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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
UBS AM
26
UBS AM
Illinois
$188M +$4.26M +39,435 +2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$163M +$33.1M +306,300 +25%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$161M +$163M +1,509,746 New
Principal Financial Group
29
Principal Financial Group
Iowa
$159M -$13.6M -125,608 -8%
Invesco
30
Invesco
Georgia
$152M +$22.4M +207,951 +17%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$147M -$7.14M -66,198 -5%
Charles Schwab
32
Charles Schwab
California
$143M +$4.24M +39,258 +3%
TCIM
33
TIAA CREF Investment Management
New York
$138M -$17.7M -163,970 -11%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$136M +$2.53M +23,401 +2%
Boston Partners
35
Boston Partners
Massachusetts
$133M +$4.52M +41,889 +3%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$132M -$2.89M -26,763 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$131M +$160K +1,483 +0.1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$125M -$3.35M -31,000 -3%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$123M
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$118M +$3.22M +29,882 +3%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110M +$1.83M +16,920 +2%
MYLI
42
Meiji Yasuda Life Insurance
Japan
$109M +$10.8K +100 +0%
APG Asset Management
43
APG Asset Management
Netherlands
$105M -$87.6M -811,620 -45%
RFC
44
Regions Financial Corp
Alabama
$103M -$3.75M -34,782 -3%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$101M -$4.24M -39,273 -4%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$101M -$3.73M -34,544 -4%
JIM
47
Jupiter Investment Management
United Kingdom
$101M +$102M +942,539 +971,690%
TA
48
Teachers Advisors
New York
$98.5M +$4.22M +39,090 +4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$96.9M -$4.32M -40,000 -4%
Credit Agricole
50
Credit Agricole
France
$90.1M -$60.6M -561,532 -40%

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.