We are live on ! Find out more
PRU icon

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
ML
926
McAdam LLC
Pennsylvania
$8K +$101 +1 +1%
DAM
927
Delta Asset Management
Tennessee
$8K +$1.21K +12 +16%
TAIM
928
TD Ameritrade Investment Management
Nebraska
$8K +$8.49K +84 New
CI
929
CX Institutional
Indiana
$8K +$8.89K +88 New
SHJ
930
Sharkey, Howes & Javer
Colorado
$7K
HWM
931
Holloway Wealth Management
Florida
$6K
JFA
932
JNBA Financial Advisors
Minnesota
$6K
NC
933
NewSquare Capital
Pennsylvania
$6K
RIA
934
RPG Investment Advisory
California
$6K
BCI
935
Brinker Capital Investments
Pennsylvania
$6K +$6.06K +60 New
KCPG
936
Kavar Capital Partners Group
Kansas
$5K
MCM
937
Mainstay Capital Management
Michigan
$5K
ME
938
McIlrath & Eck
Washington
$5K
NCM
939
New Capital Management
Texas
$5K
SJIM
940
St. Johns Investment Management
Florida
$5K
IWP
941
Icon Wealth Partners
Texas
$5K +$5.25K +52 New
BCA
942
Bay Colony Advisors
Massachusetts
$5K +$5.46K +54 New
GI
943
GS Investments
Minnesota
$4.68K
BWM
944
Baystate Wealth Management
Massachusetts
$4K
BWL
945
Bogart Wealth LLC
Virginia
$4K
GSC
946
G&S Capital
Colorado
$4K
IP
947
Intellectus Partners
California
$4K
MUS
948
Mitsubishi UFJ Securities
Japan
$4K
AIL
949
AGF Investments LLC
Ontario, Canada
$3.36K +$2.17M +21,501 +149%
LFG
950
LifePlan Financial Group
Ohio
$3K -$10.7K -106 -78%

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.