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Prudential Financial

912 hedge funds and large institutions have $12.7B invested in Prudential Financial in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 331 increasing their positions, 368 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% less ownership

Funds ownership: 64.27%61.79% (-2.5%)

10% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 368

12% less funds holding

Funds holding: 1,034912 (-122)

16% less call options, than puts

Call options by funds: $153M | Put options by funds: $182M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

48% less capital invested

Capital invested by funds: $24.2B → $12.7B (-$11.6B)

55% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 198

Holders
912
Holders Change
-122
Holders Change %
-11.8%
% of All Funds
20.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
90
Increased
331
Reduced
368
Closed
198
Calls
$153M
Puts
$182M
Net Calls
-$29.6M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
II
276
IFM Investors
Australia
$2.17M -$127K -1,598 -4%
NB
277
Northwest Bancshares
Pennsylvania
$2.16M +$65.8K +828 +2%
ANI
278
American National Insurance
Texas
$2.16M
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$2.15M +$185K +2,323 +6%
CC
280
Courier Capital
New York
$2.14M +$107K +1,347 +3%
HC
281
HNP Capital
New York
$2.14M +$3.28M +41,307 New
CIC
282
Cornercap Investment Counsel
Georgia
$2.13M -$218K -2,746 -6%
MHS
283
M Holdings Securities
Oregon
$2.11M +$3.22M +40,515 New
AIP
284
Ameritas Investment Partners
Nebraska
$2.11M -$10.1K -127 -0.3%
Public Sector Pension Investment Board (PSP Investments)
285
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.1M -$3.34M -42,062 -51%
HW
286
Hancock Whitney
Mississippi
$2.09M +$705K +8,869 +28%
NC
287
Naman Capital
Brazil
$2.09M +$3.18M +40,000 New
EP
288
Edgestream Partners
New Jersey
$2.08M +$503K +6,325 +19%
FNT
289
First National Trust
Pennsylvania
$2.08M -$257K -3,230 -7%
SAM
290
Securian Asset Management
Minnesota
$2.05M -$50.4K -634 -2%
GT
291
Glenmede Trust
Pennsylvania
$2.05M
TAM
292
Tocqueville Asset Management
New York
$2.02M -$749K -9,420 -20%
ONB
293
Old National Bancorp
Indiana
$2.01M +$281K +3,531 +10%
SAM
294
Sompo Asset Management
Japan
$2.01M +$177K +2,230 +6%
PAG
295
Private Advisor Group
New Jersey
$1.95M +$988K +12,429 +50%
Holocene Advisors
296
Holocene Advisors
New York
$1.95M +$2.98M +37,458 New
Los Angeles Capital Management
297
Los Angeles Capital Management
California
$1.95M -$24.6K -310 -0.8%
Axa
298
Axa
France
$1.9M -$503K -6,329 -15%
NVIM
299
New Vernon Investment Management
Illinois
$1.87M +$950K +11,947 +50%
CCM
300
Cadence Capital Management
Massachusetts
$1.83M +$612K +7,706 +28%

PRU Hedge Fund Activity: Q1 2020 in Review

912 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2020, worth a combined $12.7B — down 48% from $24.2B a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of PRU and 90 opened new positions — a net loss of 108 holders — while 368 trimmed existing stakes and 331 added.

The largest buyer was Bank of America, adding an estimated $167M. The largest seller was Wellington Management Group, cutting an estimated $764M.

  • 912 institutional investors held Prudential Financial (PRU) as of Q1 2020, down from 1,034 in Q4 2019.
  • Funds reported $12.7B of Prudential Financial stock for Q1 2020, down 48% quarter-over-quarter.
  • 90 funds opened new Prudential Financial positions in Q1 2020 and 198 closed out, a net change of -108 holders.
  • The largest Prudential Financial buyer in Q1 2020 was Bank of America, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2020 was Wellington Management Group, an estimated $764M sold.

Based on aggregated 13F filings for Q1 2020.