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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
CFD
826
Creative Financial Designs
Indiana
$15K
SGAM
827
Smith Group Asset Management
Texas
$15K
WA
828
WealthTrust-Arizona
Arizona
$15K
FCB
829
First Command Bank
Texas
$14K
FCFS
830
First Command Financial Services
Texas
$14K
SSB
831
Sandy Spring Bank
Maryland
$14K
GEA
832
Glen Eagle Advisors
New Jersey
$13.9K
PCP
833
Proficio Capital Partners
Massachusetts
$13K -$27.9K -261 -68%
OSNBOA
834
Old Second National Bank of Aurora
Illinois
$13K
WAS
835
Winch Advisory Services
Wisconsin
$13K +$2.14K +20 +20%
LYV
836
Live Your Vision
Pennsylvania
$12K -$1.6K -15 -12%
RFA
837
Reilly Financial Advisors
California
$12K
AWM
838
Avior Wealth Management
Nebraska
$12K +$3.21K +30 +38%
TF
839
Tompkins Financial
New York
$12K +$11.8K +110 New
M
840
MOTCO
Texas
$11K -$10K -94 -47%
WCM
841
Wealthcare Capital Management
Virginia
$11K
HDIM
842
Hanson & Doremus Investment Management
Vermont
$11K +$10.7K +100 New
MUS
843
Mitsubishi UFJ Securities
Japan
$10K
DBT
844
Dubuque Bank & Trust
Iowa
$10K +$10.2K +95 New
BBHC
845
Brown Brothers Harriman & Co
New York
$9K
GRP
846
Global Retirement Partners
California
$9K
RBC
847
Roble Belko & Company
Pennsylvania
$9K
BFEC
848
Benjamin F. Edwards & Company
Missouri
$9K +$5.13K +48 +133%
DAM
849
Delta Asset Management
Tennessee
$8K
SHJ
850
Sharkey, Howes & Javer
Colorado
$8K

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.