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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B +$72.9M +882,148 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.84B +$13.9M +167,821 +0.7%
Norges Bank
3
Norges Bank
Norway
$1.67B +$20.4M +246,253 +1%
State Street
4
State Street
Massachusetts
$1.51B +$13.9M +168,338 +0.9%
BIT
5
BlackRock Institutional Trust
California
$1.09B -$15.8M -191,497 -1%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$795M +$3.69M +44,694 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$755M +$25.1M +303,380 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$624M +$53.9M +652,030 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$591M +$20.8M +252,170 +4%
LTI
10
Laffer Tengler Investments
Tennessee
$567M
Goldman Sachs
11
Goldman Sachs
New York
$514M -$9.58M -115,934 -2%
Ameriprise
12
Ameriprise
Minnesota
$470M +$15.6M +188,910 +3%
Northern Trust
13
Northern Trust
Illinois
$412M -$27.5M -332,762 -6%
BG
14
BlackRock Group
United Kingdom
$409M -$14.4M -173,708 -3%
BFA
15
BlackRock Fund Advisors
California
$399M +$10.6M +128,269 +3%
BA
16
BlackRock Advisors
Delaware
$396M -$53.6M -648,429 -12%
Deutsche Bank
17
Deutsche Bank
Germany
$305M +$41.8M +505,663 +16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$304M +$19.6M +236,673 +7%
LSV Asset Management
19
LSV Asset Management
Illinois
$304M -$2.74M -33,152 -0.9%
Bank of America
20
Bank of America
North Carolina
$292M +$2.95M +35,714 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$283M -$1.29M -15,660 -0.4%
BIM
22
BlackRock Investment Management
Delaware
$234M -$5.16M -62,388 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$230M +$2.35M +28,394 +1%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$214M -$38.9M -470,068 -15%
NLI
25
Nippon Life Insurance
Japan
$210M -$114K -1,381 -0.1%

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.