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Prudential Financial

975 hedge funds and large institutions have $25.5B invested in Prudential Financial in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 336 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 336

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.73% less ownership

Funds ownership: 65.69%64.96% (-0.73%)

7% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 88

1% less funds holding

Funds holding: 988975 (-13)

11% less capital invested

Capital invested by funds: $28.6B → $25.5B (-$3.17B)

35% less call options, than puts

Call options by funds: $203M | Put options by funds: $310M

Holders
975
Holders Change
-13
Holders Change %
-1.32%
% of All Funds
22.32%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
82
Increased
378
Reduced
336
Closed
88
Calls
$203M
Puts
$310M
Net Calls
-$107M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
476
D.A. Davidson & Co
Montana
$1.24M +$139K +1,379 +12%
UB
477
UMB Bank
Missouri
$1.24M -$151K -1,499 -10%
SACTSONJ
478
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M
CAPTRUST Financial Advisors
479
CAPTRUST Financial Advisors
North Carolina
$1.21M +$71.8K +711 +6%
MA
480
MUFG Americas
New York
$1.21M +$656K +6,495 +100%
WA
481
WBH Advisory
Maryland
$1.21M -$4.65K -46 -0.4%
MGIA
482
Moneta Group Investment Advisors
Missouri
$1.2M +$258K +2,552 +25%
PAG
483
Private Advisor Group
New Jersey
$1.2M +$616K +6,100 +92%
MML Investors Services
484
MML Investors Services
Massachusetts
$1.19M +$343K +3,400 +37%
TIP
485
Torray Investment Partners
Maryland
$1.18M +$122K +1,206 +11%
Mariner
486
Mariner
Kansas
$1.18M +$945K +9,352 +291%
RJT
487
Raymond James Trust
Florida
$1.17M +$71.6K +709 +6%
HIM
488
Hermes Investment Management
United Kingdom
$1.15M
AB
489
AT Bancorp
Iowa
$1.15M +$1.02M +10,108 +465%
LFAS
490
Level Four Advisory Services
Texas
$1.14M +$14.1K +140 +1%
FAAS
491
First Allied Advisory Services
California
$1.13M -$79K -782 -6%
PL
492
Polianta Ltd
Jersey
$1.12M +$60.6K +600 +5%
VI
493
Versor Investments
New York
$1.11M
QC
494
Quadrature Capital
United Kingdom
$1.09M +$1.18M +11,689 New
SWP
495
Stratos Wealth Partners
Ohio
$1.09M +$570K +5,644 +94%
PWS
496
Peloton Wealth Strategists
Indiana
$1.08M +$445K +4,400 +61%
BCP
497
Blue Chip Partners
Michigan
$1.08M -$247K -2,446 -17%
IFWM
498
Institute for Wealth Management
Colorado
$1.07M
RWM
499
RKL Wealth Management
Pennsylvania
$1.07M +$22.5K +223 +2%
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$178K +1,761 +18%

PRU Hedge Fund Activity: Q2 2018 in Review

975 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2018, worth a combined $25.5B — down 11% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PRU and 82 opened new positions — a net loss of 6 holders — while 336 trimmed existing stakes and 378 added.

The largest buyer was JP Morgan Chase, adding an estimated $394M. The largest seller was BlackRock, cutting an estimated $257M.

  • 975 institutional investors held Prudential Financial (PRU) as of Q2 2018, down from 988 in Q1 2018.
  • Funds reported $25.5B of Prudential Financial stock for Q2 2018, down 11% quarter-over-quarter.
  • 82 funds opened new Prudential Financial positions in Q2 2018 and 88 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q2 2018 was JP Morgan Chase, an estimated $394M added.
  • The largest Prudential Financial seller in Q2 2018 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2018.