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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
VIA
701
Vantage Investment Advisors
Pennsylvania
$131K +$108 +1 +0.1%
LA
702
Legacy Advisors
Pennsylvania
$128K
RIM
703
Rampart Investment Management
Connecticut
$127K -$835K -7,735 -87%
FMII
704
Farmers & Merchants Investments Inc
Nebraska
$127K
AIM
705
Anchor Investment Management
South Carolina
$127K -$10.8K -100 -8%
JWM
706
Jacobus Wealth Management
Wisconsin
$126K
HI
707
Hudock Inc
Pennsylvania
$121K -$102K -941 -45%
NSB
708
Norway Savings Bank
Maine
$121K -$2.7K -25 -2%
ATC
709
Adirondack Trust Company
New York
$121K +$8.63K +80 +8%
CPP
710
Crow Point Partners
Massachusetts
$119K +$26.3K +244 +28%
FPB
711
First PREMIER Bank
South Dakota
$111K
AIM
712
Acrospire Investment Management
Illinois
$107K -$237K -2,200 -69%
CBT
713
Central Bank & Trust
Kentucky
$106K -$9.71K -90 -8%
TRCT
714
Tower Research Capital (TRC)
New York
$105K -$982K -9,099 -90%
BL
715
Balentine LLC
Georgia
$104K
MWM
716
MinichMacGregor Wealth Management
New York
$103K +$216 +2 +0.2%
MCM
717
MV Capital Management
Maryland
$103K +$1.83K +17 +2%
AIM
718
Arcadia Investment Management
Michigan
$97K
SIA
719
SeaBridge Investment Advisors
New Jersey
$95K
SF
720
Synovus Financial
Georgia
$93K +$36.7K +340 +63%
MUS
721
Mitsubishi UFJ Securities
Japan
$91K -$14K -130 -13%
FIB
722
First Interstate Bank
Montana
$90K +$19K +176 +26%
ACS
723
Archford Capital Strategies
Illinois
$89K
NSIM
724
North Star Investment Management
Illinois
$87K +$12.2K +113 +16%
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
$87K +$90.1K +835 New

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.