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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$30.2M +$42.5K +514 +0.1%
RHBC
102
R.H. Bluestein & Co
Michigan
$30.2M +$1.1M +13,307 +4%
RG
103
Renaissance Group
Kentucky
$29.5M -$1.28M -15,445 -4%
JIM
104
Jupiter Investment Management
United Kingdom
$29.5M -$2.16M -26,080 -7%
AFG
105
American Financial Group
Ohio
$29.2M
AQR Capital Management
106
AQR Capital Management
Connecticut
$28.4M +$2.41M +29,155 +9%
AL
107
AJO LP
Pennsylvania
$28.4M +$3.1M +37,484 +12%
Franklin Resources
108
Franklin Resources
California
$28.1M -$118K -1,425 -0.4%
AIMCA
109
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$27.4M
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.4M -$535K -6,470 -2%
ZIM
111
Zacks Investment Management
Illinois
$27.3M -$773K -9,348 -3%
Aviva
112
Aviva
United Kingdom
$27.2M +$5.66M +68,509 +26%
WCM
113
Wedge Capital Management
North Carolina
$27.1M -$335K -4,050 -1%
CIM
114
Calvert Investment Management
Maryland
$26.7M +$2.04M +24,735 +8%
CCMH
115
Cornerstone Capital Management Holdings
New York
$26.5M +$1.8M +21,728 +7%
Jacobs Levy Equity Management
116
Jacobs Levy Equity Management
New Jersey
$25.5M -$439K -5,310 -2%
Citigroup
117
Citigroup
New York
$25.3M +$7.59M +91,754 +42%
USAA
118
United Services Automobile Association
Texas
$24.8M +$49.8K +602 +0.2%
Capital International Investors
119
Capital International Investors
California
$24.4M
PI
120
PGGM Investments
Netherlands
$24.1M -$962K -11,640 -4%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$23.5M -$288K -3,484 -1%
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$22.7M +$4.59M +55,540 +25%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$22.5M +$2.91M +35,154 +15%
National Pension Service
124
National Pension Service
South Korea
$21.9M +$1.25M +15,107 +6%
ACI
125
AMP Capital Investors
Australia
$21.8M -$1.83M -22,116 -8%

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.