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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
PWS
376
Peloton Wealth Strategists
Indiana
$1.98M +$163K +1,802 +9%
VWM
377
Valley Wealth Managers
New Jersey
$1.96M +$42K +463 +2%
CCM
378
Cadence Capital Management
Massachusetts
$1.95M +$78.8K +869 +4%
QI
379
QS Investors
New York
$1.92M -$78.2K -863 -4%
DA
380
Denali Advisors
California
$1.89M -$9.06K -100 -0.5%
B
381
Barings
North Carolina
$1.89M -$544 -6 -0%
LAIC
382
Lederer & Associates Investment Counsel
California
$1.87M -$2.72K -30 -0.1%
KRS
383
Kentucky Retirement Systems
Kentucky
$1.85M +$153K +1,692 +9%
BCA
384
Bray Capital Advisors
Florida
$1.8M -$15.9K -175 -0.9%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$285K +3,146 +19%
MCM
386
Monument Capital Management
Virginia
$1.76M -$236K -2,603 -12%
TCM
387
Twin Capital Management
Pennsylvania
$1.76M +$293K +3,230 +20%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$1.74M -$99.7K -1,100 -5%
BRWA
389
B. Riley Wealth Advisors
Florida
$1.7M +$427K +4,709 +33%
IB
390
Intrust Bank
Kansas
$1.69M -$250K -2,754 -13%
Brown Advisory
391
Brown Advisory
Maryland
$1.68M +$82.9K +915 +5%
ACP
392
Aviance Capital Partners
Florida
$1.66M +$137K +1,515 +9%
LIA
393
LS Investment Advisors
Michigan
$1.66M -$39.3K -434 -2%
TIP
394
Torray Investment Partners
Maryland
$1.65M +$9.34K +103 +0.6%
SPC
395
Sigma Planning Corp
Michigan
$1.65M +$264K +2,910 +19%
Connor, Clark & Lunn Investment Management (CC&L)
396
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.65M +$945K +10,425 +132%
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$1.64M +$99.7K +1,100 +6%
CBTWT
398
Community Bank & Trust (Waco, Texas)
Texas
$1.63M +$126K +1,394 +8%
YMRC
399
Yorktown Management & Research Company
Virginia
$1.62M
LCM
400
Landscape Capital Management
New Jersey
$1.59M +$1.61M +17,723 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.