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Prudential Financial

865 hedge funds and large institutions have $30.3B invested in Prudential Financial in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 328 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $457M | Put options by funds: $239M

50% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 58

2% more funds holding

Funds holding: 848865 (+17)

9% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 301

4% more capital invested

Capital invested by funds: $29.2B → $30.3B (+$1.12B)

0.83% more ownership

Funds ownership: 65.2%66.03% (+0.83%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
865
Holders Change
+17
Holders Change %
+2%
% of All Funds
21.53%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.55%
New
87
Increased
328
Reduced
301
Closed
58
Calls
$457M
Puts
$239M
Net Calls
+$218M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$1.89M -$298K -2,761 -13%
Squarepoint
402
Squarepoint
New York
$1.87M +$447K +4,141 +31%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$1.84M +$53.4K +495 +3%
FUBT
404
First United Bank & Trust
Maryland
$1.82M +$93.3K +865 +5%
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$1.81M +$89.6K +830 +5%
HCM
406
Hengehold Capital Management
Ohio
$1.8M -$574K -5,315 -24%
NBC
407
Neuberger Berman Canada
Ontario, Canada
$1.79M +$1.81M +16,814 New
WTC
408
WhitTier Trust Company
Nevada
$1.78M +$94.4K +875 +6%
IA
409
IFP Advisors
Florida
$1.75M -$16.3K -151 -0.9%
QC
410
Quadrature Capital
United Kingdom
$1.71M +$1.37M +12,730 +386%
V
411
Veritable
Delaware
$1.71M +$160K +1,484 +10%
AIM
412
Assured Investment Management
New York
$1.69M +$1.71M +15,856 New
UCFA
413
United Capital Financial Advisors
Texas
$1.68M -$96.4K -893 -5%
CRM
414
Capital Returns Management
New York
$1.65M +$1.67M +15,500 New
IB
415
Intrust Bank
Kansas
$1.65M +$14.2K +132 +0.9%
AI
416
Atria Investments
North Carolina
$1.65M +$24.3K +225 +1%
PLFAM
417
Pineno Levin & Ford Asset Management
Virginia
$1.65M
SC
418
Scotia Capital
Ontario, Canada
$1.64M +$20.9K +194 +1%
GFPC
419
Global Financial Private Capital
Florida
$1.62M +$1.64M +15,221 New
MIP
420
Marietta Investment Partners
Wisconsin
$1.62M +$219K +2,026 +15%
NB
421
Norinchukin Bank
Japan
$1.61M +$190K +1,765 +13%
WCBA
422
Weaver C. Barksdale & Associates
Tennessee
$1.61M +$355K +3,292 +28%
UR
423
USCA RIA
Texas
$1.6M +$122K +1,131 +8%
UB
424
UMB Bank
Missouri
$1.6M +$137K +1,270 +9%
LIA
425
LS Investment Advisors
Michigan
$1.57M +$44K +408 +3%

PRU Hedge Fund Activity: Q1 2017 in Review

865 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2017, worth a combined $30.3B — up 3.9% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PRU positions and 58 closed out — a net gain of 29 holders — while 328 added to existing stakes and 301 trimmed.

The largest buyer was BlackRock, adding an estimated $3.37B. The largest seller was Norges Bank, cutting an estimated $330M.

  • 865 institutional investors held Prudential Financial (PRU) as of Q1 2017, up from 848 in Q4 2016.
  • Funds reported $30.3B of Prudential Financial stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 87 funds opened new Prudential Financial positions in Q1 2017 and 58 closed out, a net change of +29 holders.
  • The largest Prudential Financial buyer in Q1 2017 was BlackRock, an estimated $3.37B added.
  • The largest Prudential Financial seller in Q1 2017 was Norges Bank, an estimated $330M sold.

Based on aggregated 13F filings for Q1 2017.