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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
CB
426
Commerce Bank
Missouri
$1.32M +$189K +2,060 +17%
B
427
Barings
North Carolina
$1.31M -$634K -6,900 -33%
WI
428
WBI Investments
New Jersey
$1.3M +$156K +1,698 +14%
LWMM
429
Legacy Wealth Management (Mississippi)
Mississippi
$1.3M +$1.28M +13,914 New
AP
430
Advisor Partners
California
$1.29M +$54.8K +597 +5%
OWD
431
Osborn Williams & Donohoe
Ohio
$1.28M -$126K -1,377 -9%
JMPWA
432
JP Morgan Private Wealth Advisors
California
$1.27M -$56.9K -620 -4%
GFA
433
Gifford Fong Associates
California
$1.26M
BBVA
434
Banco Bilbao Vizcaya Argentaria
Spain
$1.26M +$1.23M +13,426 New
Qube Research & Technologies (QRT)
435
Qube Research & Technologies (QRT)
United Kingdom
$1.26M +$1.23M +13,397 New
SS
436
Simplicity Solutions
Minnesota
$1.25M +$448K +4,883 +57%
BCMO
437
Buckingham Capital Management (Ohio)
Ohio
$1.23M +$43.4K +473 +4%
RSC
438
Red Spruce Capital
Pennsylvania
$1.22M +$1.2M +13,037 New
SACTSONJ
439
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M
JIC
440
Johnson Investment Counsel
Ohio
$1.21M +$98.3K +1,070 +9%
DC
441
Diametric Capital
Massachusetts
$1.2M -$20.6K -224 -2%
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
$1.19M +$336K +3,657 +40%
CCP
443
Corient Capital Partners
California
$1.19M +$170K +1,853 +17%
RWM
444
RKL Wealth Management
Pennsylvania
$1.18M -$14.9K -162 -1%
AIC
445
Ameritas Investment Company
Nebraska
$1.17M +$1.01M +11,011 +735%
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
$1.17M +$563K +6,132 +96%
ATFA
447
All Terrain Financial Advisors
Minnesota
$1.17M +$735 +8 +0.1%
AWM
448
AE Wealth Management
Kansas
$1.16M +$517K +5,633 +83%
RMAM
449
Raab & Moskowitz Asset Management
New Jersey
$1.13M -$68.9K -750 -6%
WAOTB
450
Wealth Advisors of Tampa Bay
Florida
$1.13M -$189K -2,053 -15%

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.