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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
HI
126
HBK Investments
Texas
$27.9M +$6.35M +56,380 +26%
Calamos Advisors
127
Calamos Advisors
Illinois
$27.7M +$697K +6,185 +2%
CCMG
128
Clark Capital Management Group
Pennsylvania
$27.5M +$15.3M +136,079 +105%
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$26.8M -$2.66M -23,560 -8%
ACI
130
AMP Capital Investors
Australia
$26.4M -$6.47M -57,433 -18%
GCM
131
Gabalex Capital Management
New York
$25.9M +$5.64M +50,000 +25%
US Bancorp
132
US Bancorp
Minnesota
$25.8M -$422K -3,747 -1%
PAM
133
Panagora Asset Management
Massachusetts
$25.7M -$6.99M -61,995 -20%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$24.4M -$137K -1,217 -0.5%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$24.1M -$69.3K -615 -0.3%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$23.8M +$4.54M +40,299 +21%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$23.6M -$6.67M -59,173 -21%
CRM
138
Capital Returns Management
New York
$23.5M +$25.6M +227,200 New
Man Group
139
Man Group
United Kingdom
$22.8M +$24.8M +219,790 New
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$21.9M -$17.3M -153,067 -42%
AIMCA
141
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.9M +$12.4M +110,000 +109%
MSL
142
Mackay Shields LLC
New York
$21.7M +$23.6M +209,317 New
RJA
143
Raymond James & Associates
Florida
$21.1M +$771K +6,842 +3%
ACM
144
Argent Capital Management
Missouri
$20.2M -$534K -4,740 -2%
AIG
145
American International Group
New York
$20.1M -$101K -895 -0.5%
MMH
146
Menora Mivtachim Holdings
Israel
$20M
CS
147
Candriam SCA
Luxembourg
$19.8M +$6.29M +55,792 +41%
AFG
148
American Financial Group
Ohio
$19.6M
Lazard Asset Management
149
Lazard Asset Management
New York
$19.4M -$591K -5,246 -3%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$19.3M +$1.2M +10,614 +6%

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.