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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
AGM
651
Alpine Global Management
New York
$253K +$256K +2,375 New
GCA
652
Gideon Capital Advisors
New York
$251K -$850K -7,873 -77%
SWA
653
Sutton Wealth Advisors
Florida
$249K
VC
654
Vicus Capital
Pennsylvania
$235K +$237K +2,199 New
BBA
655
BLB&B Advisors
Pennsylvania
$234K +$16.2K +150 +7%
ST
656
Smithfield Trust
Pennsylvania
$232K +$173K +1,605 +282%
AB
657
AT Bancorp
Iowa
$232K +$235K +2,174 New
FFC
658
First Financial Corp
Indiana
$228K -$40.3K -373 -15%
GC
659
Garde Capital
Washington
$226K
CA
660
Clearstead Advisors
Ohio
$224K
FMLI
661
Fukoku Mutual Life Insurance
Japan
$224K
BC
662
Burney Company
Virginia
$223K -$2.7K -25 -1%
BOH
663
Bank of Hawaii
Hawaii
$220K -$5.39K -50 -2%
SGCA
664
Steel Grove Capital Advisors
Tennessee
$220K +$222K +2,058 New
HTC
665
Haverford Trust Company
Pennsylvania
$218K -$33.6K -311 -13%
PBO
666
Peoples Bank (Ohio)
Ohio
$217K -$4.86K -45 -2%
S
667
SignatureFD
Georgia
$217K +$7.66K +71 +4%
AT
668
Argent Trust
Texas
$216K +$2.16K +20 +1%
VV
669
Verity & Verity
South Carolina
$216K +$219K +2,025 New
HIS
670
Horizon Investment Services
Indiana
$214K +$216K +2,003 New
FMTCOCP
671
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$213K
HAG
672
HighPoint Advisor Group
Illinois
$213K +$2.26M +20,953 +397%
CL
673
CPWM LLC
Washington
$212K -$8.63K -80 -4%
FB
674
Fulton Bank
Pennsylvania
$211K -$7.77K -72 -4%
JWA
675
JFS Wealth Advisors
Pennsylvania
$211K

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.