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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
BWP
901
Baldwin Wealth Partners
Massachusetts
$19K
RWG
902
Regal Wealth Group
California
$19K +$113 +1 +0.5%
DOA
903
D'Orazio & Associates
Virginia
$18K
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
QAM
905
QCI Asset Management
New York
$18K
SMG
906
Spectrum Management Group
Indiana
$18K
SCA
907
Stuart Chaussee & Associates
California
$18K
SIS
908
Sound Income Strategies
Florida
$18K +$12.8K +114 +178%
FAM
909
Fred Alger Management
New York
$17K -$15.8K -140 -46%
MSA
910
Marino Stram & Associates
Massachusetts
$17K -$3.94K -35 -18%
RA
911
Rational Advisors
New York
$17K +$19K +169 New
PWAG
912
Polaris Wealth Advisory Group
California
$16K +$17.8K +158 New
AIM
913
Advantage Investment Management
Iowa
$15K -$14K -124 -46%
CFD
914
Creative Financial Designs
Indiana
$15K
IP
915
Isthmus Partners
Wisconsin
$15K
PGWM
916
Parisi Gray Wealth Management
New Jersey
$15K
VCM
917
Versant Capital Management
Arizona
$15K +$789 +7 +5%
AP
918
Arlington Partners
Alabama
$15K +$16.6K +147 New
CCM
919
Cribstone Capital Management
Maine
$14K -$11.3K -100 -42%
FRA
920
Front Row Advisors
California
$14K -$1.24K -11 -7%
FCFS
921
First Command Financial Services
Texas
$14K
GRP
922
Global Retirement Partners
California
$14K
WA
923
WealthTrust-Arizona
Arizona
$14K
LF
924
Lee Financial
Texas
$14K +$7.89K +70 +101%
LFG
925
LifePlan Financial Group
Ohio
$14K +$15.3K +136 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.