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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
RHBC
101
R.H. Bluestein & Co
Michigan
$27.3M -$1.57M -18,704 -5%
DCLA
102
Douglas C. Lane & Associates
New York
$27.1M +$26M +309,721 +681%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$26.9M -$29.1M -346,400 -50%
Franklin Resources
104
Franklin Resources
California
$26.4M -$1.07M -12,775 -4%
ZIM
105
Zacks Investment Management
Illinois
$26.2M -$7.16M -85,359 -20%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.1M +$60.3K +719 +0.2%
WCM
107
Wedge Capital Management
North Carolina
$25.7M -$4.57M -54,450 -14%
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.7M +$28.3M +336,800 New
Millennium Management
109
Millennium Management
New York
$24.8M +$27.3M +325,035 New
CGM
110
Capital Growth Management
Massachusetts
$24.8M -$52M -620,000 -66%
AQR Capital Management
111
AQR Capital Management
Connecticut
$24.4M -$15.6M -185,584 -37%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$24.3M -$309K -3,680 -1%
SG Americas Securities
113
SG Americas Securities
New York
$23.9M +$71.9M +857,212 +2,155%
AL
114
AJO LP
Pennsylvania
$23.7M +$7.88M +93,911 +43%
PI
115
PGGM Investments
Netherlands
$23.4M +$186K +2,221 +0.7%
CIM
116
Calvert Investment Management
Maryland
$23.1M +$21.6M +257,490 +558%
USAA
117
United Services Automobile Association
Texas
$23.1M +$449K +5,352 +2%
CCMH
118
Cornerstone Capital Management Holdings
New York
$23.1M +$2.22M +26,508 +10%
Capital International Investors
119
Capital International Investors
California
$22.9M
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$22.3M -$4.98M -59,315 -17%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$22.3M -$385K -4,585 -2%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$21.8M +$16.4M +196,044 +217%
ACI
123
AMP Capital Investors
Australia
$21.5M -$457K -5,447 -2%
VRS
124
Virginia Retirement Systems
Virginia
$21.5M +$1.73M +20,633 +8%
SFM
125
Systematic Financial Management
New Jersey
$20.5M +$8.8M +104,912 +64%

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.