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Prudential Financial

848 hedge funds and large institutions have $29.2B invested in Prudential Financial in 2016 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 277 increasing their positions, 305 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 44

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

77% more call options, than puts

Call options by funds: $846M | Put options by funds: $479M

28% more capital invested

Capital invested by funds: $22.8B → $29.2B (+$6.35B)

12% more funds holding

Funds holding: 758848 (+90)

0.34% more ownership

Funds ownership: 64.86%65.2% (+0.34%)

9% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 305

Holders
848
Holders Change
+90
Holders Change %
+11.87%
% of All Funds
21.2%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.63%
New
149
Increased
277
Reduced
305
Closed
44
Calls
$846M
Puts
$479M
Net Calls
+$367M
Net Calls Change
+$319M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$12.9M +135,701 +0.5%
State Street
2
State Street
Massachusetts
$2.11B +$186M +1,966,517 +11%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.1B -$133M -1,400,617 -6%
Norges Bank
4
Norges Bank
Norway
$1.84B -$161M -1,693,328 -9%
BIT
5
BlackRock Institutional Trust
California
$1.28B -$52.9M -557,964 -4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.25B +$648M +6,834,373 +131%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$876M -$77.3M -814,918 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$664M -$49.1M -518,200 -8%
BFA
9
BlackRock Fund Advisors
California
$596M +$53.2M +561,332 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$572M +$48.6M +512,907 +10%
Morgan Stanley
11
Morgan Stanley
New York
$547M -$143M -1,504,013 -22%
Northern Trust
12
Northern Trust
Illinois
$528M +$9.55M +100,690 +2%
BG
13
BlackRock Group
United Kingdom
$514M -$33.5M -353,437 -7%
BA
14
BlackRock Advisors
Delaware
$449M -$61.8M -652,056 -13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$408M +$24.8M +261,692 +7%
Ameriprise
16
Ameriprise
Minnesota
$402M -$113M -1,189,373 -24%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$377M -$71.5M -754,281 -17%
LSV Asset Management
18
LSV Asset Management
Illinois
$354M -$18.9M -199,440 -6%
Goldman Sachs
19
Goldman Sachs
New York
$315M -$3.92M -41,395 -1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$304M +$296K +3,122 +0.1%
BIM
21
BlackRock Investment Management
Delaware
$275M -$17.2M -181,616 -6%
Bank of America
22
Bank of America
North Carolina
$273M +$36M +380,174 +17%
NLI
23
Nippon Life Insurance
Japan
$269M +$79.8K +842 +0%
Legal & General Group
24
Legal & General Group
United Kingdom
$230M +$726K +7,655 +0.3%
Allianz Asset Management
25
Allianz Asset Management
Germany
$222M +$5.97M +62,964 +3%

PRU Hedge Fund Activity: Q4 2016 in Review

848 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2016, worth a combined $29.2B — up 28% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new PRU positions and 44 closed out — a net gain of 105 holders — while 277 added to existing stakes and 305 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $648M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $163M sold.

  • 848 institutional investors held Prudential Financial (PRU) as of Q4 2016, up from 758 in Q3 2016.
  • Funds reported $29.2B of Prudential Financial stock for Q4 2016, up 28% quarter-over-quarter.
  • 149 funds opened new Prudential Financial positions in Q4 2016 and 44 closed out, a net change of +105 holders.
  • The largest Prudential Financial buyer in Q4 2016 was Capital Research Global Investors, an estimated $648M added.
  • The largest Prudential Financial seller in Q4 2016 was Arrowstreet Capital, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2016.