We are live on ! Find out more
PRU icon

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
TAM
451
Tiverton Asset Management
Delaware
$1.11M +$562K +6,198 +102%
WI
452
WBI Investments
New Jersey
$1.1M -$1.33M -14,712 -55%
CIP
453
Capital Insight Partners
Arizona
$1.09M +$2.63K +29 +0.2%
TPA
454
Trivium Point Advisory
Connecticut
$1.09M +$29.5K +325 +3%
CB
455
Commerce Bank
Missouri
$1.08M +$62.6K +691 +6%
CI
456
Cigna Investments
Connecticut
$1.08M +$43.5K +480 +4%
JIC
457
Johnson Investment Counsel
Ohio
$1.07M +$1.27K +14 +0.1%
WA
458
WBH Advisory
Maryland
$1.05M +$453 +5 +0%
PG
459
Pendal Group
Australia
$1.05M +$1.06M +11,654 New
SFM
460
Signet Financial Management
New Jersey
$1.04M +$48K +530 +5%
RG
461
Renaissance Group
Kentucky
$1.03M +$164K +1,813 +19%
TC
462
Truvestments Capital
Florida
$1.03M +$234K +2,587 +29%
DZ Bank
463
DZ Bank
Germany
$1.03M -$227K -2,500 -18%
EGA
464
E&G Advisors
Texas
$1.02M
LOAMS
465
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.02M -$848K -9,362 -45%
UAS
466
United Asset Strategies
New York
$1.02M +$46.9K +518 +5%
William Blair & Company
467
William Blair & Company
Illinois
$1.02M -$7.97K -88 -0.8%
BDF
468
Balasa Dinverno & Foltz
$989K -$451K -4,980 -31%
AC
469
Allstate Corporation
Illinois
$982K -$331K -3,656 -25%
FMB
470
Field & Main Bank
Kentucky
$978K -$189K -2,085 -16%
OI
471
Oakbrook Investments
Illinois
$976K -$245K -2,700 -20%
CCP
472
Corient Capital Partners
California
$973K +$708K +7,809 +260%
YIA
473
YHB Investment Advisors
Connecticut
$967K -$580K -6,400 -37%
SC
474
Scotia Capital
Ontario, Canada
$967K -$90.7K -1,001 -9%
ECM
475
Everence Capital Management
Indiana
$955K

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.