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Prudential Financial

1,001 hedge funds and large institutions have $24.4B invested in Prudential Financial in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 393 increasing their positions, 340 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

16% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 340

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.73B)

3% more funds holding

Funds holding: 9741,001 (+27)

0.14% less ownership

Funds ownership: 64.98%64.84% (-0.14%)

42% less call options, than puts

Call options by funds: $168M | Put options by funds: $291M

Holders
1,001
Holders Change
+27
Holders Change %
+2.77%
% of All Funds
21.67%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.32%
New
103
Increased
393
Reduced
340
Closed
66
Calls
$168M
Puts
$291M
Net Calls
-$123M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
676
Bigelow Investment Advisors
Maine
$322K -$88.2K -957 -21%
CWM
677
Calamos Wealth Management
Illinois
$320K +$14.2K +154 +5%
FI
678
FormulaFolio Investments
Michigan
$320K +$321K +3,483 New
SJIM
679
St. Johns Investment Management
Florida
$311K +$308K +3,336 +6,294%
CA
680
Cetera Advisors
Colorado
$309K -$9.77K -106 -3%
AWM
681
Altium Wealth Management
New York
$309K +$3.13K +34 +1%
SFM
682
Systematic Financial Management
New Jersey
$303K
H
683
Hexavest
Quebec, Canada
$300K -$26.1M -283,467 -99%
MAM
684
Martingale Asset Management
Massachusetts
$294K +$294K +3,190 New
NIT
685
NumerixS Investment Technologies
British Columbia, Canada
$294K +$295K +3,200 New
RMDI
686
R.M. Davis Inc
Maine
$293K +$5.16K +56 +2%
PHAM
687
Palisades Hudson Asset Management
Florida
$287K -$26.7K -290 -9%
LCP
688
Legacy Capital Partners
Wisconsin
$285K
APG
689
Abacus Planning Group
South Carolina
$284K +$285K +3,096 New
AWM
690
Avior Wealth Management
Nebraska
$283K
CTC
691
Central Trust Company
Missouri
$282K -$247K -2,683 -47%
PCG
692
Private Capital Group
Connecticut
$282K -$96.8K -1,050 -26%
FFBTD
693
First Financial Bank - Trust Division
Ohio
$282K -$10.7K -116 -4%
GLA
694
Good Life Advisors
Pennsylvania
$280K -$10.7K -116 -4%
RE
695
RBC Europe
United Kingdom
$279K
HH
696
Hilltop Holdings
Texas
$277K -$64K -694 -19%
ET
697
Equitable Trust
Tennessee
$277K -$12.9K -140 -4%
SXL
698
Summit X LLC
Missouri
$277K +$277K +3,002 New
ATPW
699
Ashton Thomas Private Wealth
Arizona
$274K +$275K +2,980 New
APP
700
Avantax Planning Partners
Iowa
$270K -$20.2K -219 -7%

PRU Hedge Fund Activity: Q1 2019 in Review

1,001 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2019, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PRU positions and 66 closed out — a net gain of 37 holders — while 393 added to existing stakes and 340 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was Massachusetts Financial Services, cutting an estimated $185M.

  • 1,001 institutional investors held Prudential Financial (PRU) as of Q1 2019, up from 974 in Q4 2018.
  • Funds reported $24.4B of Prudential Financial stock for Q1 2019, up 13% quarter-over-quarter.
  • 103 funds opened new Prudential Financial positions in Q1 2019 and 66 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q1 2019 was BlackRock, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2019 was Massachusetts Financial Services, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2019.