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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
EARNEST Partners
876
EARNEST Partners
Georgia
$20K
AAP
877
Arax Advisory Partners
Colorado
$20K +$707 +7 +3%
GWA
878
Guidant Wealth Advisors
Illinois
$19K
AWM
879
Avior Wealth Management
Nebraska
$19K +$9.39K +93 +83%
RWG
880
Regal Wealth Group
California
$18K
STB
881
S&T Bank
Pennsylvania
$18K
KJWM
882
Kiley Juergens Wealth Management
Washington
$18K +$19.7K +195 New
CBT
883
Capital Bank & Trust
California
$17K -$10K -99 -35%
BWP
884
Baldwin Wealth Partners
Massachusetts
$17K
SIS
885
Sound Income Strategies
Florida
$17K
BCWM
886
Bartlett & Co Wealth Management
Ohio
$16.5K +$7.68K +76 +76%
DOA
887
D'Orazio & Associates
Virginia
$16K
LWCFA
888
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
SMG
889
Spectrum Management Group
Indiana
$16K
SCA
890
Stuart Chaussee & Associates
California
$16K
BC
891
Bartlett & Co
Ohio
$16K +$7.68K +76 +76%
RWA
892
River Wealth Advisors
Pennsylvania
$16K +$16.9K +167 New
PCP
893
Proficio Capital Partners
Massachusetts
$15K -$2.93K -29 -15%
GI
894
Gradient Investments
Minnesota
$14K -$4.75K -47 -23%
QAM
895
QCI Asset Management
New York
$14K -$2.53K -25 -14%
AP
896
Arlington Partners
Alabama
$14K
CFD
897
Creative Financial Designs
Indiana
$14K
IP
898
Isthmus Partners
Wisconsin
$14K
PGWM
899
Parisi Gray Wealth Management
New Jersey
$14K
PW
900
Price Wealth
Texas
$14K +$9.6K +95 +179%

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.