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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
Aviva
126
Aviva
United Kingdom
$20.3M -$527K -6,283 -2%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$19.4M -$457K -5,445 -2%
National Pension Service
128
National Pension Service
South Korea
$19.3M +$4.18M +49,804 +24%
RJA
129
Raymond James & Associates
Florida
$19.2M +$1.24M +14,738 +6%
PAMU
130
Pictet Asset Management (UK)
United Kingdom
$19M -$394K -4,700 -2%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$18.8M -$465K -5,537 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
132
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.5M -$13.1M -156,100 -39%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$18.3M +$6.18M +73,682 +44%
Macquarie Group
134
Macquarie Group
Australia
$18.2M -$29.8K -355 -0.1%
BA
135
Boston Advisors
Massachusetts
$18.1M -$265K -3,162 -1%
RCM
136
Redwood Capital Management
New York
$18M
EVM
137
Eaton Vance Management
Massachusetts
$17.6M +$4.17M +49,742 +27%
CC
138
Carlson Capital
Texas
$17.3M -$11.4M -135,974 -38%
JAM
139
JCIC Asset Management
Ontario, Canada
$16.8M -$1.78M -21,211 -9%
ECA
140
Endeavour Capital Advisors
Connecticut
$16.8M
Citigroup
141
Citigroup
New York
$16.7M -$27.2M -324,328 -60%
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
$16.7M -$505K -6,024 -3%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$16.5M +$1.07M +12,700 +6%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$16.4M -$149K -1,770 -0.8%
AG
145
Aperio Group
California
$15.8M +$2.18M +26,005 +14%
Los Angeles Capital Management
146
Los Angeles Capital Management
California
$15.7M -$5.25M -62,556 -23%
AIG
147
American International Group
New York
$15.6M -$405K -4,829 -2%
ADEF
148
Adams Diversified Equity Fund
Maryland
$14.9M
Fiera Capital (Canada)
149
Fiera Capital (Canada)
Quebec, Canada
$14.8M +$3.47M +41,394 +27%
Barclays
150
Barclays
United Kingdom
$14.6M -$8.92M -106,310 -36%

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.