We are live on ! Find out more
PRU icon

Prudential Financial

758 hedge funds and large institutions have $20.8B invested in Prudential Financial in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $348M | Put options by funds: $286M

1.14% more ownership

Funds ownership: 66.28%67.41% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

4% less funds holding

Funds holding: 791758 (-33)

16% less capital invested

Capital invested by funds: $24.7B → $20.8B (-$3.92B)

26% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 81

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
758
Holders Change
-33
Holders Change %
-4.17%
% of All Funds
20.2%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.27%
New
60
Increased
301
Reduced
276
Closed
81
Calls
$348M
Puts
$286M
Net Calls
+$62.1M
Net Calls Change
+$58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B +$88.2M +1,265,290 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.59B -$48.7M -698,899 -3%
Norges Bank
3
Norges Bank
Norway
$1.43B -$47.4M -680,000 -3%
State Street
4
State Street
Massachusetts
$1.34B +$133K +1,905 +0%
BIT
5
BlackRock Institutional Trust
California
$941M -$24.7M -354,655 -3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$686M -$18.3M -262,593 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$541M -$11.9M -170,687 -2%
Morgan Stanley
8
Morgan Stanley
New York
$536M -$129M -1,844,938 -20%
JP Morgan Chase
9
JP Morgan Chase
New York
$420M -$101M -1,443,751 -20%
BG
10
BlackRock Group
United Kingdom
$384M +$20.9M +300,294 +6%
Ameriprise
11
Ameriprise
Minnesota
$367M -$48.6M -696,553 -12%
Northern Trust
12
Northern Trust
Illinois
$363M -$2.02M -29,027 -0.6%
Goldman Sachs
13
Goldman Sachs
New York
$362M -$90.3M -1,295,168 -21%
BA
14
BlackRock Advisors
Delaware
$351M -$158K -2,259 -0%
BFA
15
BlackRock Fund Advisors
California
$349M -$4.24M -60,847 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$278M +$7.99M +114,558 +3%
LSV Asset Management
17
LSV Asset Management
Illinois
$270M +$786K +11,277 +0.3%
Bank of America
18
Bank of America
North Carolina
$246M -$12.6M -180,318 -5%
Deutsche Bank
19
Deutsche Bank
Germany
$236M -$33.7M -483,036 -13%
BIM
20
BlackRock Investment Management
Delaware
$205M -$2.14M -30,626 -1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$203M -$798K -11,449 -0.4%
NLI
22
Nippon Life Insurance
Japan
$187M -$3.42K -49 -0%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$168M -$15M -215,660 -8%
Allianz Asset Management
24
Allianz Asset Management
Germany
$167M -$7.71M -110,506 -5%
CCM
25
Causeway Capital Management
California
$165M +$22.3M +319,273 +19%

PRU Hedge Fund Activity: Q1 2016 in Review

758 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2016, worth a combined $20.8B — down 16% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of PRU and 60 opened new positions — a net loss of 21 holders — while 276 trimmed existing stakes and 301 added.

The largest buyer was Royal London Asset Management, adding an estimated $542M. The largest seller was Morgan Stanley, cutting an estimated $129M.

  • 758 institutional investors held Prudential Financial (PRU) as of Q1 2016, down from 791 in Q4 2015.
  • Funds reported $20.8B of Prudential Financial stock for Q1 2016, down 16% quarter-over-quarter.
  • 60 funds opened new Prudential Financial positions in Q1 2016 and 81 closed out, a net change of -21 holders.
  • The largest Prudential Financial buyer in Q1 2016 was Royal London Asset Management, an estimated $542M added.
  • The largest Prudential Financial seller in Q1 2016 was Morgan Stanley, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2016.