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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
HCM
401
Harvey Capital Management
Florida
$1.59M -$11.5K -125 -0.7%
HIM
402
HawsGoodwin Investment Management
Tennessee
$1.56M +$1.53M +16,620 New
SW
403
SkyOak Wealth
Michigan
$1.55M +$1.51M +16,490 New
SC
404
Scotia Capital
Ontario, Canada
$1.54M +$519K +5,652 +53%
CBN
405
Cadence Bank NA
Texas
$1.53M +$13.9K +151 +0.9%
MCAI
406
Members Capital Advisors Inc
Wisconsin
$1.49M +$1.46M +15,912 New
HWM
407
Hohimer Wealth Management
Washington
$1.48M +$1.45M +15,821 New
NMIMC
408
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M +$28.2K +307 +2%
CA
409
Commerzbank Aktiengesellschaft
Germany
$1.46M -$3.51M -38,207 -71%
SIM
410
Sentry Investment Management
Wisconsin
$1.46M
PAM
411
Paradigm Asset Management
New York
$1.44M +$64.3K +700 +5%
PLFAM
412
Pineno Levin & Ford Asset Management
Virginia
$1.42M -$209K -2,280 -13%
ECM
413
Everence Capital Management
Indiana
$1.42M +$417K +4,540 +43%
SPIA
414
Steward Partners Investment Advisory
New York
$1.4M +$154K +1,677 +13%
Brown Advisory
415
Brown Advisory
Maryland
$1.4M -$337K -3,675 -20%
V
416
Veritable
Delaware
$1.39M +$149K +1,625 +12%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$1.39M -$1.01M -11,054 -43%
SCA
418
Stonebridge Capital Advisors
Minnesota
$1.38M +$169K +1,842 +14%
BFS
419
Bradley Foster & Sargent
Connecticut
$1.38M -$42.6K -464 -3%
PCA
420
Providence Capital Advisors
North Carolina
$1.37M +$1.34M +14,612 New
MCM
421
Mork Capital Management
California
$1.37M
PI
422
PGGM Investments
Netherlands
$1.33M -$33.9M -368,998 -96%
TPA
423
Trivium Point Advisory
Connecticut
$1.33M +$137K +1,495 +12%
Neuberger Berman Group
424
Neuberger Berman Group
New York
$1.33M -$16.8K -183 -1%
VC
425
Vicus Capital
Pennsylvania
$1.33M -$6.06K -66 -0.5%

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.