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Prudential Financial

884 hedge funds and large institutions have $29.7B invested in Prudential Financial in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 310 increasing their positions, 346 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $465M | Put options by funds: $273M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

0% more funds holding

Funds holding: 880884 (+4)

0.11% less ownership

Funds ownership: 65.58%65.47% (-0.11%)

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$692M)

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 346

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
884
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
22.04%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
68
Increased
310
Reduced
346
Closed
55
Calls
$465M
Puts
$273M
Net Calls
+$193M
Net Calls Change
-$76.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
801
Manchester Capital Management
Vermont
$27K
SQA
802
Simon Quick Advisors
New Jersey
$27K +$10.7K +100 +63%
MFT
803
Moisand Fitzgerald Tamayo
Florida
$27K +$26.7K +250 New
ECM
804
Exchange Capital Management
Michigan
$26K +$22.4K +210 +618%
GBBWRPM
805
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K
LWCFA
806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K +$7.27K +68 +43%
FA
807
Financial Advantage
Maryland
$24K +$24.6K +230 New
HS
808
Horan Securities
United States
$23K
NCM
809
Nelson Capital Management
California
$23K
GWA
810
Guidant Wealth Advisors
Illinois
$22K
BAM
811
Barrett Asset Management
New York
$21K
STB
812
S&T Bank
Pennsylvania
$21K
WAS
813
WESPAC Advisors SoCal
California
$21K
IP
814
Isthmus Partners
Wisconsin
$21K +$5.56K +52 +35%
WA
815
Winfield Associates
Ohio
$20K
RWG
816
Regal Wealth Group
California
$20K +$107 +1 +0.5%
BWP
817
Baldwin Wealth Partners
Massachusetts
$20K +$9.83K +92 +100%
AAP
818
Arax Advisory Partners
Colorado
$20K +$17.5K +164 +586%
BWA
819
BDO Wealth Advisors
Florida
$19K
QAM
820
QCI Asset Management
New York
$19K
SCA
821
Stuart Chaussee & Associates
California
$19K
DOA
822
D'Orazio & Associates
Virginia
$18K
SMG
823
Spectrum Management Group
Indiana
$18K +$18.4K +172 New
PK
824
Pflug Koory
Nebraska
$16K
AIL
825
AGF Investments LLC
Ontario, Canada
$16K +$1.28K +12 +9%

PRU Hedge Fund Activity: Q3 2017 in Review

884 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2017, worth a combined $29.7B — down 2.3% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PRU positions and 55 closed out — a net gain of 13 holders — while 310 added to existing stakes and 346 trimmed.

The largest buyer was APG Asset Management, adding an estimated $183M. The largest seller was Jupiter Investment Management, cutting an estimated $150M.

  • 884 institutional investors held Prudential Financial (PRU) as of Q3 2017, up from 880 in Q2 2017.
  • Funds reported $29.7B of Prudential Financial stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 68 funds opened new Prudential Financial positions in Q3 2017 and 55 closed out, a net change of +13 holders.
  • The largest Prudential Financial buyer in Q3 2017 was APG Asset Management, an estimated $183M added.
  • The largest Prudential Financial seller in Q3 2017 was Jupiter Investment Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.