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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
Wells Fargo
26
Wells Fargo
California
$210M +$28.3M +251,240 +14%
UBS AM
27
UBS AM
Illinois
$201M +$27.2M +241,637 +14%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M -$6.23M -55,274 -3%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$177M +$33.1M +293,300 +21%
Capital Research Global Investors
30
Capital Research Global Investors
California
$176M -$1.26B -11,181,437 -87%
Allianz Asset Management
31
Allianz Asset Management
Germany
$174M +$16.2M +144,101 +9%
APG Asset Management
32
APG Asset Management
Netherlands
$151M -$23.2M -206,113 -10%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$147M +$7M +62,149 +5%
PPA
34
Parametric Portfolio Associates
Washington
$144M +$6.09M +54,018 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$141M +$61.2M +543,253 +66%
Swiss National Bank
36
Swiss National Bank
Switzerland
$141M -$24.2M -214,300 -14%
AQR Capital Management
37
AQR Capital Management
Connecticut
$140M -$157M -1,396,117 -51%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$137M -$18.4M -162,979 -11%
Boston Partners
39
Boston Partners
Massachusetts
$131M +$484K +4,293 +0.3%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$128M -$2.25M -19,930 -2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$128M -$1.75M -15,511 -1%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$127M -$388K -3,440 -0.3%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$123M +$47.4M +420,757 +55%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$120M +$3.38M +30,000 +3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$116M -$6.11M -54,193 -5%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$115M +$19.2M +169,910 +18%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$113M +$18.2M +161,191 +17%
Skandinaviska Enskilda Banken (SEB)
48
Skandinaviska Enskilda Banken (SEB)
Sweden
$112M +$11.6M +102,692 +11%
AAMU
49
Amundi Asset Management US
Massachusetts
$110M -$28.5M -252,589 -19%
MYLI
50
Meiji Yasuda Life Insurance
Japan
$106M -$726K -6,440 -0.6%

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.