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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
WA
451
WESPAC Advisors
California
$1.63M +$733K +6,505 +71%
JMPWA
452
JP Morgan Private Wealth Advisors
California
$1.62M -$192K -1,707 -10%
FTIOP
453
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.55M
WMSA
454
Weiss Multi-Strategy Advisers
New York
$1.55M +$710K +6,300 +72%
CBTWT
455
Community Bank & Trust (Waco, Texas)
Texas
$1.53M +$72.8K +646 +5%
UB
456
UMB Bank
Missouri
$1.52M +$47.2K +419 +3%
SA
457
Strategic Advisors
New York
$1.52M +$171K +1,513 +11%
MCM
458
Mork Capital Management
California
$1.51M
AIL
459
AGF Investments LLC
Ontario, Canada
$1.5M +$1.62M +14,400 +28,235%
JIM
460
Jupiter Investment Management
United Kingdom
$1.5M +$1.63M +14,443 New
V
461
Veritable
Delaware
$1.48M -$38.7K -343 -2%
Daiwa Securities Group
462
Daiwa Securities Group
Japan
$1.48M +$127K +1,128 +9%
AA
463
ALPS Advisors
Colorado
$1.47M +$796K +7,062 +99%
VF
464
Virtu Financial
New York
$1.46M +$1.33M +11,828 +519%
PP
465
Pegasus Partners
Wisconsin
$1.45M +$205K +1,816 +15%
BCP
466
Blue Chip Partners
Michigan
$1.45M -$65.3K -579 -4%
PP
467
Paloma Partners
Connecticut
$1.45M +$709K +6,289 +82%
IUHSA
468
Itau Unibanco Holding S.A.
Brazil
$1.44M +$888K +7,879 +130%
N
469
Natixis
France
$1.43M -$29.9M -265,556 -95%
FLPIM
470
F.L. Putnam Investment Management
Massachusetts
$1.42M -$122K -1,086 -7%
WAOTB
471
Wealth Advisors of Tampa Bay
Florida
$1.42M +$227K +2,010 +17%
GFA
472
Gifford Fong Associates
California
$1.4M +$1.52M +13,500 New
WWM
473
Willingdon Wealth Management
North Carolina
$1.4M +$526K +4,667 +53%
MIP
474
Marietta Investment Partners
Wisconsin
$1.39M -$154K -1,370 -9%
II
475
IFM Investors
Australia
$1.37M +$139K +1,232 +10%

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.