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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
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$5.57M -$39.4M -349,776 -87%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$5.56M +$254K +2,257 +4%
NAM
278
Nissay Asset Management
Japan
$5.54M -$485K -4,303 -7%
M&T Bank
279
M&T Bank
New York
$5.48M -$217K -1,921 -4%
AB
280
Amalgamated Bank
New York
$5.46M -$140K -1,239 -2%
AIM
281
Assured Investment Management
New York
$5.42M +$2.08M +18,458 +54%
CEP
282
Chicago Equity Partners
Illinois
$5.39M -$994K -8,815 -14%
VWM
283
Venturi Wealth Management
Texas
$5.32M +$204K +1,809 +4%
TAF
284
Tredje AP-fonden
Sweden
$5.29M +$29.3K +260 +0.5%
SIA
285
Sit Investment Associates
Minnesota
$5.29M -$55.8K -495 -1%
PA
286
Pinnacle Associates
New York
$5.22M -$214K -1,898 -4%
TSW
287
Thompson Siegel & Walmsley
Virginia
$5.18M -$503K -4,462 -8%
B
288
BP
United Kingdom
$5.18M
GCM
289
Garland Capital Management
Washington
$5.13M +$113K +1,000 +2%
GC
290
Gratus Capital
Georgia
$5.07M -$839K -7,448 -13%
BA
291
Boston Advisors
Massachusetts
$5.04M -$11.4M -100,803 -67%
CA
292
Commerzbank Aktiengesellschaft
Germany
$5.04M +$511K +4,531 +10%
MWA
293
Marshall Wace Asia
Hong Kong
$5.03M +$5.48M +48,600 New
ECM
294
Element Capital Management
New York
$5.03M +$5.48M +48,607 New
OIM
295
Opus Investment Management
Massachusetts
$5M
FWIA
296
Fort Washington Investment Advisors
Ohio
$4.95M -$987K -8,759 -15%
B
297
Bailard
California
$4.93M -$142K -1,261 -3%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$4.93M +$192K +1,700 +4%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$4.92M +$1.18M +10,447 +28%
PSUF
300
People's United Financial
Connecticut
$4.9M -$345K -3,057 -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.