We are live on ! Find out more
PRU icon

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
JMPWA
426
JP Morgan Private Wealth Advisors
California
$1.56M +$371K +3,436 +31%
MCM
427
Mork Capital Management
California
$1.56M
HT
428
Heritage Trust
Oklahoma
$1.55M +$1.57M +14,521 New
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$1.55M +$1.27M +11,800 +437%
CBTWT
430
Community Bank & Trust (Waco, Texas)
Texas
$1.51M
SAM
431
Symphony Asset Management
California
$1.5M +$589K +5,461 +63%
PA
432
Profund Advisors
Maryland
$1.48M -$21.3K -197 -1%
Verition Fund Management
433
Verition Fund Management
Connecticut
$1.48M +$652K +6,044 +77%
WA
434
WBH Advisory
Maryland
$1.48M +$80.9K +750 +6%
LAM
435
Lingohr Asset Management
Germany
$1.46M -$283K -2,625 -16%
OFS
436
Orrstown Financial Services
Pennsylvania
$1.44M -$182K -1,686 -11%
Creative Planning
437
Creative Planning
Kansas
$1.43M +$121K +1,125 +9%
RJT
438
Raymond James Trust
Florida
$1.42M +$96.5K +894 +7%
DZ Bank
439
DZ Bank
Germany
$1.41M -$220K -2,038 -13%
Wolverine Trading
440
Wolverine Trading
Illinois
$1.4M +$137K +1,268 +11%
SPIA
441
Steward Partners Investment Advisory
New York
$1.4M +$793K +7,351 +128%
CWM
442
Concert Wealth Management
California
$1.38M -$82.7K -766 -5%
FFA
443
First Foundation Advisors
California
$1.38M -$4.21K -39 -0.3%
BVDMP
444
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.38M
PP
445
Patten & Patten
Tennessee
$1.38M +$143K +1,328 +11%
FAAS
446
First Allied Advisory Services
California
$1.37M +$1.62K +15 +0.1%
Fuller & Thaler Asset Management
447
Fuller & Thaler Asset Management
California
$1.37M +$237K +2,200 +21%
ECM
448
Everence Capital Management
Indiana
$1.36M
LPT
449
Legacy Private Trust
Wisconsin
$1.34M -$40.5K -375 -3%
BCM
450
Bluefin Capital Management
New York
$1.33M +$1.35M +12,500 New

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.