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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
KWILP
326
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.11M +$568K +5,037 +15%
Connor, Clark & Lunn Investment Management (CC&L)
327
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.03M -$3.61M -32,025 -45%
SW
328
SVB Wealth
Massachusetts
$3.97M +$2.25M +19,937 +108%
FNT
329
First National Trust
Pennsylvania
$3.96M +$59.6K +529 +1%
COPPSERS
330
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.91M -$18.6K -165 -0.4%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$3.89M -$224K -1,984 -5%
PFM
332
Premier Fund Managers
United Kingdom
$3.83M
FMBTD
333
First Midwest Bank Trust Division
Illinois
$3.8M -$875K -7,762 -17%
AAIM
334
American Assets Investment Management
California
$3.77M
Verition Fund Management
335
Verition Fund Management
Connecticut
$3.75M +$951K +8,438 +30%
SAM
336
Sompo Asset Management
Japan
$3.73M +$3.18M +28,170 +361%
CAL
337
Capital Analysts LLC
Pennsylvania
$3.67M +$3.99M +35,437 New
CB
338
Chemical Bank
Michigan
$3.5M +$77K +683 +2%
DCM
339
Delta Capital Management
New Jersey
$3.45M -$42.8K -380 -1%
LTFS
340
Ladenburg Thalmann Financial Services
Florida
$3.43M +$314K +2,784 +9%
WBC
341
Westpac Banking Corp
Australia
$3.35M
NB
342
NBT Bank
New York
$3.34M -$12.7K -113 -0.3%
BFA
343
Bragg Financial Advisors
North Carolina
$3.28M +$235K +2,085 +7%
SFS
344
Strategic Financial Services
New York
$3.27M -$25.9K -230 -0.7%
IG
345
ING Group
Netherlands
$3.26M -$999K -8,861 -22%
OTPPB
346
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.25M -$6.5M -57,653 -65%
MCM
347
Mengis Capital Management
Oregon
$3.24M +$248K +2,200 +8%
SIM
348
Sentry Investment Management
Wisconsin
$3.23M +$239K +2,121 +7%
OMCS
349
Old Mutual Customised Solutions
South Africa
$3.21M +$361K +3,200 +12%
SDIC
350
South Dakota Investment Council
South Dakota
$3.16M

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.