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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
MCM
776
Manchester Capital Management
Vermont
$27K
WB
777
Webster Bank
Connecticut
$27K
AWM
778
AllSquare Wealth Management
New York
$26K +$26.3K +244 New
GBBWRPM
779
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$20.5K +190 +463%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$24K +$2.7K +25 +13%
GWS
781
Glassman Wealth Services
Virginia
$24K
IP
782
Isthmus Partners
Wisconsin
$23K
NCM
783
Nelson Capital Management
California
$23K
GWA
784
Guidant Wealth Advisors
Illinois
$22K
MAS
785
Madden Advisory Services
Florida
$22K +$23.2K +215 New
WAS
786
WESPAC Advisors SoCal
California
$21.3K
WOC
787
West Oak Capital
California
$21.3K
HCM
788
Highlander Capital Management
New Jersey
$21K -$10.8K -100 -33%
BAM
789
Barrett Asset Management
New York
$21K
WA
790
WFG Advisors
Texas
$21K +$18.1K +168 +494%
HS
791
Horan Securities
United States
$21K +$22.4K +208 New
CWM
792
Cranbrook Wealth Management
Michigan
$20K -$191K -1,772 -90%
SIC
793
Salem Investment Counselors
North Carolina
$20K -$6.37K -59 -24%
KKAMG
794
Kernodle & Katon Asset Management Group
Arkansas
$20K
RWG
795
Regal Wealth Group
California
$20K
WA
796
Winfield Associates
Ohio
$20K
BBHC
797
Brown Brothers Harriman & Co
New York
$20K +$20K +185 New
UWPG
798
Ullmann Wealth Partners Group
Florida
$20K +$20.9K +194 New
QAM
799
QCI Asset Management
New York
$19K
DOA
800
D'Orazio & Associates
Virginia
$18K

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.