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Prudential Financial

884 hedge funds and large institutions have $29.7B invested in Prudential Financial in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 310 increasing their positions, 346 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $465M | Put options by funds: $273M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

0% more funds holding

Funds holding: 880884 (+4)

0.11% less ownership

Funds ownership: 65.58%65.47% (-0.11%)

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$692M)

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 346

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
884
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
22.04%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
68
Increased
310
Reduced
346
Closed
55
Calls
$465M
Puts
$273M
Net Calls
+$193M
Net Calls Change
-$76.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
601
Meeder Asset Management
Ohio
$422K -$6.68M -62,502 -94%
RMDI
602
R.M. Davis Inc
Maine
$419K -$2.03K -19 -0.5%
CS
603
Comerica Securities
Michigan
$419K +$53.7K +502 +15%
GWM
604
Geneos Wealth Management
Colorado
$418K +$25.2K +236 +6%
PCA
605
Peddock Capital Advisors
Massachusetts
$417K
GAM
606
Gotham Asset Management
New York
$412K -$257K -2,401 -38%
WS
607
Wedbush Securities
California
$412K +$214 +2 +0.1%
CT
608
Coastline Trust
Rhode Island
$409K +$21.3K +199 +5%
RMCM
609
Reynders McVeigh Capital Management
Massachusetts
$406K -$10.7K -100 -3%
BP
610
Ballentine Partners
Massachusetts
$404K +$83.7K +783 +26%
CCA
611
Checchi Capital Advisers
California
$389K +$2.46K +23 +0.6%
IAM
612
Impax Asset Management
New Hampshire
$387K +$32.1K +300 +9%
FFBTD
613
First Financial Bank - Trust Division
Ohio
$385K -$13.6K -127 -3%
GXMC
614
Global X Management Company
New York
$384K +$30.3K +283 +8%
NSIM
615
North Star Investment Management
Illinois
$379K
KWM
616
Kingsview Wealth Management
Oregon
$379K +$34.6K +324 +10%
BFM
617
Boothbay Fund Management
New York
$378K -$35.9K -336 -9%
APP
618
Avantax Planning Partners
Iowa
$377K -$321 -3 -0.1%
BAM
619
Berkshire Asset Management
Pennsylvania
$376K -$6.09K -57 -2%
SCM
620
Shelton Capital Management
Colorado
$376K
WAM
621
Wealthspire Advisors (Maryland)
Maryland
$371K -$1.92K -18 -0.5%
NFG
622
Next Financial Group
Texas
$367K +$14.4K +135 +4%
SB
623
Simmons Bank
Arkansas
$366K -$4.38K -41 -1%
PHAM
624
Palisades Hudson Asset Management
Florida
$363K
HSA
625
HBK Sorce Advisory
Pennsylvania
$362K +$534 +5 +0.1%

PRU Hedge Fund Activity: Q3 2017 in Review

884 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2017, worth a combined $29.7B — down 2.3% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PRU positions and 55 closed out — a net gain of 13 holders — while 310 added to existing stakes and 346 trimmed.

The largest buyer was APG Asset Management, adding an estimated $183M. The largest seller was Jupiter Investment Management, cutting an estimated $150M.

  • 884 institutional investors held Prudential Financial (PRU) as of Q3 2017, up from 880 in Q2 2017.
  • Funds reported $29.7B of Prudential Financial stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 68 funds opened new Prudential Financial positions in Q3 2017 and 55 closed out, a net change of +13 holders.
  • The largest Prudential Financial buyer in Q3 2017 was APG Asset Management, an estimated $183M added.
  • The largest Prudential Financial seller in Q3 2017 was Jupiter Investment Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.