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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
SFWA
276
Summit Financial Wealth Advisors
Louisiana
$4.22M +$427K +4,714 +11%
TAM
277
Tradition Asset Management
Virginia
$4.21M +$55K +607 +1%
AAIM
278
American Assets Investment Management
California
$4.18M
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$4.17M +$131K +1,450 +3%
SB
280
Suntrust Banks
Georgia
$4.16M +$111K +1,230 +3%
CSS
281
Cubist Systematic Strategies
Connecticut
$4.13M -$409K -4,518 -9%
DCM
282
Dupont Capital Management
Delaware
$4.12M -$5.07M -55,996 -55%
CWM
283
CIBC World Markets
New York
$4.12M -$2.25M -24,773 -35%
TW
284
Transform Wealth
Colorado
$4.04M -$91.7K -1,012 -2%
FNBT
285
FineMark National Bank & Trust
Florida
$4M +$325K +3,581 +9%
CIC
286
Cornercap Investment Counsel
Georgia
$3.99M -$96.5K -1,065 -2%
DADC
287
D.A. Davidson & Co
Montana
$3.98M +$1.77M +19,542 +79%
II
288
IFM Investors
Australia
$3.97M +$1.38M +15,217 +53%
ANI
289
American National Insurance
Texas
$3.95M -$5.6M -61,800 -58%
ECM
290
Evergreen Capital Management
Washington
$3.95M +$1.42M +15,616 +55%
Pacer Advisors
291
Pacer Advisors
Pennsylvania
$3.94M +$387K +4,273 +11%
SI
292
Stephens Inc
Arkansas
$3.9M +$415K +4,582 +12%
MNBTD
293
Moody National Bank Trust Division
Texas
$3.9M -$4.65M -51,300 -54%
TAF
294
Tredje AP-fonden
Sweden
$3.87M +$929K +10,250 +31%
IA
295
Icon Advisers
Colorado
$3.81M -$9.14M -100,800 -70%
DCM
296
Delta Capital Management
New Jersey
$3.8M -$325K -3,590 -8%
BFA
297
Bragg Financial Advisors
North Carolina
$3.79M +$276K +3,046 +8%
FNT
298
First National Trust
Pennsylvania
$3.77M -$24.3K -268 -0.6%
TRSOTSOK
299
Teachers Retirement System of the State of Kentucky
Kentucky
$3.76M +$218K +2,400 +6%
B
300
BP
United Kingdom
$3.76M

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.