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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
Connor, Clark & Lunn Investment Management (CC&L)
176
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.2M +$11.7M +139,300 +1,730%
ZA
177
Zweig Advisers
Connecticut
$11.1M
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$10.9M
KBC Group
179
KBC Group
Belgium
$10.9M -$8.09M -96,401 -40%
OTPPB
180
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.8M -$5.66M -67,479 -32%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$10.8M -$2.45M -29,199 -17%
WI
182
Wafra Inc
New York
$10.6M -$6.08M -72,491 -34%
Comerica Bank
183
Comerica Bank
Texas
$10.5M -$13.3M -158,427 -53%
ABC
184
Associated Banc-Corp
Wisconsin
$10.5M +$82.7K +986 +0.7%
GH
185
GAM Holding
Switzerland
$10.3M +$2.03M +24,185 +22%
ACM
186
Argent Capital Management
Missouri
$10.1M +$158K +1,886 +1%
GIBU
187
Gulf International Bank (UK)
United Kingdom
$9.95M
BOTW
188
Bank of the West
California
$9.94M +$295K +3,515 +3%
MAM
189
Martingale Asset Management
Massachusetts
$9.7M +$2.07M +24,612 +24%
ASRS
190
Arizona State Retirement System
Arizona
$9.4M +$10.4M +123,408 New
EA
191
Euclid Advisors
Connecticut
$9.22M -$382K -4,550 -4%
PR
192
Payden & Rygel
California
$9.21M +$4.04M +48,200 +66%
TCSAM
193
Tyrus Capital S.A.M.
Monaco
$9.21M +$10.1M +120,833 New
EAM
194
EverPoint Asset Management
Connecticut
$9.14M +$10.1M +120,000 New
CNAM
195
Campbell Newman Asset Management
Wisconsin
$9.13M -$1.42M -16,901 -12%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.06M -$3.1M -37,000 -24%
HIMCH
197
Hartford Investment Management Co (HIMCO)
Connecticut
$9.03M +$20.4K +243 +0.2%
PFM
198
Parsec Financial Management
North Carolina
$8.81M +$399K +4,758 +4%
CL
199
Croft-Leominster
Maryland
$8.79M -$513K -6,110 -5%
IG
200
ING Group
Netherlands
$8.6M -$3.09M -36,808 -25%

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.