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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
RA
701
RFG Advisory
Alabama
$249K +$269K +2,666 New
PP
702
Palladium Partners
Virginia
$248K -$2.83K -28 -1%
P
703
Pitcairn
Pennsylvania
$247K -$264K -2,611 -50%
PL
704
Perpetual Ltd
Australia
$244K
BCM
705
Bayesian Capital Management
New York
$243K +$263K +2,600 New
EFS
706
Essex Financial Services
Connecticut
$242K -$3.13K -31 -1%
AWM
707
Altium Wealth Management
New York
$241K +$260K +2,578 New
HCA
708
Harbour Capital Advisors
Virginia
$239K -$27.8K -275 -10%
WCM
709
Wunderlich Capital Managemnt
Tennessee
$239K -$2.22K -22 -0.9%
EGA
710
Eagle Global Advisors
Texas
$238K
CAG
711
Csenge Advisory Group
Florida
$234K -$661K -6,542 -73%
Fuller & Thaler Asset Management
712
Fuller & Thaler Asset Management
California
$234K
ZDA
713
Zweig-DiMenna Associates
New York
$234K +$253K +2,500 New
MCM
714
Marathon Capital Management
Maryland
$230K -$2.73K -27 -1%
FPS
715
Fieldpoint Private Securities
Connecticut
$230K +$9.09K +90 +4%
SFI
716
SPC Financial Inc
Maryland
$229K -$5.66K -56 -2%
LSAG
717
Lake Street Advisors Group
New Hampshire
$228K +$3.94K +39 +2%
ECM
718
Estabrook Capital Management
New York
$227K
GT
719
Glenview Trust
Kentucky
$226K
TPWA
720
TRUE Private Wealth Advisors
Oregon
$226K +$4.34K +43 +2%
PNC
721
Park National Corp
Ohio
$223K +$5.96K +59 +3%
MC
722
Moors & Cabot
Massachusetts
$223K +$29K +287 +14%
SWA
723
Sutton Wealth Advisors
Florida
$220K
SFSIG
724
San Francisco Sentry Investment Group
California
$219K +$20.7K +205 +10%
KWM
725
Kingsview Wealth Management
Oregon
$217K +$7.07K +70 +3%

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.