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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
RWM
501
RKL Wealth Management
Pennsylvania
$1.17M +$73.7K +654 +6%
GAM
502
Gotham Asset Management
New York
$1.16M +$1.26M +11,216 New
ZCA
503
Zeke Capital Advisors
Pennsylvania
$1.15M +$304K +2,693 +32%
BCM
504
BlueCrest Capital Management
Jersey
$1.15M +$1.26M +11,143 New
MERSOM
505
Municipal Employees' Retirement System of Michigan
Michigan
$1.14M
VFM
506
Viking Fund Management
North Dakota
$1.14M +$1.24M +11,000 New
LOAMS
507
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.13M -$116K -1,028 -9%
CC
508
ClearArc Capital
Ohio
$1.11M -$1.69K -15 -0.1%
IRF
509
IBM Retirement Fund
New York
$1.1M -$14K -124 -1%
ECM
510
Everence Capital Management
Indiana
$1.1M
NIT
511
NumerixS Investment Technologies
British Columbia, Canada
$1.09M +$1.19M +10,550 New
MAM
512
Martingale Asset Management
Massachusetts
$1.08M +$227K +2,010 +24%
BIM
513
Baldwin Investment Management
Pennsylvania
$1.08M +$375K +3,325 +47%
AP
514
Advisor Partners
California
$1.08M -$7.55K -67 -0.6%
MGIA
515
Moneta Group Investment Advisors
Missouri
$1.07M +$229K +2,028 +24%
PA
516
Profund Advisors
Maryland
$1.06M -$316K -2,804 -21%
OFS
517
Orrstown Financial Services
Pennsylvania
$1.06M -$33.4K -296 -3%
HT
518
Heritage Trust
Oklahoma
$1.06M -$80.4K -713 -7%
NJBEST
519
New Jersey Better Educational Savings Trust
New Jersey
$1.04M +$113K +1,000 +11%
TF
520
TIAA FSB
Florida
$1.04M +$1.13M +10,002 New
KRSITF
521
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1M -$180K -1,599 -14%
SFG
522
SevenBridge Financial Group
Pennsylvania
$995K -$1.58K -14 -0.1%
CANY
523
Caxton Associates (New York)
New York
$993K +$1.08M +9,588 New
DY
524
Dowling & Yahnke
California
$990K +$55.5K +492 +5%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$990K +$87.5K +776 +9%

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.