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Prudential Financial

988 hedge funds and large institutions have $28.6B invested in Prudential Financial in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 363 increasing their positions, 352 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

3% more funds holding

Funds holding: 963988 (+25)

3% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 352

0.9% less ownership

Funds ownership: 66.58%65.69% (-0.9%)

6% less call options, than puts

Call options by funds: $176M | Put options by funds: $187M

12% less capital invested

Capital invested by funds: $32.4B → $28.6B (-$3.78B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
988
Holders Change
+25
Holders Change %
+2.6%
% of All Funds
22.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.3%
New
107
Increased
363
Reduced
352
Closed
71
Calls
$176M
Puts
$187M
Net Calls
-$11.3M
Net Calls Change
+$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
251
ExxonMobil Investment Management
Texas
$6.69M -$317K -2,814 -4%
CM
252
Capital Management
Virginia
$6.69M -$801K -7,110 -10%
CRCP
253
Copper Rock Capital Partners
Massachusetts
$6.62M -$3.64M -32,263 -34%
MPM
254
Meritage Portfolio Management
Kansas
$6.53M -$74.6K -662 -1%
WB
255
WesBanco Bank
West Virginia
$6.39M +$92.2K +818 +1%
FBP
256
Flippin Bruce & Porter
Virginia
$6.35M +$157K +1,391 +2%
BCM
257
BTC Capital Management
Iowa
$6.33M +$2.89M +25,601 +72%
GCMG
258
Gyroscope Capital Management Group
Florida
$6.15M +$715K +6,340 +12%
MYIA
259
Mount Yale Investment Advisors
Colorado
$6.12M +$6.66M +59,108 New
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$6.11M +$2.92M +25,908 +78%
Truist Financial
261
Truist Financial
North Carolina
$6.1M +$155K +1,371 +2%
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$6.09M -$684K -6,073 -9%
FT
263
Fiduciary Trust
Massachusetts
$6.09M +$724K +6,423 +12%
MSA
264
Mason Street Advisors
Wisconsin
$6.09M -$31.2K -277 -0.5%
Marshall Wace
265
Marshall Wace
United Kingdom
$6.04M +$6.57M +58,320 New
MCIM
266
Meadow Creek Investment Management
Georgia
$6.01M -$5.2M -46,178 -44%
LG
267
Leuthold Group
Minnesota
$5.88M -$1.06M -9,430 -14%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$5.85M -$73.5K -652 -1%
Credit Agricole
269
Credit Agricole
France
$5.82M +$611K +5,420 +11%
LPL Financial
270
LPL Financial
California
$5.81M +$567K +5,027 +10%
ST
271
Sentinel Trust
Texas
$5.74M -$154K -1,370 -2%
AF
272
Alerus Financial
North Dakota
$5.68M -$937K -8,311 -13%
DCM
273
Dupont Capital Management
Delaware
$5.67M +$366K +3,244 +6%
CB
274
Cadence Bank
Mississippi
$5.59M +$320K +2,835 +6%
MOACM
275
Mutual of America Capital Management
New York
$5.59M -$36.2K -321 -0.6%

PRU Hedge Fund Activity: Q1 2018 in Review

988 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2018, worth a combined $28.6B — down 12% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PRU positions and 71 closed out — a net gain of 36 holders — while 363 added to existing stakes and 352 trimmed.

The largest buyer was Charles Schwab, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $1.26B.

  • 988 institutional investors held Prudential Financial (PRU) as of Q1 2018, up from 963 in Q4 2017.
  • Funds reported $28.6B of Prudential Financial stock for Q1 2018, down 12% quarter-over-quarter.
  • 107 funds opened new Prudential Financial positions in Q1 2018 and 71 closed out, a net change of +36 holders.
  • The largest Prudential Financial buyer in Q1 2018 was Charles Schwab, an estimated $134M added.
  • The largest Prudential Financial seller in Q1 2018 was Capital Research Global Investors, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2018.