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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
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$2.38M +$493K +5,365 +27%
PP
352
Paloma Partners
Connecticut
$2.38M +$1.4M +15,297 +152%
PAG
353
Private Advisor Group
New Jersey
$2.35M -$235K -2,562 -9%
NSEDCP
354
NJ State Employees Deferred Compensation Plan
New Jersey
$2.34M
PCM
355
Pinz Capital Management
New York
$2.33M +$2.28M +24,800 New
LNB
356
Ledyard National Bank
$2.32M -$246K -2,683 -10%
VWM
357
Valley Wealth Managers
New Jersey
$2.27M +$221K +2,410 +11%
AIL
358
AGF Investments LLC
Ontario, Canada
$2.25M -$274K -2,989 -11%
NVIM
359
New Vernon Investment Management
Illinois
$2.24M
HCM
360
Hengehold Capital Management
Ohio
$2.24M +$33.1K +361 +2%
MCM
361
Mengis Capital Management
Oregon
$2.2M -$197K -2,142 -8%
QC
362
Quadrature Capital
United Kingdom
$2.2M +$2.15M +23,455 New
FMBTD
363
First Midwest Bank Trust Division
Illinois
$2.16M -$226K -2,456 -10%
SA
364
Strategic Advisors
New York
$2.16M -$94.4K -1,028 -4%
BCV
365
Banque Cantonale Vaudoise
Switzerland
$2.15M +$2.11M +22,942 New
RIM
366
Redpoint Investment Management
Australia
$2.14M -$170K -1,853 -7%
QI
367
QS Investors
New York
$2.09M +$64.6K +704 +3%
BRWA
368
B. Riley Wealth Advisors
Florida
$2.06M +$276K +3,009 +16%
MCM
369
Monument Capital Management
Virginia
$2.05M +$210K +2,283 +12%
GT
370
Glenmede Trust
Pennsylvania
$2.05M -$13K -142 -0.6%
OC
371
Oppenheimer & Co
New York
$2.04M +$1.08M +11,805 +118%
TNB
372
TCF National Bank
South Dakota
$2.04M -$104K -1,135 -5%
RIM
373
Regent Investment Management
Kentucky
$2.03M -$257K -2,800 -11%
PWS
374
Peloton Wealth Strategists
Indiana
$1.99M -$68.8K -749 -3%
ACP
375
Aviance Capital Partners
Florida
$1.98M +$245K +2,667 +14%

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.