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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
APP
676
Avantax Planning Partners
Iowa
$293K -$18.6K -184 -6%
PTC
677
Petrus Trust Company
Texas
$293K +$98.1K +971 +45%
FIB
678
First Interstate Bank
Montana
$291K
LCP
679
Legacy Capital Partners
Wisconsin
$290K
CAMG
680
CWA Asset Management Group
Florida
$288K +$312K +3,085 New
CANY
681
Caxton Associates (New York)
New York
$287K -$658K -6,518 -68%
BS
682
Banco Santander
Spain
$283K -$41.9K -415 -12%
CL
683
Choreo LLC
Illinois
$283K -$24.8K -245 -3%
PIA
684
Pinion Investment Advisors
Kansas
$283K +$306K +3,030 New
SFFS
685
Stonehage Fleming Financial Services
Jersey
$281K
IWM
686
IHT Wealth Management
Illinois
$277K -$606 -6 -0.2%
MHS
687
M Holdings Securities
Oregon
$276K +$27.9K +276 +10%
Twin Tree Management
688
Twin Tree Management
Texas
$275K +$297K +2,944 New
BFPW
689
BOK Financial Private Wealth
Colorado
$274K
MSE
690
MUFG Securities EMEA
United Kingdom
$274K +$149K +1,470 +101%
FLI
691
Family Legacy Inc
South Carolina
$269K +$25.5K +252 +10%
CIA
692
Choate Investment Advisors
Massachusetts
$263K -$40.4K -400 -12%
SAM
693
Silvercrest Asset Management
New York
$261K -$8.08K -80 -3%
TCM
694
TD Capital Management
Tennessee
$258K
PCMC
695
Paragon Capital Management (Colorado)
Colorado
$258K +$303 +3 +0.1%
CA
696
Cetera Advisors
Colorado
$257K -$84.9K -840 -24%
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$255K -$93.5K -926 -25%
PA
698
Parallel Advisors
California
$255K +$25.5K +252 +10%
MIFH
699
Migdal Insurance & Financial Holdings
Israel
$252K +$270K +2,671 +9,210%
SS
700
Simplicity Solutions
Minnesota
$249K +$32.4K +321 +14%

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.