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Prudential Financial

955 hedge funds and large institutions have $23.1B invested in Prudential Financial in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 362 increasing their positions, 375 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 64.55%63.86% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 375

4% less funds holding

Funds holding: 995955 (-40)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

15% less capital invested

Capital invested by funds: $27.2B → $23.1B (-$4.12B)

31% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 102

33% less call options, than puts

Call options by funds: $245M | Put options by funds: $367M

Holders
955
Holders Change
-40
Holders Change %
-4.02%
% of All Funds
20.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
70
Increased
362
Reduced
375
Closed
102
Calls
$245M
Puts
$367M
Net Calls
-$122M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
226
Bank of the West
California
$6.73M +$201K +2,222 +3%
OCM
227
Olstein Capital Management
New York
$6.66M +$1.36M +15,000 +25%
AAF
228
Andra AP-fonden
Sweden
$6.57M -$127K -1,400 -2%
MCIM
229
Meadow Creek Investment Management
Georgia
$6.38M +$33.9K +374 +0.5%
ZIG
230
Zurich Insurance Group
Switzerland
$6.35M -$2.16M -23,882 -25%
CIC
231
Cutler Investment Counsel
Oregon
$6.27M +$56.6K +625 +0.9%
PAM
232
Panagora Asset Management
Massachusetts
$6.27M -$23.7M -261,584 -79%
VV
233
Verity & Verity
South Carolina
$6.2M -$148K -1,633 -2%
Luther King Capital Management (LKCM)
234
Luther King Capital Management (LKCM)
Texas
$6.18M -$709K -7,825 -10%
LK
235
Lumbard & Kellner
New Hampshire
$6.17M +$5.44K +60 +0.1%
SBIA
236
Sheaff Brock Investment Advisors
Indiana
$6.16M -$179K -1,970 -3%
CB
237
Cadence Bank
Mississippi
$6.1M +$177K +1,958 +3%
OTPPB
238
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.89M +$1.72M +18,964 +41%
AG
239
Advisor Group
Arizona
$5.88M +$962K +10,615 +19%
Calamos Advisors
240
Calamos Advisors
Illinois
$5.68M -$12.8M -141,505 -69%
WT
241
Whittier Trust
California
$5.67M -$2.82M -31,153 -33%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$5.66M +$138K +1,524 +2%
Rafferty Asset Management
243
Rafferty Asset Management
New York
$5.52M -$921K -10,167 -14%
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$5.49M -$43.5K -480 -0.8%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$5.42M +$3.36M +37,041 +160%
AF
246
Ally Financial
Michigan
$5.4M
LTFS
247
Ladenburg Thalmann Financial Services
Florida
$5.38M +$156K +1,721 +3%
BF
248
BOK Financial
Oklahoma
$5.31M +$52.8K +583 +1%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$5.3M +$1.17M +12,945 +28%
RGI
250
River Global Investors
United Kingdom
$5.25M +$861K +9,500 +19%

PRU Hedge Fund Activity: Q3 2019 in Review

955 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2019, worth a combined $23.1B — down 15% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of PRU and 70 opened new positions — a net loss of 32 holders — while 375 trimmed existing stakes and 362 added.

The largest buyer was Nippon Life Insurance, adding an estimated $167M. The largest seller was T. Rowe Price Associates, cutting an estimated $126M.

  • 955 institutional investors held Prudential Financial (PRU) as of Q3 2019, down from 995 in Q2 2019.
  • Funds reported $23.1B of Prudential Financial stock for Q3 2019, down 15% quarter-over-quarter.
  • 70 funds opened new Prudential Financial positions in Q3 2019 and 102 closed out, a net change of -32 holders.
  • The largest Prudential Financial buyer in Q3 2019 was Nippon Life Insurance, an estimated $167M added.
  • The largest Prudential Financial seller in Q3 2019 was T. Rowe Price Associates, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2019.