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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B +$72.9M +646,436 +2%
BlackRock
2
BlackRock
New York
$3.22B +$121M +1,076,466 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.97B +$99.3M +881,427 +5%
State Street
4
State Street
Massachusetts
$1.95B -$102M -906,982 -5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$646M -$10.4M -92,416 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$642M -$13.8M -122,076 -2%
Norges Bank
7
Norges Bank
Norway
$585M +$28.9M +256,693 +5%
Northern Trust
8
Northern Trust
Illinois
$530M -$15.2M -134,809 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$486M -$32.6M -289,205 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$473M +$13.7M +121,617 +3%
Ameriprise
11
Ameriprise
Minnesota
$456M +$82.2M +729,619 +20%
Goldman Sachs
12
Goldman Sachs
New York
$406M +$21.2M +188,259 +5%
Deutsche Bank
13
Deutsche Bank
Germany
$394M -$20M -177,023 -4%
LSV Asset Management
14
LSV Asset Management
Illinois
$354M +$11.7M +103,660 +3%
Morgan Stanley
15
Morgan Stanley
New York
$330M +$7.97M +70,737 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$291M -$2.89M -25,669 -0.9%
Charles Schwab
17
Charles Schwab
California
$285M +$134M +1,191,068 +76%
AL
18
AJO LP
Pennsylvania
$275M -$820K -7,271 -0.3%
Citadel Advisors
19
Citadel Advisors
Florida
$273M +$123M +1,090,757 +71%
NLI
20
Nippon Life Insurance
Japan
$265M
Bank of America
21
Bank of America
North Carolina
$249M +$17.3M +153,108 +7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$235M +$80.4M +713,642 +46%
TCIM
23
TIAA CREF Investment Management
New York
$234M +$122M +1,082,463 +92%
NIPH
24
NN Investment Partners Holdings
Netherlands
$227M +$49.7M +440,618 +25%
Legal & General Group
25
Legal & General Group
United Kingdom
$214M -$18.5M -164,496 -7%

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.