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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
SGA
651
Strategic Global Advisors
California
$339K
PTC
652
Private Trust Company
Ohio
$337K -$21.8K -216 -6%
NSIM
653
North Star Investment Management
Illinois
$337K +$4.04K +40 +1%
GWM
654
Geneos Wealth Management
Colorado
$335K -$14.2K -141 -4%
BCWM
655
Blue Chip Wealth Management
Florida
$335K +$48.5K +480 +15%
AWA
656
Arete Wealth Advisors
Illinois
$334K +$360K +3,568 New
SCM
657
Shelton Capital Management
Colorado
$331K
FFBTD
658
First Financial Bank - Trust Division
Ohio
$324K -$1.72K -17 -0.5%
GT
659
Greenleaf Trust
Michigan
$324K +$78.2K +774 +29%
SWM
660
SeaCrest Wealth Management
New York
$321K +$1.01K +10 +0.3%
CIA
661
CSat Investment Advisory
Michigan
$320K +$345K +3,419 New
PHAM
662
Palisades Hudson Asset Management
Florida
$319K
SFM
663
Systematic Financial Management
New Jersey
$309K
CNBT
664
Canandaigua National Bank & Trust
New York
$309K +$23.4K +232 +8%
APA
665
American Portfolios Advisors
New York
$307K +$202 +2 +0.1%
WAM
666
Wealthspire Advisors (Maryland)
Maryland
$301K -$16.4K -162 -5%
MC
667
Menta Capital
California
$300K +$324K +3,209 New
AIM
668
Anchor Investment Management
South Carolina
$299K
CAM
669
ClariVest Asset Management
California
$299K -$18.1K -179 -5%
SBIA
670
Sheaff Brock Investment Advisors
Indiana
$298K +$404 +4 +0.1%
IBOK
671
Independence Bank of Kentucky
Kentucky
$297K +$3.54K +35 +1%
DC
672
Davenport & Co
Virginia
$297K +$24.8K +245 +8%
FB
673
Fulton Bank
Pennsylvania
$297K +$45.7K +452 +17%
ET
674
Equitable Trust
Tennessee
$295K +$319K +3,155 New
RE
675
RBC Europe
United Kingdom
$293K

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.