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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
DADC
526
D.A. Davidson & Co
Montana
$719K -$43.6K -408 -6%
NAMP
527
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$712K -$53.4K -500 -7%
VFA
528
Voya Financial Advisors
Connecticut
$707K +$20.6K +193 +3%
BCM
529
Bluefin Capital Management
New York
$702K -$863K -8,070 -55%
Fuller & Thaler Asset Management
530
Fuller & Thaler Asset Management
California
$702K -$663K -6,200 -48%
YP
531
Yellowstone Partners
Idaho
$702K +$706K +6,602 New
ECM
532
ETrade Capital Management
Virginia
$699K +$123K +1,149 +21%
BIM
533
Baldwin Investment Management
Pennsylvania
$696K
CG
534
Caprock Group
Idaho
$691K -$4.28K -40 -0.6%
BTIS
535
BB&T Investment Services
North Carolina
$685K -$23.1K -216 -3%
SWP
536
Stratos Wealth Partners
Ohio
$657K -$53K -496 -7%
NDSI
537
Newman Dignan & Sheerar Inc
Rhode Island
$654K -$37.4K -350 -5%
NERM
538
New England Research & Management
Illinois
$652K +$656K +6,135 New
GH
539
GAM Holding
Switzerland
$645K +$648K +6,062 New
HH
540
Hilltop Holdings
Texas
$644K +$29.6K +277 +5%
AB
541
AT Bancorp
Iowa
$640K +$412K +3,850 +177%
Cetera Investment Advisers
542
Cetera Investment Advisers
Illinois
$639K -$6.63K -62 -1%
PG
543
Pendal Group
Australia
$629K -$318K -2,975 -33%
CIM
544
CIM Investment Management
Pennsylvania
$627K -$110K -1,032 -15%
MGIA
545
Moneta Group Investment Advisors
Missouri
$620K -$341K -3,186 -35%
Bessemer Group
546
Bessemer Group
New Jersey
$608K -$6.98M -65,282 -92%
IUHSA
547
Itau Unibanco Holding S.A.
Brazil
$604K -$151K -1,414 -44%
AssetMark Inc
548
AssetMark Inc
California
$602K -$1.53M -14,355 -72%
CTC
549
Central Trust Company
Missouri
$602K +$1.07K +10 +0.2%
GS
550
GAM Systematic
United Kingdom
$600K -$647K -6,055 -52%

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.