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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
AWM
826
Avior Wealth Management
Nebraska
$8K -$3.99K -37 -32%
DAM
827
Delta Asset Management
Tennessee
$8K
PFO
828
Pathstone Family Office
New Jersey
$8K +$8.09K +75 New
BCMIO
829
Beacon Capital Management Inc (Ohio)
Ohio
$7K
GBT
830
Grove Bank & Trust
Florida
$7K
JFA
831
JNBA Financial Advisors
Minnesota
$7K
PO
832
Private Ocean
California
$7K
MFBTD
833
MB Financial Bank - Trust Department
Illinois
$7K +$6.8K +63 New
SNT
834
Security National Trust
West Virginia
$7K +$7.55K +70 New
TIM
835
Tortoise Investment Management
New York
$6K
IP
836
Intellectus Partners
California
$5K
NCM
837
New Capital Management
Texas
$5K
OFW
838
Omnia Family Wealth
Florida
$5K
TDC
839
Thompson Davis & Co
Virginia
$5K
AAF
840
Andra AP-fonden
Sweden
$4.46K
BFEC
841
Benjamin F. Edwards & Company
Missouri
$4K -$137K -1,266 -97%
BWM
842
Baystate Wealth Management
Massachusetts
$4K -$6.47K -60 -60%
BIG
843
Bellwether Investment Group
Tennessee
$4K
CPIG
844
Chicago Partners Investment Group
Illinois
$4K
CPA
845
Clear Perspective Advisors
Illinois
$4K
GI
846
Gradient Investments
Minnesota
$4K
NC
847
NewSquare Capital
Pennsylvania
$4K
VCM
848
Versant Capital Management
Arizona
$4K
ECM
849
Exchange Capital Management
Michigan
$4K +$3.67K +34 New
Walleye Trading
850
Walleye Trading
New York
$3.91K +$2.25M +20,868 +132%

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.