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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
PCM
1026
Prelude Capital Management
New York
-$289K -2,565 Closed
IH
1027
IFC Holdings
Florida
-$282K -2,459 Closed
EWM
1028
Evercore Wealth Management
New York
-$281K -2,444 Closed
AT
1029
Argent Trust
Texas
-$278K -2,418 Closed
BCM
1030
Bayesian Capital Management
New York
-$271K -2,360 Closed
AFP
1031
Ausdal Financial Partners
Iowa
-$233K -2,030 Closed
BTNA
1032
Bremer Trust National Association
Minnesota
-$232K -2,019 Closed
PBO
1033
Peoples Bank (Ohio)
Ohio
-$231K -2,009 Closed
KWMG
1034
King Wealth Management Group
Florida
-$224K -1,949 Closed
VCA
1035
Verdence Capital Advisors
Maryland
-$223K -1,939 Closed
Fisher Asset Management
1036
Fisher Asset Management
Washington
-$220K -1,916 Closed
LCM
1037
Logan Capital Management
Pennsylvania
-$216K -1,882 Closed
PL
1038
Parkwood LLC
Ohio
-$216K -1,876 Closed
STA
1039
Summit Trail Advisors
New York
-$215K -1,738 Closed
FC
1040
Financial Consulate
Maryland
-$200K -1,736 Closed
TG
1041
TLP Group
Illinois
-$190K -1,653 Closed
ZB
1042
Zions Bancorporation
Utah
-$181K -1,572 Closed
GBT
1043
Grove Bank & Trust
Florida
-$130K -1,129 Closed
C
1044
Cerebellum
California
-$127K -1,103 Closed
BL
1045
Balentine LLC
Georgia
-$113K -979 Closed
RPC
1046
Rossmore Private Capital
Connecticut
-$58.1K -505 Closed
HSA
1047
Hussman Strategic Advisors
Maryland
-$57K -500 Closed
RFWA
1048
RPg Family Wealth Advisory
Massachusetts
-$37.5K -326 Closed
IWP
1049
Icon Wealth Partners
Texas
-$36K -315 Closed
MIC
1050
MU Investments Company
Japan
-$35K -300 Closed

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.