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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
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$4.75M -$125K -1,362 -3%
AssetMark Inc
252
AssetMark Inc
California
$4.74M +$3.82M +41,621 +465%
MAM
253
Meeder Asset Management
Ohio
$4.71M -$3.23M -35,170 -41%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$4.69M +$193K +2,107 +4%
FAAS
255
First Allied Advisory Services
California
$4.68M -$90.2K -982 -2%
PA
256
Pinnacle Associates
New York
$4.59M +$51.4K +560 +1%
GCM
257
Garland Capital Management
Washington
$4.58M
CGH
258
Crossmark Global Holdings
Texas
$4.58M -$310K -3,373 -6%
NAM
259
Nissay Asset Management
Japan
$4.58M -$158K -1,719 -3%
SFM
260
Soros Fund Management
New York
$4.54M
Baird Financial Group
261
Baird Financial Group
Wisconsin
$4.54M +$988K +10,755 +29%
TAM
262
Tradition Asset Management
Virginia
$4.54M +$151K +1,640 +4%
SFWA
263
Summit Financial Wealth Advisors
Louisiana
$4.54M +$280K +3,048 +6%
ICM
264
Invenomic Capital Management
Massachusetts
$4.53M +$4.44M +48,376 New
TAM
265
Tocqueville Asset Management
New York
$4.52M -$39.6K -431 -0.9%
SG Americas Securities
266
SG Americas Securities
New York
$4.45M +$1.54M +16,801 +55%
AAIM
267
American Assets Investment Management
California
$4.36M
ECM
268
Evergreen Capital Management
Washington
$4.31M +$192K +2,090 +5%
IA
269
IndexIQ Advisors
New York
$4.28M +$918K +9,997 +28%
TW
270
Transform Wealth
Colorado
$4.25M +$37.4K +407 +0.9%
EDRH
271
Edmond de Rothschild Holding
Switzerland
$4.25M -$979K -10,662 -19%
BFA
272
Bragg Financial Advisors
North Carolina
$4.23M +$272K +2,965 +7%
FT
273
Fiduciary Trust
Massachusetts
$4.18M -$368K -4,009 -8%
OIM
274
Opus Investment Management
Massachusetts
$4.15M -$344K -3,750 -8%
MNBTD
275
Moody National Bank Trust Division
Texas
$4.13M +$68.9K +750 +2%

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.