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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
CCM
501
CrestPoint Capital Management
Missouri
$875K -$21.6K -200 -2%
QI
502
Quotient Investors
New York
$875K
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$865K -$22K -204 -2%
BTIS
504
BB&T Investment Services
North Carolina
$827K -$75.3K -698 -8%
CONA
505
Capital One National Association
New York
$809K -$45.6K -423 -5%
ICOA
506
Investment Centers of America
North Dakota
$799K +$125K +1,163 +18%
AAS
507
Annex Advisory Services
Wisconsin
$796K +$805K +7,461 New
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$796K +$805K +7,460 New
TIP
509
Torray Investment Partners
Maryland
$793K +$18.9K +175 +2%
DADC
510
D.A. Davidson & Co
Montana
$785K -$284K -2,636 -26%
VLKIM
511
Van Lanschot Kempen Investment Management
Netherlands
$779K -$1.03M -9,500 -57%
BIM
512
Baldwin Investment Management
Pennsylvania
$773K -$21.6K -200 -3%
FFEC
513
First Financial Equity Corporation
Arizona
$773K +$791K +7,330 New
GAM
514
Gotham Asset Management
New York
$764K -$530K -4,916 -41%
CIM
515
CIM Investment Management
Pennsylvania
$750K -$68.3K -633 -8%
TWI
516
Thomas White International
Illinois
$744K -$34.1K -316 -4%
IRF
517
IBM Retirement Fund
New York
$709K -$3.94M -36,500 -88%
LPL Financial
518
LPL Financial
California
$704K +$53.1K +492 +8%
MGIA
519
Moneta Group Investment Advisors
Missouri
$700K +$8.2K +76 +1%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$696K -$12.7K -118 -2%
CC
521
Courier Capital
New York
$682K -$3.78K -35 -0.5%
BC
522
Brinker Capital
Pennsylvania
$657K +$7.12K +66 +1%
GS
523
GAM Systematic
United Kingdom
$652K +$466K +4,321 +241%
SWP
524
Stratos Wealth Partners
Ohio
$651K +$8.31K +77 +1%
MCM
525
Murphy Capital Management
New Jersey
$649K +$647 +6 +0.1%

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.