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Prudential Financial

884 hedge funds and large institutions have $29.7B invested in Prudential Financial in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 310 increasing their positions, 346 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $465M | Put options by funds: $273M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

0% more funds holding

Funds holding: 880884 (+4)

0.11% less ownership

Funds ownership: 65.58%65.47% (-0.11%)

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$692M)

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 346

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
884
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
22.04%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
68
Increased
310
Reduced
346
Closed
55
Calls
$465M
Puts
$273M
Net Calls
+$193M
Net Calls Change
-$76.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$3.46M -$184K -1,726 -5%
NB
327
NBT Bank
New York
$3.45M -$440K -4,113 -11%
SFS
328
Strategic Financial Services
New York
$3.44M +$107K +1,000 +3%
SIM
329
Sentry Investment Management
Wisconsin
$3.31M
TMAM
330
Tokio Marine Asset Management
Japan
$3.31M -$143K -1,335 -4%
SDIC
331
South Dakota Investment Council
South Dakota
$3.24M -$2.24M -21,000 -41%
OC
332
Oppenheimer & Co
New York
$3.2M +$64.1K +600 +2%
HW
333
Hancock Whitney
Mississippi
$3.2M -$159K -1,488 -5%
BKA
334
Brick & Kyle Associates
Pennsylvania
$3.2M +$30.4K +284 +1%
FFSOTS
335
Fiduciary Financial Services of The Southwest
Texas
$3.1M -$33.1K -310 -1%
LTFS
336
Ladenburg Thalmann Financial Services
Florida
$3.08M -$145K -1,360 -4%
VIA
337
Virtus Investment Advisers
Connecticut
$2.98M -$173K -1,623 -5%
GIA
338
Gargoyle Investment Advisor
New Jersey
$2.96M
BFA
339
Bragg Financial Advisors
North Carolina
$2.96M +$88.7K +830 +3%
MCM
340
Mengis Capital Management
Oregon
$2.96M +$37.4K +350 +1%
AOWM
341
Alpha Omega Wealth Management
Virginia
$2.95M +$40.1K +375 +1%
TCM
342
Twin Capital Management
Pennsylvania
$2.92M +$66.7K +624 +2%
HighTower Advisors
343
HighTower Advisors
Illinois
$2.9M +$146K +1,366 +5%
NEI
344
Northwest & Ethical Investments
Ontario, Canada
$2.89M -$1.16M -10,841 -28%
GG
345
Gofen & Glossberg
Illinois
$2.87M -$63.1K -590 -2%
FAB
346
First American Bank
Illinois
$2.85M -$199K -1,865 -7%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$2.84M +$10.7K +100 +0.4%
KRS
348
Kentucky Retirement Systems
Kentucky
$2.8M -$124K -1,160 -4%
American Century Companies
349
American Century Companies
Missouri
$2.79M +$337K +3,153 +14%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$2.79M +$112K +1,044 +4%

PRU Hedge Fund Activity: Q3 2017 in Review

884 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2017, worth a combined $29.7B — down 2.3% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PRU positions and 55 closed out — a net gain of 13 holders — while 310 added to existing stakes and 346 trimmed.

The largest buyer was APG Asset Management, adding an estimated $183M. The largest seller was Jupiter Investment Management, cutting an estimated $150M.

  • 884 institutional investors held Prudential Financial (PRU) as of Q3 2017, up from 880 in Q2 2017.
  • Funds reported $29.7B of Prudential Financial stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 68 funds opened new Prudential Financial positions in Q3 2017 and 55 closed out, a net change of +13 holders.
  • The largest Prudential Financial buyer in Q3 2017 was APG Asset Management, an estimated $183M added.
  • The largest Prudential Financial seller in Q3 2017 was Jupiter Investment Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.