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Prudential Financial

988 hedge funds and large institutions have $28.6B invested in Prudential Financial in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 363 increasing their positions, 352 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

3% more funds holding

Funds holding: 963988 (+25)

3% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 352

0.9% less ownership

Funds ownership: 66.58%65.69% (-0.9%)

6% less call options, than puts

Call options by funds: $176M | Put options by funds: $187M

12% less capital invested

Capital invested by funds: $32.4B → $28.6B (-$3.78B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
988
Holders Change
+25
Holders Change %
+2.6%
% of All Funds
22.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.3%
New
107
Increased
363
Reduced
352
Closed
71
Calls
$176M
Puts
$187M
Net Calls
-$11.3M
Net Calls Change
+$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
676
Sheaff Brock Investment Advisors
Indiana
$330K -$67.3K -597 -16%
CL
677
Choreo LLC
Illinois
$330K -$24.9K -221 -2%
VCM
678
Virtue Capital Management
Tennessee
$329K +$225K +1,994 +186%
IBOK
679
Independence Bank of Kentucky
Kentucky
$325K -$19.7K -175 -5%
RE
680
RBC Europe
United Kingdom
$325K -$21.4K -190 -6%
FIB
681
First Interstate Bank
Montana
$322K +$27.5K +244 +8%
LCP
682
Legacy Capital Partners
Wisconsin
$321K +$349K +3,100 New
BCWM
683
Blue Chip Wealth Management
Florida
$321K +$350K +3,102 New
CNBT
684
Canandaigua National Bank & Trust
New York
$318K +$134K +1,189 +63%
YWP
685
YorkBridge Wealth Partners
New York
$317K +$6.09K +54 +2%
SFFS
686
Stonehage Fleming Financial Services
Jersey
$311K
ECM
687
Evergreen Capital Management
Washington
$306K +$70.1K +622 +27%
HTC
688
Haverford Trust Company
Pennsylvania
$305K -$14.1K -125 -4%
BFPW
689
BOK Financial Private Wealth
Colorado
$303K
DC
690
Davenport & Co
Virginia
$303K +$69.5K +617 +27%
IWM
691
IHT Wealth Management
Illinois
$299K +$227K +2,011 +210%
SAM
692
Silvercrest Asset Management
New York
$298K
ATC
693
Argent Trust Co
Tennessee
$294K +$320K +2,836 New
HCA
694
Harbour Capital Advisors
Virginia
$291K -$15.6K -138 -5%
VV
695
Verity & Verity
South Carolina
$290K +$116K +1,032 +58%
TCM
696
TD Capital Management
Tennessee
$286K
PCMC
697
Paragon Capital Management (Colorado)
Colorado
$285K -$11.5K -102 -4%
FB
698
Fulton Bank
Pennsylvania
$283K -$2.82K -25 -0.9%
GT
699
Greenleaf Trust
Michigan
$278K +$42.4K +376 +16%
MHS
700
M Holdings Securities
Oregon
$277K -$77K -683 -20%

PRU Hedge Fund Activity: Q1 2018 in Review

988 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2018, worth a combined $28.6B — down 12% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PRU positions and 71 closed out — a net gain of 36 holders — while 363 added to existing stakes and 352 trimmed.

The largest buyer was Charles Schwab, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $1.26B.

  • 988 institutional investors held Prudential Financial (PRU) as of Q1 2018, up from 963 in Q4 2017.
  • Funds reported $28.6B of Prudential Financial stock for Q1 2018, down 12% quarter-over-quarter.
  • 107 funds opened new Prudential Financial positions in Q1 2018 and 71 closed out, a net change of +36 holders.
  • The largest Prudential Financial buyer in Q1 2018 was Charles Schwab, an estimated $134M added.
  • The largest Prudential Financial seller in Q1 2018 was Capital Research Global Investors, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2018.