We are live on ! Find out more
PRU icon

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
TFO
876
Tarbox Family Office
California
$31K -$58.3K -517 -63%
GAM
877
Gemmer Asset Management
California
$31K
AWA
878
Acorn Wealth Advisors
Michigan
$30K
BWA
879
Burt Wealth Advisors
Maryland
$30K
FCAG
880
First Capital Advisors Group
New Jersey
$30K +$32.2K +286 New
CBT
881
Capital Bank & Trust
California
$29K
SGAM
882
Smith Group Asset Management
Texas
$29K
SP
883
SWS Partners
Ohio
$28K -$4.06K -36 -11%
AWM
884
AllSquare Wealth Management
New York
$28K
CPIG
885
Chicago Partners Investment Group
Illinois
$28K +$30.2K +268 New
VEA
886
Virtus ETF Advisers
New York
$27K
WB
887
Webster Bank
Connecticut
$27K
PK
888
Pflug Koory
Nebraska
$24K +$8.9K +79 +53%
RFA
889
Reilly Financial Advisors
California
$24K +$13.6K +121 +110%
GBBWRPM
890
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K +$26K +231 New
MFT
891
Moisand Fitzgerald Tamayo
Florida
$22K -$3.72K -33 -13%
EARNEST Partners
892
EARNEST Partners
Georgia
$22K
HS
893
Horan Securities
United States
$22K
THWM
894
Taylor Hoffman Wealth Management
Virginia
$22K
AAP
895
Arax Advisory Partners
Colorado
$22K +$2.25K +20 +10%
GI
896
Gradient Investments
Minnesota
$21K
GWA
897
Guidant Wealth Advisors
Illinois
$21K
STB
898
S&T Bank
Pennsylvania
$20K
WAS
899
WESPAC Advisors SoCal
California
$20K
PCP
900
Proficio Capital Partners
Massachusetts
$20K +$5.75K +51 +36%

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.