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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
Capital Fund Management (CFM)
176
Capital Fund Management (CFM)
France
$12.6M +$7.82M +69,417 +133%
RIG
177
Roosevelt Investment Group
New York
$12.6M +$1.09M +9,646 +9%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$12.4M +$13.4M +119,293 New
FAF
179
Fjarde Ap-fonden
Sweden
$12.2M -$165K -1,468 -1%
Victory Capital Management
180
Victory Capital Management
Texas
$11.9M +$2.09M +18,509 +19%
ASRS
181
Arizona State Retirement System
Arizona
$11.9M -$338K -3,000 -3%
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$11.8M +$8.28M +73,494 +179%
PR
183
Payden & Rygel
California
$11.5M +$12.5M +110,900 New
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$11.4M +$42K +373 +0.3%
Axa
185
Axa
France
$11.4M -$2.17M -19,269 -15%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$11.4M +$7.66M +68,000 +161%
ERSOT
187
Employees Retirement System of Texas
Texas
$11.4M -$1.24M -11,000 -9%
TPSF
188
Texas Permanent School Fund
Texas
$11.3M -$757K -6,713 -6%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$11.2M +$1.64M +14,515 +15%
SCP
190
Seizert Capital Partners
Michigan
$11M +$289K +2,560 +2%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$10.9M +$8.17M +72,446 +219%
DGHMC
192
Dalton, Greiner, Hartman, Maher & Co
New York
$10.9M -$12.8M -113,455 -52%
Grantham, Mayo, Van Otterloo & Co (GMO)
193
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.9M -$282K -2,500 -2%
XK
194
Xact Kapitalforvaltning
Sweden
$10.7M -$468K -4,148 -4%
RCM
195
Redwood Capital Management
New York
$10.4M
ARTA
196
A.R.T. Advisors
New York
$10.4M +$11.3M +100,000 New
RJFSA
197
Raymond James Financial Services Advisors
Florida
$10.3M +$11.2M +99,689 New
KeyBank National Association
198
KeyBank National Association
Ohio
$10.3M +$571K +5,066 +5%
RC
199
RegentAtlantic Capital
New Jersey
$10.3M -$181K -1,602 -2%
SFM
200
Soros Fund Management
New York
$10.2M +$11.2M +98,953 New

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.