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
SWP
951
Strategic Wealth Partners
Ohio
$3K -$2.83K -28 -50%
GWS
952
Glassman Wealth Services
Virginia
$3K -$808 -8 -20%
CPA
953
Clear Perspective Advisors
Illinois
$3K
HCM
954
Horrell Capital Management
Arkansas
$3K
CWA
955
Clarus Wealth Advisors
Arizona
$3K +$2.53K +25 New
OBWP
956
O'Brien Wealth Partners
Massachusetts
$3K +$3.13K +31 New
LC
957
Landaas & Company
Wisconsin
$3K +$3.23K +32 New
KL
958
KWMG LLC
Kansas
$3K +$3.44K +34 New
AIM
959
Advantage Investment Management
Iowa
$2K -$12.8K -127 -86%
CTB
960
Country Trust Bank
Illinois
$2K -$4.04K -40 -66%
CMBA
961
C.M. Bidwell & Associates
Hawaii
$2K
FFW
962
Fusion Family Wealth
New York
$2K
HFM
963
Hartford Financial Management
Connecticut
$2K
POIA
964
Pin Oak Investment Advisors
Texas
$2K
SAM
965
Shamrock Asset Management
Texas
$2K
ARMC
966
American Research & Management Company
Massachusetts
$2K +$1.72K +17 New
GEA
967
Glen Eagle Advisors
New Jersey
$1.5K
FEG
968
Financial Enhancement Group
Indiana
$1K -$4.04K -40 -83%
SQA
969
Simon Quick Advisors
New Jersey
$1K
VDFA
970
Vickerman & Driscoll Financial Advisors
Washington
$1K
NA
971
NewEdge Advisors
Louisiana
$654 +$179K +1,774 +34%
NDSI
972
Newman Dignan & Sheerar Inc
Rhode Island
$541 -$45.5K -450 -7%
AA
973
Altman Advisors
Illinois
$215 +$195K +1,932 New
FRA
974
Front Row Advisors
California
$12 -$808 -8 -6%
Capital Research Global Investors
975
Capital Research Global Investors
California
-$176M -1,698,527 Closed

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.