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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
FFSOTS
351
Fiduciary Financial Services of The Southwest
Texas
$3.15M +$154K +1,367 +5%
OLA
352
Oliver Luxxe Assets
New Jersey
$3.15M +$3.43M +30,395 New
OC
353
Oppenheimer & Co
New York
$3.13M +$9.69K +86 +0.3%
RIM
354
Rampart Investment Management
Connecticut
$3.13M +$2.75M +24,405 +420%
BKA
355
Brick & Kyle Associates
Pennsylvania
$3.11M +$564 +5 +0%
Envestnet Asset Management
356
Envestnet Asset Management
Illinois
$3.11M -$1.72M -15,271 -33%
VIA
357
Vident Investment Advisory
Georgia
$3.08M +$546K +4,843 +20%
AOWM
358
Alpha Omega Wealth Management
Virginia
$3.06M +$82.2K +729 +3%
NEI
359
Northwest & Ethical Investments
Ontario, Canada
$3.05M +$1.93M +17,086 +138%
HW
360
Hancock Whitney
Mississippi
$3.04M -$4.4K -39 -0.1%
GFPC
361
Global Financial Private Capital
Florida
$3.01M +$112K +996 +4%
SMDAM
362
Sumitomo Mitsui DS Asset Management
Japan
$3M -$208K -1,846 -6%
FAB
363
First American Bank
Illinois
$3M +$48.9K +434 +2%
DDC
364
DF Dent & Co
Maryland
$2.98M +$2.35M +20,831 +262%
BDS
365
Banco de Sabadell
Florida
$2.96M +$1.5M +13,275 +87%
FFWA
366
FRG Family Wealth Advisors
Washington
$2.9M +$73.8K +655 +2%
NFA
367
Nuveen Fund Advisors
Illinois
$2.88M -$2M -17,763 -39%
GIA
368
Gateway Investment Advisers
Ohio
$2.88M -$323K -2,869 -9%
AG
369
Advisor Group
Arizona
$2.85M +$117K +1,037 +4%
SCM
370
Stevens Capital Management
Pennsylvania
$2.83M -$13.7M -121,678 -82%
AAM
371
Advisors Asset Management
Colorado
$2.8M +$41.4K +367 +1%
NB
372
Norinchukin Bank
Japan
$2.79M -$26.8K -238 -0.9%
AI
373
Atria Investments
North Carolina
$2.77M +$373K +3,309 +14%
AIFS
374
A&I Financial Services
Colorado
$2.76M +$45.6K +405 +2%
MM
375
Midas Management
New York
$2.74M +$2.99M +26,500 New

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.