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Prudential Financial

791 hedge funds and large institutions have $25.9B invested in Prudential Financial in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 288 increasing their positions, 277 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 37

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

59% more call options, than puts

Call options by funds: $429M | Put options by funds: $269M

9% more capital invested

Capital invested by funds: $23.7B → $25.9B (+$2.15B)

7% more funds holding

Funds holding: 741791 (+50)

4% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 277

0.35% more ownership

Funds ownership: 65.35%65.7% (+0.35%)

Holders
791
Holders Change
+50
Holders Change %
+6.75%
% of All Funds
21.31%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.62%
New
96
Increased
288
Reduced
277
Closed
37
Calls
$429M
Puts
$269M
Net Calls
+$160M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B +$29.1M +342,347 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.96B -$42.2M -497,023 -2%
Norges Bank
3
Norges Bank
Norway
$1.76B -$8.94M -105,355 -0.5%
State Street
4
State Street
Massachusetts
$1.62B -$87.6M -1,032,652 -5%
BIT
5
BlackRock Institutional Trust
California
$1.1B -$38.4M -452,062 -3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$843M -$8.49M -100,043 -1%
Morgan Stanley
7
Morgan Stanley
New York
$841M +$158M +1,857,231 +24%
JP Morgan Chase
8
JP Morgan Chase
New York
$678M +$43.8M +515,950 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$592M +$55.9M +658,250 +11%
Goldman Sachs
10
Goldman Sachs
New York
$573M +$12.1M +142,775 +2%
Northern Trust
11
Northern Trust
Illinois
$487M -$3.31M -39,031 -0.7%
BA
12
BlackRock Advisors
Delaware
$452M -$22.4M -263,698 -5%
BFA
13
BlackRock Fund Advisors
California
$402M -$2.73M -32,146 -0.7%
LSV Asset Management
14
LSV Asset Management
Illinois
$331M +$122K +1,442 +0%
BG
15
BlackRock Group
United Kingdom
$329M -$10.2M -119,666 -3%
Boston Partners
16
Boston Partners
Massachusetts
$326M -$74.2M -874,201 -19%
Ameriprise
17
Ameriprise
Minnesota
$316M +$70.8M +833,899 +30%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$304M -$1.34M -15,756 -0.5%
Deutsche Bank
19
Deutsche Bank
Germany
$303M -$48.4M -570,834 -14%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$302M +$22.4M +264,545 +8%
TCIM
21
TIAA CREF Investment Management
New York
$285M -$43.6M -513,504 -14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$246M -$720K -8,490 -0.3%
BIM
23
BlackRock Investment Management
Delaware
$233M +$4.24M +49,918 +2%
NLI
24
Nippon Life Insurance
Japan
$227M -$49.6K -584 -0%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$218M -$11.4M -134,047 -5%

PRU Hedge Fund Activity: Q2 2015 in Review

791 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2015, worth a combined $25.9B — up 9.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PRU positions and 37 closed out — a net gain of 59 holders — while 288 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $158M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 791 institutional investors held Prudential Financial (PRU) as of Q2 2015, up from 741 in Q1 2015.
  • Funds reported $25.9B of Prudential Financial stock for Q2 2015, up 9.1% quarter-over-quarter.
  • 96 funds opened new Prudential Financial positions in Q2 2015 and 37 closed out, a net change of +59 holders.
  • The largest Prudential Financial buyer in Q2 2015 was Morgan Stanley, an estimated $158M added.
  • The largest Prudential Financial seller in Q2 2015 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2015.