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Prudential Financial

1,034 hedge funds and large institutions have $24.2B invested in Prudential Financial in 2019 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 371 increasing their positions, 357 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 67

8% more funds holding

Funds holding: 9551,034 (+79)

5% more capital invested

Capital invested by funds: $23.1B → $24.2B (+$1.11B)

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 357

0.41% more ownership

Funds ownership: 63.86%64.27% (+0.41%)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

40% less call options, than puts

Call options by funds: $263M | Put options by funds: $440M

Holders
1,034
Holders Change
+79
Holders Change %
+8.27%
% of All Funds
20.37%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
162
Increased
371
Reduced
357
Closed
67
Calls
$263M
Puts
$440M
Net Calls
-$178M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$6.34M +$212K +2,305 +4%
OCM
227
Olstein Capital Management
New York
$6.28M -$643K -7,000 -9%
Rafferty Asset Management
228
Rafferty Asset Management
New York
$6.24M +$482K +5,252 +9%
CWM
229
CIBC World Markets
New York
$6.21M +$1.87M +20,410 +45%
Balyasny Asset Management
230
Balyasny Asset Management
Illinois
$6.18M +$6.05M +65,909 New
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$6.16M -$271K -2,950 -4%
FWIA
232
Fort Washington Investment Advisors
Ohio
$6.12M +$1.28M +13,888 +27%
BF
233
BOK Financial
Oklahoma
$6.09M +$542K +5,899 +10%
Calamos Advisors
234
Calamos Advisors
Illinois
$5.83M -$93.8K -1,022 -2%
AB
235
Amalgamated Bank
New York
$5.8M +$437K +4,762 +8%
AAF
236
Andra AP-fonden
Sweden
$5.76M -$1.06M -11,500 -16%
WT
237
Whittier Trust
California
$5.75M -$154K -1,682 -3%
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$5.73M +$12.9K +141 +0.2%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$5.71M +$360K +3,924 +7%
AF
240
Ally Financial
Michigan
$5.62M
CIC
241
Cutler Investment Counsel
Oregon
$5.6M -$919K -10,004 -14%
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$5.52M -$128K -1,395 -2%
RGI
243
River Global Investors
United Kingdom
$5.47M
GWM
244
Geneos Wealth Management
Colorado
$5.38M +$427K +4,645 +9%
MSA
245
Mason Street Advisors
Wisconsin
$5.38M +$5.27M +57,356 New
Jane Street
246
Jane Street
New York
$5.19M +$4.69M +51,038 +1,172%
WB
247
WesBanco Bank
West Virginia
$5.12M +$673K +7,324 +15%
MOACM
248
Mutual of America Capital Management
New York
$5.08M +$37.1K +404 +0.8%
FHA
249
First Horizon Advisors
Tennessee
$4.94M +$97.5K +1,062 +2%
DADC
250
D.A. Davidson & Co
Montana
$4.9M +$741K +8,074 +18%

PRU Hedge Fund Activity: Q4 2019 in Review

1,034 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2019, worth a combined $24.2B — up 4.8% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PRU positions and 67 closed out — a net gain of 95 holders — while 371 added to existing stakes and 357 trimmed.

The largest buyer was Bank of America, adding an estimated $606M. The largest seller was Ameriprise, cutting an estimated $183M.

  • 1,034 institutional investors held Prudential Financial (PRU) as of Q4 2019, up from 955 in Q3 2019.
  • Funds reported $24.2B of Prudential Financial stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 162 funds opened new Prudential Financial positions in Q4 2019 and 67 closed out, a net change of +95 holders.
  • The largest Prudential Financial buyer in Q4 2019 was Bank of America, an estimated $606M added.
  • The largest Prudential Financial seller in Q4 2019 was Ameriprise, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2019.