We are live on ! Find out more
PRU icon

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
Millennium Management
51
Millennium Management
New York
$106M -$89.8M -796,401 -44%
Invesco
52
Invesco
Georgia
$105M -$1.62M -14,333 -1%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$101M +$5.12M +45,434 +5%
CS
54
Credit Suisse
Switzerland
$98.5M +$15.4M +136,999 +17%
Barclays
55
Barclays
United Kingdom
$95.3M +$33M +292,534 +47%
TA
56
Teachers Advisors
New York
$92.8M -$1.08M -9,583 -1%
Principal Financial Group
57
Principal Financial Group
Iowa
$90M -$5.59M -49,580 -5%
Public Employees Retirement Association of Colorado
58
Public Employees Retirement Association of Colorado
Colorado
$88.3M -$3.01M -26,691 -3%
AT
59
AMF Tjänstepension
Sweden
$88.2M -$5.97M -52,967 -6%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$88M -$4.24M -37,600 -4%
O
61
OppenheimerFunds
New York
$85.3M +$78.7M +698,362 +558%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$83.4M -$26.1M -231,678 -22%
RFC
63
Regions Financial Corp
Alabama
$81.2M -$3.58M -31,797 -4%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$78.2M +$4.62M +40,993 +6%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$76.9M -$868K -7,704 -1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$75.5M -$3.45M -30,587 -4%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$75.5M -$945K -8,384 -1%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$74.7M -$98.7M -875,424 -55%
AllianceBernstein
69
AllianceBernstein
Tennessee
$74.5M -$3.48M -30,866 -4%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$73.8M -$2.63M -23,324 -3%
Asset Management One
71
Asset Management One
Japan
$73.1M +$2.01M +17,808 +3%
GC
72
Guggenheim Capital
Illinois
$72.8M +$4.26M +37,764 +6%
DLA
73
Douglas Lane & Associates
New York
$71.9M +$2.66M +23,595 +4%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$70.4M -$5.64M -50,011 -7%
GLA
75
Great Lakes Advisors
Illinois
$70.4M +$12.8M +113,439 +18%

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.