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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
FMLI
751
Fukoku Mutual Life Insurance
Japan
$217K
SSB
752
Sandy Spring Bank
Maryland
$217K +$213K +1,888 +908%
AC
753
Avestar Capital
New York
$216K -$225 -2 -0.1%
MC
754
Moors & Cabot
Massachusetts
$215K +$22.5K +200 +11%
BOH
755
Bank of Hawaii
Hawaii
$214K -$6.99K -62 -3%
SGCA
756
Steel Grove Capital Advisors
Tennessee
$214K
FMTCOCP
757
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K
BAC
758
Boys Arnold & Co
North Carolina
$213K +$225K +1,992 New
DWT
759
Dorsey & Whitney Trust
South Dakota
$209K
DMC
760
Drexel Morgan & Co
Pennsylvania
$207K
HIIFS
761
Harel Insurance Investments & Financial Services
Israel
$207K
PMG
762
ProVise Management Group
Florida
$206K
WS
763
Wedbush Securities
California
$203K -$203K -1,804 -48%
CWM
764
Cranbrook Wealth Management
Michigan
$203K
SMFS
765
Squar Milner Financial Services
California
$202K +$8.23K +73 +4%
JWA
766
JFS Wealth Advisors
Pennsylvania
$201K -$676 -6 -0.3%
BW
767
Bison Wealth
Georgia
$201K +$14.2K +126 +7%
SC
768
SRB Corp
Massachusetts
$200K +$22.8K +202 +12%
CAM
769
CenterStar Asset Management
Illinois
$198K
SCM
770
Silvant Capital Management
Georgia
$194K +$212K +1,877 New
TAM
771
Tiverton Asset Management
Delaware
$189K -$405K -3,589 -66%
OC
772
Oakworth Capital
Alabama
$186K -$87.6K -777 -31%
GCM
773
Gables Capital Management
Florida
$186K +$202K +1,796 New
PGA
774
Premia Global Advisors
Florida
$184K
TCOV
775
Trust Company of Vermont
Vermont
$179K -$12.3K -109 -6%

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.