We are live on ! Find out more
PRU icon

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
EP
526
Edgestream Partners
New Jersey
$824K -$8.28K -82 -0.9%
AssetMark Inc
527
AssetMark Inc
California
$823K +$274K +2,709 +44%
VFA
528
Voya Financial Advisors
Connecticut
$822K +$102K +1,013 +13%
QI
529
QS Investors
New York
$820K
PA
530
Profund Advisors
Maryland
$816K -$157K -1,552 -15%
ClearBridge Investments
531
ClearBridge Investments
New York
$813K +$202 +2 +0%
VC
532
Vicus Capital
Pennsylvania
$788K +$492K +4,871 +137%
ACP
533
Aviance Capital Partners
Florida
$785K +$14.9K +147 +2%
DY
534
Dowling & Yahnke
California
$778K -$125K -1,240 -13%
Jane Street
535
Jane Street
New York
$768K -$1.65M -16,333 -67%
PVWM
536
Point View Wealth Management
New Jersey
$764K
BC
537
Brinker Capital
Pennsylvania
$764K +$25.6K +253 +3%
CCG
538
Ceeto Capital Group
Florida
$748K
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$740K -$177K -1,751 -18%
UBV
540
United Bank (Virginia)
Virginia
$740K -$12.1K -120 -1%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$738K -$12.3K -122 -2%
APG
542
Abacus Planning Group
South Carolina
$732K +$428K +4,237 +118%
SLAM
543
Swiss Life Asset Management
$723K -$3.86M -38,232 -83%
ZCM
544
Zebra Capital Management
Connecticut
$714K +$79K +782 +11%
WIS
545
Wright Investors Service
Connecticut
$712K -$3.64K -36 -0.5%
ONB
546
Old National Bancorp
Indiana
$711K +$148K +1,462 +24%
Marshall Wace
547
Marshall Wace
United Kingdom
$709K -$5.13M -50,736 -87%
BRWA
548
B. Riley Wealth Advisors
Florida
$709K +$373K +3,693 +95%
William Blair & Company
549
William Blair & Company
Illinois
$690K -$105K -1,035 -12%
TTWM
550
TCV Trust & Wealth Management
Virginia
$688K -$22.7K -225 -3%

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.