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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
Citadel Advisors
26
Citadel Advisors
Florida
$195M +$42.8M +400,099 +28%
Wells Fargo
27
Wells Fargo
California
$187M -$16.7M -156,313 -8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$184M -$94.3M -881,738 -34%
UBS AM
29
UBS AM
Illinois
$178M -$18.9M -176,898 -10%
AQR Capital Management
30
AQR Capital Management
Connecticut
$173M +$38.6M +361,472 +29%
Swiss National Bank
31
Swiss National Bank
Switzerland
$168M +$1.07M +10,000 +0.6%
Credit Agricole
32
Credit Agricole
France
$167M -$6.5M -60,839 -4%
Charles Schwab
33
Charles Schwab
California
$157M +$7.86M +73,536 +5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$157M +$2.84M +26,560 +2%
PPA
35
Parametric Portfolio Associates
Washington
$140M +$4.17M +39,039 +3%
Millennium Management
36
Millennium Management
New York
$138M +$109M +1,017,559 +360%
NIPH
37
NN Investment Partners Holdings
Netherlands
$136M +$6.86M +64,179 +5%
Boston Partners
38
Boston Partners
Massachusetts
$136M +$2.49M +23,317 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$134M -$8.32M -77,800 -6%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$133M +$780K +7,299 +0.6%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$132M -$17.7M -165,743 -12%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$126M +$115M +1,079,548 +985%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$125M +$3.88M +36,270 +3%
TCIM
44
TIAA CREF Investment Management
New York
$124M -$9.2M -86,091 -7%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$122M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$122M -$24.9M -232,781 -17%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$119M -$9.14M -85,507 -7%
Invesco
48
Invesco
Georgia
$116M -$41.9M -392,121 -27%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$113M -$1.7M -15,900 -1%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$111M +$28.4M +266,090 +34%

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.