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Prudential Financial

884 hedge funds and large institutions have $29.7B invested in Prudential Financial in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 310 increasing their positions, 346 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $465M | Put options by funds: $273M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

0% more funds holding

Funds holding: 880884 (+4)

0.11% less ownership

Funds ownership: 65.58%65.47% (-0.11%)

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$692M)

10% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 346

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
884
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
22.04%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
68
Increased
310
Reduced
346
Closed
55
Calls
$465M
Puts
$273M
Net Calls
+$193M
Net Calls Change
-$76.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
201
Affinity Investment Advisors
California
$9.44M -$716K -6,701 -7%
NP
202
NS Partners
United Kingdom
$9.42M +$2.26M +21,162 +31%
Victory Capital Management
203
Victory Capital Management
Texas
$9.38M +$2.48M +23,200 +36%
AC
204
AFAM Capital
Texas
$9.35M +$55.6K +520 +0.6%
WT
205
Whittier Trust
California
$9.27M +$280K +2,617 +3%
PCM
206
Palouse Capital Management
Washington
$9.2M +$424K +3,964 +5%
RJFSA
207
Raymond James Financial Services Advisors
Florida
$9.15M -$353K -3,298 -4%
HI
208
HBK Investments
Texas
$9.13M +$9.18M +85,900 New
GIM
209
Goelzer Investment Management
Indiana
$9.13M -$275K -2,569 -3%
CC
210
Cipher Capital
New York
$8.94M +$914K +8,554 +11%
BOTW
211
Bank of the West
California
$8.8M -$1.08M -10,109 -11%
Point72 Asset Management
212
Point72 Asset Management
Connecticut
$8.74M +$8.79M +82,198 New
SEI Investments
213
SEI Investments
Pennsylvania
$8.72M +$1.42M +13,289 +19%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$8.7M +$210K +1,969 +2%
URS
215
Utah Retirement Systems
Utah
$8.38M +$21.4K +200 +0.3%
EIM
216
ExxonMobil Investment Management
Texas
$8.29M -$469K -4,391 -5%
LK
217
Lumbard & Kellner
New Hampshire
$8.16M +$17.9K +167 +0.2%
AIM
218
Achmea Investment Management
Netherlands
$8.13M +$717K +6,706 +10%
CM
219
Capital Management
Virginia
$7.75M +$18.7K +175 +0.2%
OTPPB
220
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.65M +$1.51M +14,150 +24%
Rafferty Asset Management
221
Rafferty Asset Management
New York
$7.63M +$860K +8,042 +13%
CCM
222
Cadence Capital Management
Massachusetts
$7.6M -$500K -4,680 -6%
Cohen & Steers
223
Cohen & Steers
New York
$7.59M -$3.37M -31,481 -31%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$7.55M -$796K -7,445 -9%
Stifel Financial
225
Stifel Financial
Missouri
$7.54M -$1.63M -15,206 -18%

PRU Hedge Fund Activity: Q3 2017 in Review

884 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2017, worth a combined $29.7B — down 2.3% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PRU positions and 55 closed out — a net gain of 13 holders — while 310 added to existing stakes and 346 trimmed.

The largest buyer was APG Asset Management, adding an estimated $183M. The largest seller was Jupiter Investment Management, cutting an estimated $150M.

  • 884 institutional investors held Prudential Financial (PRU) as of Q3 2017, up from 880 in Q2 2017.
  • Funds reported $29.7B of Prudential Financial stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 68 funds opened new Prudential Financial positions in Q3 2017 and 55 closed out, a net change of +13 holders.
  • The largest Prudential Financial buyer in Q3 2017 was APG Asset Management, an estimated $183M added.
  • The largest Prudential Financial seller in Q3 2017 was Jupiter Investment Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.