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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
AIL
351
AGF Investments LLC
Ontario, Canada
$2.43M -$1.09M -12,034 -31%
BIA
352
BMT Investment Advisors
Pennsylvania
$2.42M +$109K +1,200 +5%
FFSOTS
353
Fiduciary Financial Services of The Southwest
Texas
$2.41M -$116K -1,277 -5%
OIM
354
Orca Investment Management
Oregon
$2.38M -$43.8K -483 -2%
AIA
355
Affinity Investment Advisors
California
$2.37M -$2.17M -23,949 -48%
EAM
356
Erste Asset Management
Austria
$2.36M +$335K +3,700 +16%
Wealthfront Advisers
357
Wealthfront Advisers
California
$2.35M -$87.6K -967 -4%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$2.33M -$1.26M -13,919 -35%
COPPSERS
359
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.32M -$583K -6,437 -20%
MA
360
MUFG Americas
New York
$2.31M +$205K +2,258 +10%
MCM
361
Mengis Capital Management
Oregon
$2.31M -$340K -3,750 -13%
FMBTD
362
First Midwest Bank Trust Division
Illinois
$2.29M -$307K -3,389 -12%
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$2.29M +$148K +1,632 +7%
NSEDCP
364
NJ State Employees Deferred Compensation Plan
New Jersey
$2.25M
CAM
365
CenterStar Asset Management
Illinois
$2.24M
ACPU
366
Arrowgrass Capital Partners (US)
Delaware
$2.23M +$2.25M +24,829 New
RIM
367
Redpoint Investment Management
Australia
$2.22M -$284K -3,131 -11%
CPO
368
Cerity Partners OCIO
New York
$2.22M +$2.23M +24,635 New
MML Investors Services
369
MML Investors Services
Massachusetts
$2.2M -$127K -1,398 -5%
RIM
370
Regent Investment Management
Kentucky
$2.2M +$27.2K +300 +1%
JG
371
Jefferies Group
New York
$2.2M -$2.47M -27,217 -53%
SA
372
Strategic Advisors
New York
$2.16M +$764K +8,434 +54%
NVIM
373
New Vernon Investment Management
Illinois
$2.15M -$722K -7,965 -25%
HCM
374
Hengehold Capital Management
Ohio
$2.12M +$54.2K +598 +3%
TNB
375
TCF National Bank
South Dakota
$2.06M +$2.08M +22,899 New

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.