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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
RAM
926
Riggs Asset Management
Pennsylvania
$14K +$15.6K +138 New
FCB
927
First Command Bank
Texas
$13.6K
TF
928
Tompkins Financial
New York
$13K
DSN
929
D. Scott Neal
Kentucky
$13K +$13.8K +122 New
AWM
930
Avior Wealth Management
Nebraska
$12K -$3.38K -30 -21%
OSNBOA
931
Old Second National Bank of Aurora
Illinois
$12K
WAS
932
Winch Advisory Services
Wisconsin
$12K +$113 +1 +0.8%
PCIA
933
Prime Capital Investment Advisors
Kansas
$11K
TFS
934
TrustCore Financial Services
Tennessee
$11K +$5.63K +50 +93%
BCWM
935
Bartlett & Co Wealth Management
Ohio
$10.4K +$11.3K +100 New
HCM
936
Highlander Capital Management
New Jersey
$10K -$56.4K -500 -83%
CB
937
CNB Bank
Pennsylvania
$10K -$11.3K -100 -50%
ADL
938
Asset Dedication LLC
California
$10K
FMA
939
FNY Managed Accounts
New York
$10K
HDIM
940
Hanson & Doremus Investment Management
Vermont
$10K
WCM
941
Wealthcare Capital Management
Virginia
$10K
BC
942
Bartlett & Co
Ohio
$10K +$11.3K +100 New
DWM
943
Destination Wealth Management
California
$10K +$11.3K +100 New
TIM
944
Tortoise Investment Management
New York
$10K +$11.3K +100 New
OPWM
945
Oak Point Wealth Management
Michigan
$9K -$2.25K -20 -19%
RBC
946
Roble Belko & Company
Pennsylvania
$9K
PO
947
Private Ocean
California
$9K +$1.13K +10 +13%
DAM
948
Delta Asset Management
Tennessee
$8K
WDL
949
Well Done LLC
Michigan
$8K +$8.23K +73 New
ML
950
McAdam LLC
Pennsylvania
$8K +$9.02K +80 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.