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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
OFW
951
Omnia Family Wealth
Florida
$7K -$16.2K -144 -70%
SHJ
952
Sharkey, Howes & Javer
Colorado
$7K
RIA
953
RPG Investment Advisory
California
$6K -$1.47K -13 -18%
HWM
954
Holloway Wealth Management
Florida
$6K
JFA
955
JNBA Financial Advisors
Minnesota
$6K
ME
956
McIlrath & Eck
Washington
$6K
NC
957
NewSquare Capital
Pennsylvania
$6K
SWP
958
Strategic Wealth Partners
Ohio
$6K +$1.69K +15 +37%
CTB
959
Country Trust Bank
Illinois
$6K +$4.51K +40 +190%
KCPG
960
Kavar Capital Partners Group
Kansas
$6K +$6.42K +57 New
GI
961
GS Investments
Minnesota
$5.18K
PW
962
Price Wealth
Texas
$5K -$5.97K -53 -50%
BFEC
963
Benjamin F. Edwards & Company
Missouri
$5K
BWL
964
Bogart Wealth LLC
Virginia
$5K
GSC
965
G&S Capital
Colorado
$5K
IP
966
Intellectus Partners
California
$5K
MCM
967
Mainstay Capital Management
Michigan
$5K
NCM
968
New Capital Management
Texas
$5K
SJIM
969
St. Johns Investment Management
Florida
$5K
SWMG
970
Signature Wealth Management Group
Georgia
$5K +$451 +4 +9%
FEG
971
Financial Enhancement Group
Indiana
$5K +$5.41K +48 New
BWM
972
Baystate Wealth Management
Massachusetts
$4K -$11.3K -100 -71%
CPA
973
Clear Perspective Advisors
Illinois
$4K
GWS
974
Glassman Wealth Services
Virginia
$4K
MUS
975
Mitsubishi UFJ Securities
Japan
$4K

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.