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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
DWT
676
Dorsey & Whitney Trust
South Dakota
$209K -$124K -1,145 -37%
KWMG
677
King Wealth Management Group
Florida
$205K +$207K +1,919 New
RBC
678
Ronald Blue & Co
Georgia
$205K +$208K +1,926 New
PCMC
679
Paragon Capital Management (Colorado)
Colorado
$203K +$205K +1,900 New
VFA
680
Virtus Fund Advisers
Connecticut
$200K
JCM
681
Jacobi Capital Management
Pennsylvania
$194K +$5.39K +50 +3%
LNB
682
Ledyard National Bank
$192K +$189K +1,755 +4,179%
FANJ
683
Financial Architects (New Jersey)
New Jersey
$182K +$108 +1 +0.1%
EWM
684
Evercore Wealth Management
New York
$179K +$50.6K +469 +39%
GLI
685
Guardian Life Insurance
New York
$177K +$540 +5 +0.3%
AIS
686
Accurate Investment Solutions
Pennsylvania
$173K +$216 +2 +0.1%
SC
687
SRB Corp
Massachusetts
$172K -$11.1K -103 -6%
VNA
688
Valley National Advisers
Pennsylvania
$172K -$1.51K -14 -0.9%
TCM
689
Tradewinds Capital Management
Washington
$166K -$4.64K -43 -3%
MRCM
690
M&R Capital Management
New Jersey
$161K -$10.8K -100 -6%
TC
691
Trust Company
Kansas
$159K
CFA
692
Carroll Financial Associates
North Carolina
$156K
FPFS
693
First Personal Financial Services
North Carolina
$150K +$4.96K +46 +3%
PCM
694
Prelude Capital Management
New York
$146K +$147K +1,364 New
WIM
695
Westside Investment Management
California
$142K -$2.48K -23 -2%
TCOV
696
Trust Company of Vermont
Vermont
$142K -$20K -185 -12%
QCG
697
Quadrant Capital Group
Ohio
$139K +$14.8K +137 +11%
OC
698
Oakworth Capital
Alabama
$135K
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$134K
ZB
700
Zions Bancorporation
Utah
$131K -$16.1K -149 -11%

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.