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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
TCM
551
Teza Capital Management
Illinois
$793K -$98.6K -875 -10%
WIS
552
Wright Investors Service
Connecticut
$793K +$245K +2,173 +40%
TTWM
553
TCV Trust & Wealth Management
Virginia
$785K -$131K -1,163 -13%
JIC
554
Johnson Investment Counsel
Ohio
$773K +$76.3K +677 +10%
DTL
555
Dynamic Technology Lab
Singapore
$768K -$81.2K -720 -9%
IA
556
IFP Advisors
Florida
$768K
HSA
557
HBK Sorce Advisory
Pennsylvania
$765K +$144K +1,274 +21%
DA
558
Denali Advisors
California
$756K +$823K +7,300 New
WBC
559
West Branch Capital
Massachusetts
$751K +$817K +7,252 New
PWS
560
Peloton Wealth Strategists
Indiana
$745K +$811K +7,192 New
CTC
561
Central Trust Company
Missouri
$735K +$127K +1,131 +19%
FQ
562
First Quadrant
California
$716K
FI
563
FormulaFolio Investments
Michigan
$715K -$25.2K -224 -3%
ZCM
564
Zebra Capital Management
Connecticut
$710K +$773K +6,856 New
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$705K -$29.5K -262 -4%
KCM
566
Kendall Capital Management
Maryland
$693K +$50.2K +445 +7%
HF
567
HRT Financial
New York
$692K +$754K +6,692 New
CC
568
Courier Capital
New York
$690K -$22.4K -199 -3%
PAG
569
Private Advisor Group
New Jersey
$683K -$708K -6,285 -49%
LPT
570
Legacy Private Trust
Wisconsin
$672K -$2.25K -20 -0.3%
MA
571
MUFG Americas
New York
$672K +$126K +1,121 +21%
CG
572
Caprock Group
Idaho
$667K -$10.3K -91 -1%
ECM
573
ETrade Capital Management
Virginia
$661K -$60.2K -534 -8%
NDSI
574
Newman Dignan & Sheerar Inc
Rhode Island
$651K -$7.33K -65 -1%
SC
575
Savant Capital
Illinois
$648K +$84.3K +748 +14%

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.