We are live on ! Find out more
PRU icon

Prudential Financial

884 hedge funds and large institutions have $29.7B invested in Prudential Financial in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 310 increasing their positions, 346 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $465M | Put options by funds: $273M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

0% more funds holding

Funds holding: 880884 (+4)

0.11% less ownership

Funds ownership: 65.58%65.47% (-0.11%)

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$692M)

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 346

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
884
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
22.04%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
68
Increased
310
Reduced
346
Closed
55
Calls
$465M
Puts
$273M
Net Calls
+$193M
Net Calls Change
-$76.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
676
Horizon Investment Services
Indiana
$241K +$7.27K +68 +3%
ST
677
Smithfield Trust
Pennsylvania
$239K +$7.91K +74 +3%
GC
678
Garde Capital
Washington
$238K
FIAS
679
FinTrust Investment Advisory Services
South Carolina
$235K +$236K +2,211 New
JCM
680
Jacobi Capital Management
Pennsylvania
$232K -$7.05K -66 -3%
BBA
681
BLB&B Advisors
Pennsylvania
$231K -$1.6K -15 -0.7%
VV
682
Verity & Verity
South Carolina
$229K +$230K +2,150 New
CA
683
Clearstead Advisors
Ohio
$223K
FMLI
684
Fukoku Mutual Life Insurance
Japan
$223K
HTC
685
Haverford Trust Company
Pennsylvania
$222K -$20.8K -195 -9%
CIA
686
Capital Investment Advisors
Georgia
$221K -$40.6K -380 -15%
BC
687
Burney Company
Virginia
$221K
SGCA
688
Steel Grove Capital Advisors
Tennessee
$220K
FMTCOCP
689
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K +$5.02K +47 +2%
BOH
690
Bank of Hawaii
Hawaii
$218K -$1.07K -10 -0.5%
CPIM
691
Columbia Partners Investment Management
Virginia
$218K -$428 -4 -0.2%
AT
692
Argent Trust
Texas
$217K
PBO
693
Peoples Bank (Ohio)
Ohio
$216K
Marshall Wace
694
Marshall Wace
United Kingdom
$216K +$218K +2,036 New
DWT
695
Dorsey & Whitney Trust
South Dakota
$215K +$6.63K +62 +3%
FP
696
FDO Partners
Massachusetts
$213K -$705K -6,593 -77%
DMC
697
Drexel Morgan & Co
Pennsylvania
$213K
PMG
698
ProVise Management Group
Florida
$211K -$42.8K -400 -17%
AFP
699
Ausdal Financial Partners
Iowa
$210K +$212K +1,979 New
CWM
700
Cranbrook Wealth Management
Michigan
$208K

PRU Hedge Fund Activity: Q3 2017 in Review

884 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2017, worth a combined $29.7B — down 2.3% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PRU positions and 55 closed out — a net gain of 13 holders — while 310 added to existing stakes and 346 trimmed.

The largest buyer was APG Asset Management, adding an estimated $183M. The largest seller was Jupiter Investment Management, cutting an estimated $150M.

  • 884 institutional investors held Prudential Financial (PRU) as of Q3 2017, up from 880 in Q2 2017.
  • Funds reported $29.7B of Prudential Financial stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 68 funds opened new Prudential Financial positions in Q3 2017 and 55 closed out, a net change of +13 holders.
  • The largest Prudential Financial buyer in Q3 2017 was APG Asset Management, an estimated $183M added.
  • The largest Prudential Financial seller in Q3 2017 was Jupiter Investment Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.