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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
DSC
826
Duncker Streett & Co
Missouri
$47K
MSFP
827
Mark Sheptoff Financial Planning
Connecticut
$47K
RWA
828
Ropes Wealth Advisors
Massachusetts
$47K
VFA
829
Valeo Financial Advisors
Indiana
$46K -$25.9K -256 -35%
BAM
830
Bruderman Asset Management
New York
$46K
First Manhattan
831
First Manhattan
New York
$45K -$20.2K -200 -29%
PCTC
832
Perkins Coie Trust Company
Washington
$45K
BWM
833
BerganKDV Wealth Management
Minnesota
$45K +$48.8K +483 New
TWA
834
TCI Wealth Advisors
Arizona
$44K -$7.58K -75 -14%
SIAS
835
Shine Investment Advisory Services
Colorado
$44K
HL
836
Harding Loevner
New Jersey
$43K
CHP
837
Cable Hill Partners
Oregon
$41K -$3.23K -32 -7%
NWM
838
Northwest Wealth Management
Iowa
$41K
CBT
839
Central Bank & Trust
Kentucky
$39K -$16.4K -162 -28%
LWA
840
Lenox Wealth Advisors
New York
$39K +$42.5K +421 New
AAC
841
Asset Advisors Corp
Georgia
$37K
FCMT
842
Founders Capital Management (Texas)
Texas
$37K
MBT
843
Monroe Bank & Trust
Michigan
$37K
AF
844
Allworth Financial
California
$36K
LYV
845
Live Your Vision
Pennsylvania
$33K +$101 +1 +0.3%
WPA
846
West Paces Advisors
Georgia
$32.9K
BFC
847
Bedel Financial Consulting
Indiana
$32K
SIC
848
Salem Investment Counselors
North Carolina
$32K
DBT
849
Dubuque Bank & Trust
Iowa
$31K
PCFFS
850
Pacific Center for Financial Services
California
$31K

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.