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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
OWA
776
One Wealth Advisors
California
$171K -$144K -1,274 -44%
FANJ
777
Financial Architects (New Jersey)
New Jersey
$166K
PFGIA
778
Patriot Financial Group Insurance Agency
Massachusetts
$165K +$46.7K +414 +34%
AIS
779
Accurate Investment Solutions
Pennsylvania
$163K -$22.4K -199 -11%
TCM
780
Tradewinds Capital Management
Washington
$162K +$113 +1 +0.1%
VNA
781
Valley National Advisers
Pennsylvania
$161K -$18.5K -164 -10%
AIS
782
AlphaOne Investment Services
Pennsylvania
$158K +$11.2K +99 +7%
FA
783
Fortis Advisors
Pennsylvania
$155K
TC
784
Trust Company
Kansas
$154K
MSE
785
MUFG Securities EMEA
United Kingdom
$151K
OIA
786
OneDigital Investment Advisors
Kansas
$149K -$19.3K -171 -11%
SAS
787
Stelac Advisory Services
New York
$145K +$157K +1,396 New
HFP
788
Holistic Financial Partners
Indiana
$143K
CT
789
CPF Texas
Texas
$141K
CFA
790
Carroll Financial Associates
North Carolina
$128K -$16.9K -150 -11%
QCG
791
Quadrant Capital Group
Ohio
$127K +$5.52K +49 +4%
RCAG
792
Rehmann Capital Advisory Group
Michigan
$126K +$137K +1,218 New
LA
793
Legacy Advisors
Pennsylvania
$125K
FFC
794
First Financial Corp
Indiana
$122K -$26.3K -233 -16%
FHA
795
First Horizon Advisors
Tennessee
$122K +$13.2K +117 +11%
MCWS
796
McKinley Carter Wealth Services
West Virginia
$122K +$132K +1,175 New
CB
797
Community Bank
New York
$120K -$21.6K -192 -14%
HI
798
Hudock Inc
Pennsylvania
$120K +$1.01K +9 +0.8%
VIA
799
Vantage Investment Advisors
Pennsylvania
$120K +$23.3K +207 +22%
FMII
800
Farmers & Merchants Investments Inc
Nebraska
$113K

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.