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Prudential Financial

975 hedge funds and large institutions have $25.5B invested in Prudential Financial in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 336 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 336

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.73% less ownership

Funds ownership: 65.69%64.96% (-0.73%)

7% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 88

1% less funds holding

Funds holding: 988975 (-13)

11% less capital invested

Capital invested by funds: $28.6B → $25.5B (-$3.17B)

35% less call options, than puts

Call options by funds: $203M | Put options by funds: $310M

Holders
975
Holders Change
-13
Holders Change %
-1.32%
% of All Funds
22.32%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
82
Increased
378
Reduced
336
Closed
88
Calls
$203M
Puts
$310M
Net Calls
-$107M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
626
Bahl & Gaynor
Ohio
$396K
IUHSA
627
Itau Unibanco Holding S.A.
Brazil
$385K -$990K -9,803 -70%
PCA
628
Peddock Capital Advisors
Massachusetts
$382K
CPC
629
Congress Park Capital
New York
$376K
EA
630
Edge Advisors
Georgia
$376K +$505 +5 +0.1%
FQ
631
First Quadrant
California
$374K -$294K -2,915 -42%
WG
632
Winton Group
United Kingdom
$374K -$71.6K -709 -15%
OAM
633
Oppenheimer Asset Management
New York
$372K -$136K -1,350 -25%
AAM
634
American Asset Management
Florida
$372K -$35.4K -350 -8%
AWM
635
AE Wealth Management
Kansas
$372K +$38.8K +384 +11%
GXMC
636
Global X Management Company
New York
$371K +$33.8K +335 +9%
WA
637
Waverly Advisors
Alabama
$369K
HR
638
Howe & Rusling
New York
$367K -$8.82M -87,282 -96%
UF
639
Univest Financial
Pennsylvania
$366K +$18.5K +183 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
640
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$365K -$10.2M -101,200 -96%
GCAC
641
Guardian Capital Advisors (Canada)
Ontario, Canada
$365K -$13.6K -135 -3%
HIM
642
Hillsdale Investment Management
Ontario, Canada
$365K +$394K +3,900 New
WIM
643
Westside Investment Management
California
$361K +$332K +3,291 +640%
AIM
644
Avity Investment Management
Connecticut
$360K -$217K -2,150 -36%
FWCM
645
First Western Capital Management
California
$358K +$387K +3,832 New
PCG
646
Private Capital Group
Connecticut
$356K -$22.2K -220 -5%
Group One Trading
647
Group One Trading
Illinois
$356K +$385K +3,810 New
BAMF
648
BI Asset Management Fondsmaeglerselskab
Denmark
$355K +$384K +3,800 New
RMCM
649
Reynders McVeigh Capital Management
Massachusetts
$348K -$5.05K -50 -1%
VF
650
Virtu Financial
New York
$341K -$1.06M -10,463 -74%

PRU Hedge Fund Activity: Q2 2018 in Review

975 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2018, worth a combined $25.5B — down 11% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PRU and 82 opened new positions — a net loss of 6 holders — while 336 trimmed existing stakes and 378 added.

The largest buyer was JP Morgan Chase, adding an estimated $394M. The largest seller was BlackRock, cutting an estimated $257M.

  • 975 institutional investors held Prudential Financial (PRU) as of Q2 2018, down from 988 in Q1 2018.
  • Funds reported $25.5B of Prudential Financial stock for Q2 2018, down 11% quarter-over-quarter.
  • 82 funds opened new Prudential Financial positions in Q2 2018 and 88 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q2 2018 was JP Morgan Chase, an estimated $394M added.
  • The largest Prudential Financial seller in Q2 2018 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2018.