We are live on ! Find out more
PRU icon

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
IWM
726
IHT Wealth Management
Illinois
$86K -$4.42K -41 -5%
KF
727
Krilogy Financial
Missouri
$85K
MSFP
728
Mark Sheptoff Financial Planning
Connecticut
$85K +$108 +1 +0.1%
CGT
729
Capital Guardian Trust
California
$80K
ASN
730
Advisory Services Network
Georgia
$79K +$80.2K +743 New
MIC
731
MU Investments Company
Japan
$75K +$75.5K +700 New
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$73K
MMG
733
Monetary Management Group
Missouri
$72K
PWM
734
Perigon Wealth Management
California
$72K
CAW
735
Cornerstone Advisors (Washington)
Washington
$70K
CHC
736
City Holding Co
West Virginia
$67K
IIC
737
Integrated Investment Consultants
Michigan
$66K
PFBT
738
Parkside Financial Bank & Trust
Missouri
$64K +$1.29K +12 +2%
HR
739
Howe & Rusling
New York
$63K -$4.1K -38 -6%
RFM
740
Royal Fund Management
Florida
$61K +$8.2K +76 +15%
SIM
741
Sonora Investment Management
Arizona
$59.2K
DSC
742
Duncker Streett & Co
Missouri
$58K
PHK
743
Point72 Hong Kong
Hong Kong
$58K +$14.2K +132 +32%
KTC
744
Kistler-Tiffany Companies
Pennsylvania
$57K
IUHSA
745
Itau Unibanco Holding S.A.
Brazil
$57K +$58.2K +539 New
CHP
746
Cable Hill Partners
Oregon
$55K
RWA
747
Ropes Wealth Advisors
Massachusetts
$54K
NFG
748
Next Financial Group
Texas
$53K -$37.2K -345 -41%
CFN
749
Cordasco Financial Network
Florida
$53K
First Manhattan
750
First Manhattan
New York
$52K

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.