We are live on ! Find out more
PRU icon

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
AC
101
Ascend Capital
California
$40.5M +$44.1M +391,404 New
National Pension Service
102
National Pension Service
South Korea
$40.4M -$122K -1,080 -0.3%
AG
103
Aperio Group
California
$40.4M +$841K +7,458 +2%
PI
104
PGGM Investments
Netherlands
$39.7M
N
105
Nuveen
North Carolina
$39.1M -$6.8M -60,317 -14%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$38.3M +$5.33M +47,307 +15%
Canada Life
107
Canada Life
Manitoba, Canada
$38M -$20.9M -185,217 -34%
PI
108
Putnam Investments
Massachusetts
$37.9M +$10.4M +92,484 +34%
EVM
109
Eaton Vance Management
Massachusetts
$37.6M +$20.4M +181,137 +100%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$36.9M -$1.22M -10,821 -3%
VRS
111
Virginia Retirement Systems
Virginia
$34.8M
MWNA
112
Marshall Wace North America
New York
$33.3M +$25.7M +227,925 +244%
SO
113
STRS Ohio
Ohio
$32.6M -$747K -6,631 -2%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$32.4M -$14.9M -132,238 -30%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$32.3M -$5.84M -51,798 -14%
WCM
116
Wedge Capital Management
North Carolina
$31.8M +$2.81M +24,915 +9%
USAA
117
United Services Automobile Association
Texas
$31.6M -$2.1M -18,627 -6%
RG
118
Renaissance Group
Kentucky
$30.6M -$510K -4,524 -2%
KBC Group
119
KBC Group
Belgium
$30.6M -$14.9M -131,887 -31%
DRZID
120
DePrince Race & Zollo Inc (DRZ)
Florida
$29.6M -$619K -5,495 -2%
DIA
121
Dana Investment Advisors
Wisconsin
$29.4M -$487K -4,320 -1%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$29.4M -$13.4M -118,712 -29%
First Trust Advisors
123
First Trust Advisors
Illinois
$29.4M +$8.1M +71,865 +34%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$29.1M +$8.88M +78,799 +39%
Jacobs Levy Equity Management
125
Jacobs Levy Equity Management
New Jersey
$28.7M +$2.96M +26,220 +10%

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.