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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
ECM
551
ETrade Capital Management
Virginia
$510K +$259K +2,398 +101%
Capital Fund Management (CFM)
552
Capital Fund Management (CFM)
France
$506K -$40.2M -372,509 -99%
FAM
553
Formidable Asset Management
Ohio
$506K +$4.1K +38 +0.8%
AP
554
Appleton Partners
Massachusetts
$504K
RWM
555
RKL Wealth Management
Pennsylvania
$489K +$496K +4,592 New
AF
556
Arrow Financial
New York
$487K
YWP
557
YorkBridge Wealth Partners
New York
$484K -$17.7K -164 -4%
SFI
558
SPC Financial Inc
Maryland
$481K -$8.09K -75 -2%
SOAMC
559
Spirit of America Management Corp
New York
$480K
WA
560
Waverly Advisors
Alabama
$479K +$485K +4,490 New
ONB
561
Old National Bancorp
Indiana
$471K +$10.8K +100 +2%
SNBOSD
562
Security National Bank of So Dak
Iowa
$468K -$319K -2,954 -40%
GCAC
563
Guardian Capital Advisors (Canada)
Ontario, Canada
$466K -$80.4K -745 -15%
RMDI
564
R.M. Davis Inc
Maine
$463K
JIP
565
Jaffetilchin Investment Partners
Florida
$462K +$114K +1,059 +32%
BRWA
566
B. Riley Wealth Advisors
Florida
$454K -$231K -2,141 -34%
MHS
567
M Holdings Securities
Oregon
$453K +$17.7K +164 +4%
SI
568
Stephens Inc
Arkansas
$450K -$18.2K -169 -4%
EA
569
Edge Advisors
Georgia
$449K
NAMA
570
Nikko Asset Management Americas
New York
$448K
CANY
571
Caxton Associates (New York)
New York
$448K +$453K +4,200 New
IPC
572
Independent Portfolio Consultants
Florida
$444K -$43.1K -399 -9%
DTL
573
Dynamic Technology Lab
Singapore
$435K -$175K -1,623 -28%
HW
574
Hancock Whitney
Mississippi
$435K -$2.91K -27 -0.7%
FMWA
575
Forvis Mazars Wealth Advisors
Missouri
$430K +$148K +1,369 +51%

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.