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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
SNBOSCI
601
Security National Bank of Sioux City Iowa
Iowa
$533K +$7.89K +70 +1%
BAM
602
Berkshire Asset Management
Pennsylvania
$530K +$202K +1,790 +54%
AP
603
Appleton Partners
Massachusetts
$521K +$4.4K +39 +0.8%
NA
604
NewEdge Advisors
Louisiana
$521K +$41.4K +367 +8%
NAMP
605
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$515K -$62K -550 -10%
CAN
606
Cetera Advisor Networks
California
$515K -$16.9K -150 -3%
Bessemer Group
607
Bessemer Group
New Jersey
$508K +$48.9K +434 +10%
HFS
608
HL Financial Services
Kentucky
$502K -$148K -1,310 -21%
WRF
609
Waddell & Reed Financial
Kansas
$497K +$541K +4,800 New
S
610
SignatureFD
Georgia
$496K +$203K +1,804 +60%
NIM
611
NuWave Investment Management
New Jersey
$492K -$439K -3,892 -45%
AT
612
Arden Trust
Delaware
$490K -$42.5K -377 -7%
WG
613
Winton Group
United Kingdom
$487K -$35.5K -315 -6%
PCM
614
Perritt Capital Management
Illinois
$473K -$7.1K -63 -1%
SNBOSD
615
Security National Bank of So Dak
Iowa
$470K +$4.51K +40 +0.9%
SOAMC
616
Spirit of America Management Corp
New York
$466K
CWM
617
Calamos Wealth Management
Illinois
$461K -$135K -1,198 -21%
SB
618
Simmons Bank
Arkansas
$461K +$135K +1,197 +37%
AF
619
Arrow Financial
New York
$460K -$1.58K -14 -0.3%
MCM
620
Murphy Capital Management
New Jersey
$452K -$33K -293 -6%
AHC
621
Anderson Hoagland & Co
Missouri
$450K -$86.2K -765 -15%
LOAME
622
Lombard Odier Asset Management (Europe)
United Kingdom
$450K -$79.5K -705 -14%
AAM
623
American Asset Management
Florida
$448K -$50.7K -450 -9%
PP
624
Prudential plc
United Kingdom
$447K +$196K +1,738 +67%
JT
625
Jump Trading
Illinois
$444K -$5.3K -47 -1%

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.