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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
MSE
701
MUFG Securities EMEA
United Kingdom
$208K
KWMG
702
King Wealth Management Group
Florida
$207K +$2.46K +23 +1%
FFC
703
First Financial Corp
Indiana
$205K
OC
704
Oakworth Capital
Alabama
$202K
VFA
705
Virtus Fund Advisers
Connecticut
$200K
AIM
706
Anchor Investment Management
South Carolina
$197K +$70.4K +659 +55%
JWA
707
JFS Wealth Advisors
Pennsylvania
$196K -$13.1K -123 -6%
SFSIG
708
San Francisco Sentry Investment Group
California
$193K +$190K +1,775 +4,438%
ASN
709
Advisory Services Network
Georgia
$192K +$11.2K +105 +6%
AIS
710
Accurate Investment Solutions
Pennsylvania
$187K +$10.6K +99 +6%
SC
711
SRB Corp
Massachusetts
$184K
TCOV
712
Trust Company of Vermont
Vermont
$182K
FANJ
713
Financial Architects (New Jersey)
New Jersey
$181K +$33K +309 +22%
ZB
714
Zions Bancorporation
Utah
$180K +$56K +524 +45%
VNA
715
Valley National Advisers
Pennsylvania
$168K -$4.06K -38 -2%
TCM
716
Tradewinds Capital Management
Washington
$166K +$107 +1 +0.1%
FWM
717
Focused Wealth Management
New York
$159K -$184K -1,725 -54%
FA
718
Fortis Advisors
Pennsylvania
$159K +$160K +1,500 New
TC
719
Trust Company
Kansas
$158K
CFA
720
Carroll Financial Associates
North Carolina
$156K -$1.92K -18 -1%
OIA
721
OneDigital Investment Advisors
Kansas
$150K -$22.8K -213 -13%
FPFS
722
First Personal Financial Services
North Carolina
$139K -$10.3K -96 -7%
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$134K -$4.38K -41 -3%
VIA
724
Vantage Investment Advisors
Pennsylvania
$130K +$214 +2 +0.2%
LA
725
Legacy Advisors
Pennsylvania
$130K +$2.78K +26 +2%

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.