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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
SIA
801
SeaBridge Investment Advisors
New Jersey
$65K -$9.09K -90 -11%
BBHC
802
Brown Brothers Harriman & Co
New York
$65K -$7.07K -70 -9%
WC
803
Whitney & Co
New York
$65K
BAM
804
Barrett Asset Management
New York
$64K
MCM
805
Manchester Capital Management
Vermont
$62K +$23.8K +236 +55%
EFSCE
806
Enterprise Financial Services Corp (EFSC)
Missouri
$60K -$707 -7 -1%
CHC
807
City Holding Co
West Virginia
$60K
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$59K -$102K -1,006 -62%
ACS
809
Archford Capital Strategies
Illinois
$56K -$9.19K -91 -13%
MMG
810
Monetary Management Group
Missouri
$56K
PCM
811
Poehling Capital Management
Wisconsin
$56K +$20.2K +200 +50%
SIM
812
Sonora Investment Management
Arizona
$55K
FNB
813
Farmers National Bank
Kentucky
$54K -$13.9K -138 -19%
Parallax Volatility Advisers
814
Parallax Volatility Advisers
California
$53K +$57.4K +568 New
MRCM
815
M&R Capital Management
New Jersey
$52K
FMT
816
First Mercantile Trust
Tennessee
$52K +$56.6K +560 New
GFP
817
Gryphon Financial Partners
Ohio
$51K -$606 -6 -1%
CAC
818
Certified Advisory Corp
Florida
$51K +$505 +5 +0.9%
WEC
819
Winslow Evans & Crocker
Massachusetts
$50K
CCM
820
Cribstone Capital Management
Maine
$50K +$39.9K +395 +286%
LFA
821
Legacy Financial Advisors
Kentucky
$49K -$4.85K -48 -9%
NIM
822
NuWave Investment Management
New Jersey
$48K -$429K -4,247 -89%
B
823
Bridgeworth
Alabama
$48K +$52.5K +520 New
TFA
824
Toth Financial Advisory
Virginia
$47K -$45.5K -450 -47%
CFN
825
Cordasco Financial Network
Florida
$47K

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.