)
Ohio
$6K
HCM
762
Horrell Capital Management
Arkansas
$6K
PCP
763
Proficio Capital Partners
Massachusetts
$6K +$6.28K +76 New
CFG
764
Citizens Financial Group
Rhode Island
$6K +$6.37K +77 New
CAW
765
Cornerstone Advisors (Washington)
Washington
$5K
KCPG
766
Kavar Capital Partners Group
Kansas
$5K +$1.16K +14 +25%
IR
767
Invictus RG
Bermuda
$5K +$5.04K +61 New
CMBA
768
C.M. Bidwell & Associates
Hawaii
$4K -$4.44M -53,710 -100%
RAM
769
Riggs Asset Management
Pennsylvania
$4K -$13K -157 -74%
AssetMark Inc
770
AssetMark Inc
California
$4K -$4.22K -51 -51%
DSC
771
Duncker Streett & Co
Missouri
$4K
TIM
772
Tortoise Investment Management
New York
$4K
AIA
773
Allegis Investment Advisors
Idaho
$4K +$3.8K +46 New
VCAM
774
Valentine Capital Asset Management
California
$4K +$5.04K +61 New
N
775
Nuveen
North Carolina
$3.46K -$20.9M -253,287 -86%

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.