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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
SB
301
Suntrust Banks
Georgia
$4.84M +$890K +7,892 +20%
CC
302
Cipher Capital
New York
$4.83M -$3.15M -27,958 -37%
RCM
303
Riverhead Capital Management
Delaware
$4.82M -$4.15M -36,807 -44%
SLAM
304
Swiss Life Asset Management
$4.76M +$1.61M +14,269 +45%
RIM
305
Redpoint Investment Management
Australia
$4.67M +$30.9K +274 +0.6%
KC
306
Kepos Capital
New York
$4.67M +$779K +6,909 +18%
CGH
307
Crossmark Global Holdings
Texas
$4.67M -$154K -1,363 -3%
MYAM
308
Meiji Yasuda Asset Management
Japan
$4.64M +$185K +1,639 +4%
EAM
309
Eagle Asset Management
Florida
$4.64M +$5.75K +51 +0.1%
NC
310
Northpointe Capital
Michigan
$4.44M -$121K -1,073 -2%
HCMT
311
Highland Capital Management (Tennessee)
Tennessee
$4.42M -$298K -2,640 -6%
LNB
312
Ledyard National Bank
$4.4M +$4.51M +40,015 +1,622%
SAM
313
Securian Asset Management
Minnesota
$4.38M -$33.8K -300 -0.7%
IA
314
IndexIQ Advisors
New York
$4.38M +$3.96M +35,113 +487%
PWLP
315
Prio Wealth Limited Partnership
Massachusetts
$4.37M -$45.9K -407 -1%
FCM
316
Flinton Capital Management
Pennsylvania
$4.37M -$3.79M -33,584 -44%
UR
317
USCA RIA
Texas
$4.35M -$575K -5,100 -11%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$4.27M -$3.07M -27,245 -40%
HighTower Advisors
319
HighTower Advisors
Illinois
$4.24M +$1.08M +9,572 +31%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$4.19M -$67.6K -600 -1%
TW
321
Transform Wealth
Colorado
$4.18M -$496K -4,400 -10%
CIP
322
Convergence Investment Partners
Florida
$4.16M +$2.76M +24,491 +156%
FNBT
323
FineMark National Bank & Trust
Florida
$4.15M +$338K +2,996 +8%
CIC
324
Cornercap Investment Counsel
Georgia
$4.13M +$125K +1,112 +3%
MAM
325
Meeder Asset Management
Ohio
$4.12M +$4.18M +37,118 +1,400%

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.