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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
CPIM
1026
Columbia Partners Investment Management
Virginia
-$220K -2,129 Closed
GC
1027
Garde Capital
Washington
-$220K -2,121 Closed
BBA
1028
BLB&B Advisors
Pennsylvania
-$219K -2,111 Closed
CA
1029
Clearstead Advisors
Ohio
-$217K -2,100 Closed
BOH
1030
Bank of Hawaii
Hawaii
-$214K -2,070 Closed
SGCA
1031
Steel Grove Capital Advisors
Tennessee
-$214K -2,065 Closed
DWT
1032
Dorsey & Whitney Trust
South Dakota
-$209K -2,021 Closed
DMC
1033
Drexel Morgan & Co
Pennsylvania
-$207K -2,000 Closed
BAC
1034
Boys Arnold & Co
North Carolina
-$213K -1,992 Closed
PMG
1035
ProVise Management Group
Florida
-$206K -1,985 Closed
WS
1036
Wedbush Securities
California
-$203K -1,961 Closed
BW
1037
Bison Wealth
Georgia
-$201K -1,941 Closed
TAM
1038
Tiverton Asset Management
Delaware
-$189K -1,822 Closed
PGA
1039
Premia Global Advisors
Florida
-$184K -1,779 Closed
AIS
1040
AlphaOne Investment Services
Pennsylvania
-$158K -1,521 Closed
HFP
1041
Holistic Financial Partners
Indiana
-$143K -1,378 Closed
CT
1042
CPF Texas
Texas
-$141K -1,360 Closed
MCWS
1043
McKinley Carter Wealth Services
West Virginia
-$122K -1,175 Closed
IIC
1044
Integrated Investment Consultants
Michigan
-$95K -920 Closed
KF
1045
Krilogy Financial
Missouri
-$89K -855 Closed
CCA
1046
Clearwater Capital Advisors
Illinois
-$66K -640 Closed
FPFS
1047
First Personal Financial Services
North Carolina
-$65K -627 Closed
PWM
1048
Perigon Wealth Management
California
-$65K -625 Closed
EAM
1049
Exane Asset Management
France
-$39.6K -382 Closed
FCAG
1050
First Capital Advisors Group
New Jersey
-$30K -286 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.