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Prudential Financial

988 hedge funds and large institutions have $28.6B invested in Prudential Financial in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 363 increasing their positions, 352 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

3% more funds holding

Funds holding: 963988 (+25)

3% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 352

0.9% less ownership

Funds ownership: 66.58%65.69% (-0.9%)

6% less call options, than puts

Call options by funds: $176M | Put options by funds: $187M

12% less capital invested

Capital invested by funds: $32.4B → $28.6B (-$3.78B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
988
Holders Change
+25
Holders Change %
+2.6%
% of All Funds
22.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.3%
New
107
Increased
363
Reduced
352
Closed
71
Calls
$176M
Puts
$187M
Net Calls
-$11.3M
Net Calls Change
+$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
851
Perkins Coie Trust Company
Washington
$49K
SIAS
852
Shine Investment Advisory Services
Colorado
$49K
CHP
853
Cable Hill Partners
Oregon
$48K
HL
854
Harding Loevner
New Jersey
$48K
MA
855
MCF Advisors
Kentucky
$47K +$3.16K +28 +7%
NWM
856
Northwest Wealth Management
Iowa
$45K +$49.5K +439 New
MCM
857
Manchester Capital Management
Vermont
$44K +$19.6K +174 +68%
KA
858
Kaizen Advisory
Illinois
$43K
AAC
859
Asset Advisors Corp
Georgia
$41K
FCMT
860
Founders Capital Management (Texas)
Texas
$41K
MBT
861
Monroe Bank & Trust
Michigan
$41K
PCM
862
Poehling Capital Management
Wisconsin
$41K +$22.5K +200 +100%
AF
863
Allworth Financial
California
$40K +$3.72K +33 +9%
EAM
864
Exane Asset Management
France
$39.6K +$43.1K +382 New
LYV
865
Live Your Vision
Pennsylvania
$37K +$26.3K +233 +203%
WPA
866
West Paces Advisors
Georgia
$36.5K
BFC
867
Bedel Financial Consulting
Indiana
$36K +$39K +346 New
PMFA
868
Plante Moran Financial Advisors
Michigan
$35K +$1.13K +10 +3%
PFO
869
Pathstone Family Office
New Jersey
$35K +$36.7K +326 +2,329%
LWM
870
Lenox Wealth Management
Ohio
$34K -$16K -142 -30%
PCFFS
871
Pacific Center for Financial Services
California
$34K
SIC
872
Salem Investment Counselors
North Carolina
$34K
DBT
873
Dubuque Bank & Trust
Iowa
$34K +$2.82K +25 +8%
FC
874
Ferris Capital
Massachusetts
$32K +$34.5K +306 New
KPCM
875
Kings Point Capital Management
New York
$32K +$34.5K +306 New

PRU Hedge Fund Activity: Q1 2018 in Review

988 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2018, worth a combined $28.6B — down 12% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PRU positions and 71 closed out — a net gain of 36 holders — while 363 added to existing stakes and 352 trimmed.

The largest buyer was Charles Schwab, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $1.26B.

  • 988 institutional investors held Prudential Financial (PRU) as of Q1 2018, up from 963 in Q4 2017.
  • Funds reported $28.6B of Prudential Financial stock for Q1 2018, down 12% quarter-over-quarter.
  • 107 funds opened new Prudential Financial positions in Q1 2018 and 71 closed out, a net change of +36 holders.
  • The largest Prudential Financial buyer in Q1 2018 was Charles Schwab, an estimated $134M added.
  • The largest Prudential Financial seller in Q1 2018 was Capital Research Global Investors, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2018.