We are live on ! Find out more
PRU icon

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
JWA
751
JFS Wealth Advisors
Pennsylvania
$175K -$6.97K -69 -4%
OC
752
Oakworth Capital
Alabama
$172K +$9.6K +95 +5%
GCM
753
Gables Capital Management
Florida
$171K
C
754
Cerebellum
California
$167K +$181K +1,791 New
TCOV
755
Trust Company of Vermont
Vermont
$158K -$4.55K -45 -3%
CF
756
Centaurus Financial
California
$157K +$170K +1,683 New
FANJ
757
Financial Architects (New Jersey)
New Jersey
$153K +$3.44K +34 +2%
OIA
758
OneDigital Investment Advisors
Kansas
$148K +$14.2K +141 +10%
TCM
759
Tradewinds Capital Management
Washington
$146K
VNA
760
Valley National Advisers
Pennsylvania
$142K -$3.64K -36 -2%
VIA
761
Vantage Investment Advisors
Pennsylvania
$142K +$35.8K +354 +30%
NIT
762
NumerixS Investment Technologies
British Columbia, Canada
$140K -$914K -9,050 -86%
FA
763
Fortis Advisors
Pennsylvania
$140K
TC
764
Trust Company
Kansas
$139K
FHA
765
First Horizon Advisors
Tennessee
$137K +$30K +297 +25%
AIS
766
Accurate Investment Solutions
Pennsylvania
$132K -$15K -148 -9%
SAS
767
Stelac Advisory Services
New York
$131K
VCM
768
Vigilant Capital Management
Maine
$125K +$135K +1,341 New
OWA
769
One Wealth Advisors
California
$124K -$32.1K -318 -19%
LA
770
Legacy Advisors
Pennsylvania
$116K +$3.64K +36 +3%
RCAG
771
Rehmann Capital Advisory Group
Michigan
$112K -$1.92K -19 -2%
CFA
772
Carroll Financial Associates
North Carolina
$112K -$4.24K -42 -3%
FFC
773
First Financial Corp
Indiana
$110K
HI
774
Hudock Inc
Pennsylvania
$110K +$1.01K +10 +0.9%
CB
775
Community Bank
New York
$109K

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.