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Prudential Financial

977 hedge funds and large institutions have $27.3B invested in Prudential Financial in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 378 increasing their positions, 336 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 73

13% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 336

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more capital invested

Capital invested by funds: $25.5B → $27.3B (+$1.83B)

0% more funds holding

Funds holding: 975977 (+2)

0.32% less ownership

Funds ownership: 64.96%64.64% (-0.32%)

8% less call options, than puts

Call options by funds: $291M | Put options by funds: $318M

Holders
977
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
22.34%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
86
Increased
378
Reduced
336
Closed
73
Calls
$291M
Puts
$318M
Net Calls
-$26.8M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1026
Centaurus Financial
California
-$157K -1,683 Closed
SAS
1027
Stelac Advisory Services
New York
-$131K -1,396 Closed
WT
1028
Washington Trust
Rhode Island
-$96K -1,036 Closed
PCM
1029
Poehling Capital Management
Wisconsin
-$56K -600 Closed
GFP
1030
Gryphon Financial Partners
Ohio
-$51K -536 Closed
B
1031
Bridgeworth
Alabama
-$48K -520 Closed
LWA
1032
Lenox Wealth Advisors
New York
-$39K -421 Closed
MBT
1033
Monroe Bank & Trust
Michigan
-$37K -400 Closed
SIC
1034
Salem Investment Counselors
North Carolina
-$32K -338 Closed
AWA
1035
Acorn Wealth Advisors
Michigan
-$26K -278 Closed
GBBWRPM
1036
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$22K -231 Closed
CFG
1037
Citizens Financial Group
Rhode Island
-$14K -150 Closed
PW
1038
Price Wealth
Texas
-$14K -148 Closed
LF
1039
Lee Financial
Texas
-$13K -139 Closed
FIA
1040
FNY Investment Advisers
New York
-$9K -101 Closed
PO
1041
Private Ocean
California
-$8K -88 Closed
BCI
1042
Brinker Capital Investments
Pennsylvania
-$6K -60 Closed
RIA
1043
RPG Investment Advisory
California
-$6K -60 Closed
KCPG
1044
Kavar Capital Partners Group
Kansas
-$5K -57 Closed
BCA
1045
Bay Colony Advisors
Massachusetts
-$5K -54 Closed
IWP
1046
Icon Wealth Partners
Texas
-$5K -52 Closed
CPA
1047
Clear Perspective Advisors
Illinois
-$3K -34 Closed
LC
1048
Landaas & Company
Wisconsin
-$3K -32 Closed
SAM
1049
Shamrock Asset Management
Texas
-$2K -21 Closed
TG
1050
TLP Group
Illinois
+$99 +1 New

PRU Hedge Fund Activity: Q3 2018 in Review

977 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2018, worth a combined $27.3B — up 7.2% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PRU positions and 73 closed out — a net gain of 13 holders — while 378 added to existing stakes and 336 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $216M.

  • 977 institutional investors held Prudential Financial (PRU) as of Q3 2018, up from 975 in Q2 2018.
  • Funds reported $27.3B of Prudential Financial stock for Q3 2018, up 7.2% quarter-over-quarter.
  • 86 funds opened new Prudential Financial positions in Q3 2018 and 73 closed out, a net change of +13 holders.
  • The largest Prudential Financial buyer in Q3 2018 was Citadel Advisors, an estimated $117M added.
  • The largest Prudential Financial seller in Q3 2018 was JP Morgan Chase, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2018.