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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
QCG
776
Quadrant Capital Group
Ohio
$108K -$7.38K -73 -6%
ATC
777
Adirondack Trust Company
New York
$108K +$18.7K +185 +19%
GLI
778
Guardian Life Insurance
New York
$108K +$18.7K +185 +19%
SLF
779
Sun Life Financial
Ontario, Canada
$106K +$94.7K +937 +471%
FHA
780
Flagship Harbor Advisors
Massachusetts
$104K +$112K +1,112 New
FMII
781
Farmers & Merchants Investments Inc
Nebraska
$102K
JA
782
JOYN Advisors
Georgia
$102K +$25.7K +254 +30%
NSB
783
Norway Savings Bank
Maine
$101K -$1.82K -18 -2%
BFEC
784
Benjamin F. Edwards & Company
Missouri
$99K +$103K +1,015 +2,115%
WT
785
Washington Trust
Rhode Island
$96K +$105K +1,036 New
KA
786
Kaizen Advisory
Illinois
$94K +$60.4K +598 +145%
MWM
787
MinichMacGregor Wealth Management
New York
$93K +$505 +5 +0.5%
MCM
788
MV Capital Management
Maryland
$90K +$1.92K +19 +2%
RFM
789
Royal Fund Management
Florida
$88K +$7.68K +76 +9%
FPB
790
First PREMIER Bank
South Dakota
$87K
CAW
791
Cornerstone Advisors (Washington)
Washington
$86K +$3.54K +35 +4%
AIM
792
Arcadia Investment Management
Michigan
$85K
TL
793
TrueWealth LLC
Georgia
$85K
CCM
794
Covington Capital Management
California
$83K
KTC
795
Kistler-Tiffany Companies
Pennsylvania
$75K +$1.62K +16 +2%
BWA
796
BDO Wealth Advisors
Florida
$75K +$6.06K +60 +8%
PFBT
797
Parkside Financial Bank & Trust
Missouri
$73K +$909 +9 +1%
WAP
798
Wealthcare Advisory Partners
Pennsylvania
$73K +$7.88K +78 +11%
Carson Wealth (CWM LLC)
799
Carson Wealth (CWM LLC)
Nebraska
$71K +$15.8K +156 +26%
Capstone Investment Advisors
800
Capstone Investment Advisors
New York
$67K +$72.5K +718 New

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.