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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
AA
776
Apriem Advisors
California
$3K
BC
777
Bartlett & Co
Ohio
$3K
CPIG
778
Chicago Partners Investment Group
Illinois
$3K
LNB
779
Ledyard National Bank
$3K
PRS
780
Pinkerton Retirement Specialists
Idaho
$3K
MFT
781
Moisand Fitzgerald Tamayo
Florida
$3K +$2.73K +33 New
SNT
782
Security National Trust
West Virginia
$3K +$2.73K +33 New
SC
783
Saturna Capital
Washington
$3K +$2.81K +34 New
TF
784
Tompkins Financial
New York
$3K +$3.06K +37 New
LWA
785
Lenox Wealth Advisors
New York
$2K -$13.6K -165 -88%
AIM
786
Advantage Investment Management
Iowa
$2K
CP
787
Corbenic Partners
Pennsylvania
$2K
CTB
788
Country Trust Bank
Illinois
$2K
CIM
789
Contravisory Investment Management
Massachusetts
$2K +$2.07K +25 New
WA
790
WBH Advisory
Maryland
$1.07K -$114K -1,380 -9%
MFBTD
791
MB Financial Bank - Trust Department
Illinois
$1K -$6.7K -81 -84%
BCFS
792
Butensky & Cohen Financial Security
Florida
$1K
CA
793
CapWealth Advisors
Tennessee
$1K
GXMC
794
Global X Management Company
New York
$1K
Citadel Advisors
795
Citadel Advisors
Florida
-$161M -1,943,499 Closed
UIM
796
USS Investment Management
United Kingdom
-$74.4M -976,238 Closed
CGM
797
Capital Growth Management
Massachusetts
-$24.8M -325,000 Closed
AA
798
ALPS Advisors
Colorado
-$193K -253,386 Closed
PCM
799
Prosiris Capital Management
New York
-$14.4M -189,200 Closed
NCCM
800
Nine Chapters Capital Management
New Jersey
-$14.2M -186,100 Closed

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.