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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
HCM
401
Harvey Capital Management
Florida
$2.01M -$48.1K -450 -2%
FUBT
402
First United Bank & Trust
Maryland
$2M +$130K +1,220 +7%
BCMO
403
Buckingham Capital Management (Ohio)
Ohio
$1.99M -$94.1K -880 -4%
LS
404
Livforsakringsbolaget Skandia
Sweden
$1.97M
GCA
405
Gideon Capital Advisors
New York
$1.96M +$1.62M +15,144 +463%
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$1.95M +$88K +823 +5%
RIM
407
Regent Investment Management
Kentucky
$1.95M
ANRIA
408
American National Registered Investment Advisor
Texas
$1.95M -$585K -5,475 -23%
MERSOM
409
Municipal Employees' Retirement System of Michigan
Michigan
$1.94M -$309K -2,890 -14%
JMPWA
410
JP Morgan Private Wealth Advisors
California
$1.93M +$29.3K +274 +2%
UCFA
411
United Capital Financial Advisors
Texas
$1.91M +$218K +2,044 +13%
MNBTD
412
Moody National Bank Trust Division
Texas
$1.9M -$585K -5,475 -23%
WTC
413
WhitTier Trust Company
Nevada
$1.88M +$55.5K +519 +3%
IA
414
IFP Advisors
Florida
$1.87M +$31.6K +296 +2%
AI
415
Atria Investments
North Carolina
$1.86M -$86.3K -807 -4%
KC
416
Kepos Capital
New York
$1.86M +$1.87M +17,517 New
SEIA
417
Signature Estate & Investment Advisors
California
$1.86M +$251K +2,351 +16%
Verition Fund Management
418
Verition Fund Management
Connecticut
$1.85M +$1.86M +17,407 New
SAM
419
Symphony Asset Management
California
$1.85M +$334K +3,123 +22%
OI
420
Oakbrook Investments
Illinois
$1.84M -$1.61M -15,100 -47%
SC
421
Scotia Capital
Ontario, Canada
$1.84M +$92.2K +863 +5%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$1.8M +$1.77M +16,571 +4,249%
FLPIM
423
F.L. Putnam Investment Management
Massachusetts
$1.8M +$1.81M +16,927 New
B
424
Barings
North Carolina
$1.79M -$1.22M -11,410 -40%
HCM
425
Hengehold Capital Management
Ohio
$1.79M +$11.1K +104 +0.6%

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.