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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
ATFA
526
All Terrain Financial Advisors
Minnesota
$976K +$46.5K +413 +5%
SFM
527
Signet Financial Management
New Jersey
$965K -$11.9K -106 -1%
MML Investors Services
528
MML Investors Services
Massachusetts
$962K -$56K -497 -5%
Tudor Investment Corp
529
Tudor Investment Corp
Connecticut
$959K +$1.04M +9,262 New
LA
530
Lau Associates
Delaware
$942K +$11.3K +100 +1%
WA
531
Wheatland Advisors
Pennsylvania
$932K
CAG
532
Csenge Advisory Group
Florida
$930K +$504K +4,468 +99%
EP
533
Edgestream Partners
New Jersey
$920K +$1M +8,889 New
LCM
534
Laurion Capital Management
New York
$910K +$990K +8,785 New
QI
535
QS Investors
New York
$908K
ClearBridge Investments
536
ClearBridge Investments
New York
$900K -$2.37K -21 -0.2%
EGM
537
Engineers Gate Manager
New York
$875K -$3.61M -32,010 -79%
William Blair & Company
538
William Blair & Company
Illinois
$871K -$232K -2,059 -20%
TWI
539
Thomas White International
Illinois
$867K -$178K -1,582 -16%
EGA
540
E&G Advisors
Texas
$859K +$394K +3,500 +73%
ACP
541
Aviance Capital Partners
Florida
$855K +$931K +8,258 New
PVWM
542
Point View Wealth Management
New Jersey
$846K -$12.7K -113 -1%
SPC
543
Sigma Planning Corp
Michigan
$837K +$544K +4,823 +148%
UBV
544
United Bank (Virginia)
Virginia
$831K +$146K +1,292 +19%
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$829K +$26K +231 +3%
CCG
546
Ceeto Capital Group
Florida
$828K
BC
547
Brinker Capital
Pennsylvania
$820K +$66.3K +588 +8%
SRAM
548
Stone Ridge Asset Management
New York
$804K
VFA
549
Voya Financial Advisors
Connecticut
$800K +$31.9K +283 +4%
GH
550
GAM Holding
Switzerland
$793K -$818K -7,262 -49%

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.