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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
OC
426
Oarsman Capital
Wisconsin
$1.28M -$58.4K -644 -4%
VC
427
Vicus Capital
Pennsylvania
$1.28M -$11.1K -123 -0.9%
JMPWA
428
JP Morgan Private Wealth Advisors
California
$1.28M +$84.5K +932 +7%
WAOTB
429
Wealth Advisors of Tampa Bay
Florida
$1.27M -$48.8K -539 -4%
VanEck Associates
430
VanEck Associates
New York
$1.26M +$107K +1,176 +9%
DIA
431
Dana Investment Advisors
Wisconsin
$1.25M -$10.2K -113 -0.8%
GFA
432
Gifford Fong Associates
California
$1.21M
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$1.2M +$4.53K +50 +0.4%
SPIA
434
Steward Partners Investment Advisory
New York
$1.2M +$156K +1,720 +15%
V
435
Veritable
Delaware
$1.19M -$41.3K -456 -3%
AP
436
Advisor Partners
California
$1.18M -$68.9K -760 -5%
ITIM
437
Indiana Trust & Investment Management
Indiana
$1.18M -$74K -817 -6%
SACTSONJ
438
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.17M
DC
439
Diametric Capital
Massachusetts
$1.17M +$35K +386 +3%
SCA
440
Stonebridge Capital Advisors
Minnesota
$1.16M +$35.3K +390 +3%
FUBT
441
First United Bank & Trust
Maryland
$1.16M -$365K -4,025 -24%
LS
442
Livforsakringsbolaget Skandia
Sweden
$1.16M
RMAM
443
Raab & Moskowitz Asset Management
New Jersey
$1.15M -$22.6K -249 -2%
RWM
444
RKL Wealth Management
Pennsylvania
$1.15M +$2.9K +32 +0.3%
BCI
445
Brinker Capital Investments
Pennsylvania
$1.14M -$490K -5,403 -30%
BCMO
446
Buckingham Capital Management (Ohio)
Ohio
$1.14M -$241K -2,663 -17%
ATFA
447
All Terrain Financial Advisors
Minnesota
$1.12M +$174K +1,916 +18%
SFS
448
Sowell Financial Services
Arkansas
$1.12M +$1.13M +12,432 New
Truist Financial
449
Truist Financial
North Carolina
$1.11M -$209K -2,302 -16%
QSS
450
Quantitative Systematic Strategies
Florida
$1.11M +$1.12M +12,309 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.