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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
PCTC
751
Perkins Coie Trust Company
Washington
$51K
MBT
752
Monroe Bank & Trust
Michigan
$43K
FHA
753
First Horizon Advisors
Tennessee
$43K +$5.5K +51 +14%
AAC
754
Asset Advisors Corp
Georgia
$43K +$43.2K +400 New
FCMT
755
Founders Capital Management (Texas)
Texas
$43K +$43.2K +400 New
CFA
756
CT Financial Advisors
Pennsylvania
$41.4K -$83.6K -775 -67%
CB
757
Community Bank
New York
$40K -$7.01K -65 -15%
Carson Wealth (CWM LLC)
758
Carson Wealth (CWM LLC)
Nebraska
$40K -$5.61K -52 -12%
TWA
759
TCI Wealth Advisors
Arizona
$40K
AF
760
Allworth Financial
California
$38K
WPA
761
West Paces Advisors
Georgia
$37.6K
FPF
762
FNY Partners Fund
New York
$37K +$28.7K +266 +317%
BWA
763
Burt Wealth Advisors
Maryland
$36K
MIHAS
764
Maj Invest Holding A/S
Denmark
$36K +$36.8K +341 New
PCFFS
765
Pacific Center for Financial Services
California
$35K
PMFA
766
Plante Moran Financial Advisors
Michigan
$35K
RFWA
767
RPg Family Wealth Advisory
Massachusetts
$34.8K -$1.08K -10 -3%
CCM
768
Cribstone Capital Management
Maine
$34K
GAM
769
Gemmer Asset Management
California
$32K
LWM
770
LBA Wealth Management
Florida
$32K
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K
MA
772
MCF Advisors
Kentucky
$31K +$216 +2 +0.7%
JIR
773
James Investment Research
Ohio
$29K +$27K +250 +1,042%
TFO
774
Tarbox Family Office
California
$28K -$2.91K -27 -9%
SJIM
775
St. Johns Investment Management
Florida
$28K

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.