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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
SAM
576
Silvercrest Asset Management
New York
$429K -$17.5K -162 -4%
EGA
577
E&G Advisors
Texas
$427K
BG
578
Bahl & Gaynor
Ohio
$427K +$9.28K +86 +2%
UF
579
Univest Financial
Pennsylvania
$424K +$10.3K +95 +2%
RMCM
580
Reynders McVeigh Capital Management
Massachusetts
$419K -$37.8K -350 -8%
PCA
581
Peddock Capital Advisors
Massachusetts
$418K
QSS
582
Quantitative Systematic Strategies
Florida
$411K -$747K -6,925 -64%
WS
583
Wedbush Securities
California
$407K -$324 -3 -0.1%
VI
584
Versor Investments
New York
$406K +$33.3K +309 +9%
GWM
585
Geneos Wealth Management
Colorado
$404K +$5.5K +51 +1%
AL
586
Airain Ltd
Guernsey
$401K +$405K +3,757 New
FFBTD
587
First Financial Bank - Trust Division
Ohio
$400K -$30.4K -282 -7%
CCA
588
Checchi Capital Advisers
California
$396K -$29.5K -273 -7%
EGA
589
Eagle Global Advisors
Texas
$390K +$120K +1,116 +44%
MA
590
MUFG Americas
New York
$389K -$12.4K -115 -3%
TI
591
Telemetry Investments
New York
$384K +$388K +3,600 New
CL
592
Choreo LLC
Illinois
$383K +$38.2K +354 +11%
CT
593
Coastline Trust
Rhode Island
$380K +$44.2K +410 +13%
BHWM
594
Bar Harbor Wealth Management
New Hampshire
$378K -$191K -1,770 -33%
SCM
595
Shelton Capital Management
Colorado
$378K
BAM
596
Berkshire Asset Management
Pennsylvania
$377K +$121K +1,123 +47%
CIA
597
Choate Investment Advisors
Massachusetts
$376K
Cerity Partners
598
Cerity Partners
New York
$373K +$378K +3,501 New
SB
599
Simmons Bank
Arkansas
$372K
SPC
600
Sigma Planning Corp
Michigan
$368K +$1.08K +10 +0.3%

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.