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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
PP
701
Palladium Partners
Virginia
$277K +$20.1K +178 +7%
SL
702
Signition LP
New York
$275K -$30.7K -272 -9%
FLI
703
Family Legacy Inc
South Carolina
$272K +$18.1K +161 +7%
EFS
704
Essex Financial Services
Connecticut
$271K +$33.9K +301 +13%
PL
705
Perpetual Ltd
Australia
$269K
WCM
706
Wunderlich Capital Managemnt
Tennessee
$267K -$7.66K -68 -3%
EGA
707
Eagle Global Advisors
Texas
$263K
Fuller & Thaler Asset Management
708
Fuller & Thaler Asset Management
California
$259K -$462K -4,100 -62%
SFI
709
SPC Financial Inc
Maryland
$259K +$21K +186 +8%
MCM
710
Marathon Capital Management
Maryland
$257K +$65K +577 +30%
PA
711
Parallel Advisors
California
$256K -$10.4K -92 -4%
WCA
712
Westover Capital Advisors
Delaware
$255K +$278K +2,466 New
CCT
713
Chemung Canal Trust
New York
$252K
ECM
714
Estabrook Capital Management
New York
$251K
GT
715
Glenview Trust
Kentucky
$251K -$23.3K -207 -8%
I
716
IberiaBank
Louisiana
$249K +$26.9K +239 +11%
HS
717
HighVista Strategies
Massachusetts
$249K +$271K +2,400 New
LSAG
718
Lake Street Advisors Group
New Hampshire
$248K -$225 -2 -0.1%
TPWA
719
TRUE Private Wealth Advisors
Oregon
$246K -$34.5K -306 -11%
LBC
720
Lowe Brockenbrough & Co
Virginia
$246K
FPS
721
Fieldpoint Private Securities
Connecticut
$245K -$13.5K -120 -5%
ASN
722
Advisory Services Network
Georgia
$244K +$63.7K +565 +32%
SWA
723
Sutton Wealth Advisors
Florida
$243K +$1.58K +14 +0.6%
CA
724
Calton & Associates
Florida
$243K +$5.41K +48 +2%
SS
725
Simplicity Solutions
Minnesota
$242K +$263K +2,337 New

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.