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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
NFA
76
Nationwide Fund Advisors
Ohio
$45.8M +$709K +8,454 +1%
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$45M -$632K -7,536 -1%
Principal Financial Group
78
Principal Financial Group
Iowa
$44M -$103K -1,225 -0.2%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$41.8M +$641K +7,639 +1%
Federated Hermes
80
Federated Hermes
Pennsylvania
$40.4M +$6.45M +76,892 +17%
GC
81
Guggenheim Capital
Illinois
$39M -$2.81M -33,447 -6%
Canada Life
82
Canada Life
Manitoba, Canada
$37.9M +$3.67M +43,685 +10%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$37.5M -$10.3M -123,295 -20%
AAM
84
Aberdeen Asset Management
United Kingdom
$37.4M -$1.04M -12,358 -2%
Sanders Capital
85
Sanders Capital
Florida
$35.9M -$411K -4,900 -1%
SIA
86
Sit Investment Associates
Minnesota
$35.4M -$781K -9,310 -2%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$33.7M +$5.52M +65,801 +17%
US Bancorp
88
US Bancorp
Minnesota
$33.5M -$293K -3,490 -0.8%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$32.9M +$6.02M +71,785 +20%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$32.6M +$5.07M +60,430 +16%
Prudential Financial
91
Prudential Financial
New Jersey
$32.1M -$9.6M -114,400 -21%
PI
92
Putnam Investments
Massachusetts
$31M -$15.5M -184,854 -31%
American Century Companies
93
American Century Companies
Missouri
$30.9M +$622K +7,410 +2%
JIM
94
Jupiter Investment Management
United Kingdom
$29.6M +$30M +357,493 +1,157%
SO
95
STRS Ohio
Ohio
$29M +$434K +5,168 +1%
RG
96
Renaissance Group
Kentucky
$28.8M -$259K -3,086 -0.8%
Fidelity International
97
Fidelity International
Bermuda
$28.3M -$24.4M -290,385 -44%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$28.3M +$903K +10,763 +3%
Nomura Holdings
99
Nomura Holdings
Japan
$27.4M -$17.2M -204,958 -37%
AFG
100
American Financial Group
Ohio
$27.3M +$15.1M +180,000 +101%

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.