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Prudential Financial

963 hedge funds and large institutions have $32.4B invested in Prudential Financial in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 343 increasing their positions, 343 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 46

9% more capital invested

Capital invested by funds: $29.7B → $32.4B (+$2.71B)

9% more funds holding

Funds holding: 884963 (+79)

1.11% more ownership

Funds ownership: 65.47%66.58% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 343

37% less call options, than puts

Call options by funds: $187M | Put options by funds: $295M

Holders
963
Holders Change
+79
Holders Change %
+8.94%
% of All Funds
21.84%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
136
Increased
343
Reduced
343
Closed
46
Calls
$187M
Puts
$295M
Net Calls
-$108M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.52B +$26.9M +239,319 +0.8%
BlackRock
2
BlackRock
New York
$3.45B -$242M -2,155,526 -7%
State Street
3
State Street
Massachusetts
$2.27B +$62.7M +558,356 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.09B +$10.8M +96,121 +0.5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.48B -$87.8M -781,710 -6%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$728M -$6.96M -62,030 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$727M +$72.3M +643,574 +11%
Norges Bank
8
Norges Bank
Norway
$620M -$72.5M -645,782 -11%
Northern Trust
9
Northern Trust
Illinois
$604M -$8.04M -71,637 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$573M -$19.2M -170,834 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$511M +$15.4M +137,541 +3%
Deutsche Bank
12
Deutsche Bank
Germany
$457M +$203M +1,811,608 +84%
Goldman Sachs
13
Goldman Sachs
New York
$429M +$35.3M +314,408 +9%
Ameriprise
14
Ameriprise
Minnesota
$424M +$79.2M +705,440 +24%
LSV Asset Management
15
LSV Asset Management
Illinois
$381M -$12M -106,759 -3%
Morgan Stanley
16
Morgan Stanley
New York
$358M -$46.6M -415,318 -12%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$327M -$11.1M -98,691 -3%
AQR Capital Management
18
AQR Capital Management
Connecticut
$316M +$126M +1,118,278 +69%
AL
19
AJO LP
Pennsylvania
$306M +$5.06M +45,038 +2%
NLI
20
Nippon Life Insurance
Japan
$294M -$2.2M -19,631 -0.8%
Bank of America
21
Bank of America
North Carolina
$259M -$47.7M -425,022 -16%
Legal & General Group
22
Legal & General Group
United Kingdom
$257M -$11.9M -106,428 -5%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229M +$3.82M +34,046 +2%
Millennium Management
24
Millennium Management
New York
$209M +$58.2M +518,343 +40%
Wells Fargo
25
Wells Fargo
California
$204M +$1.78M +15,896 +0.9%

PRU Hedge Fund Activity: Q4 2017 in Review

963 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2017, worth a combined $32.4B — up 9.1% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new PRU positions and 46 closed out — a net gain of 90 holders — while 343 added to existing stakes and 343 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $203M. The largest seller was BlackRock, cutting an estimated $242M.

  • 963 institutional investors held Prudential Financial (PRU) as of Q4 2017, up from 884 in Q3 2017.
  • Funds reported $32.4B of Prudential Financial stock for Q4 2017, up 9.1% quarter-over-quarter.
  • 136 funds opened new Prudential Financial positions in Q4 2017 and 46 closed out, a net change of +90 holders.
  • The largest Prudential Financial buyer in Q4 2017 was Deutsche Bank, an estimated $203M added.
  • The largest Prudential Financial seller in Q4 2017 was BlackRock, an estimated $242M sold.

Based on aggregated 13F filings for Q4 2017.