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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
SCA
801
Stuart Chaussee & Associates
California
$18K
AIM
802
Advantage Investment Management
Iowa
$18K +$15.6K +145 +725%
SQA
803
Simon Quick Advisors
New Jersey
$17K +$14.9K +138 +690%
PK
804
Pflug Koory
Nebraska
$16K
PCP
805
Proficio Capital Partners
Massachusetts
$16K +$7.77K +72 +95%
CFD
806
Creative Financial Designs
Indiana
$15K -$8.09K -75 -34%
SGAM
807
Smith Group Asset Management
Texas
$15K
WA
808
WealthTrust-Arizona
Arizona
$15K
AIL
809
AGF Investments LLC
Ontario, Canada
$15K +$2.27K +21 +18%
FAM
810
Fred Alger Management
New York
$15K +$15.3K +142 New
SSB
811
Sandy Spring Bank
Maryland
$14K -$2.16K -20 -13%
LYV
812
Live Your Vision
Pennsylvania
$14K
FCB
813
First Command Bank
Texas
$14K +$14.1K +131 New
FCFS
814
First Command Financial Services
Texas
$14K +$14.1K +131 New
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$13K +$2.48K +23 +23%
PB
816
Pinnacle Bancorp
Nebraska
$13K +$13.3K +123 New
MFW
817
Mosaic Family Wealth
Missouri
$12K -$755 -7 -6%
RFA
818
Reilly Financial Advisors
California
$12K
NYLT
819
New York Life Trust
New York
$11K -$137K -1,270 -93%
WCM
820
Wealthcare Capital Management
Virginia
$11K
WAS
821
Winch Advisory Services
Wisconsin
$10K +$108 +1 +1%
HWM
822
Holloway Wealth Management
Florida
$9K
SA
823
SRH Advisors
Kansas
$9K
RBC
824
Roble Belko & Company
Pennsylvania
$9K +$432 +4 +5%
GRP
825
Global Retirement Partners
California
$9K +$2.05K +19 +29%

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.