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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$141M -$781K -8,622 -0.5%
Wells Fargo
27
Wells Fargo
California
$138M -$8.02M -88,547 -5%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$137M +$7.19M +79,332 +5%
AAMU
29
Amundi Asset Management US
Massachusetts
$137M -$17.9M -197,839 -11%
PPA
30
Parametric Portfolio Associates
Washington
$132M -$5.11M -56,372 -4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$121M +$686K +7,567 +0.6%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$102M -$1.61M -17,713 -2%
Bessemer Group
33
Bessemer Group
New Jersey
$97.7M -$416K -4,591 -0.4%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$95.3M -$30.2M -333,209 -24%
Boston Partners
35
Boston Partners
Massachusetts
$94M -$5.2M -57,402 -5%
Allianz Asset Management
36
Allianz Asset Management
Germany
$93.6M -$28.6M -315,224 -23%
MYLI
37
Meiji Yasuda Life Insurance
Japan
$92.2M +$88.8K +980 +0.1%
UBS Group
38
UBS Group
Switzerland
$90.6M +$9.74M +107,454 +12%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$89M +$14.9M +164,497 +20%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$85.4M -$8.59M -94,782 -9%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$84.8M -$7.28M -80,356 -8%
DLA
42
Douglas Lane & Associates
New York
$84.7M +$2.9M +31,951 +4%
Federated Hermes
43
Federated Hermes
Pennsylvania
$81.9M -$3.88M -42,820 -4%
Barclays
44
Barclays
United Kingdom
$80.4M -$33.2M -366,312 -29%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$75.1M +$24.3M +267,805 +47%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$73.9M +$313K +3,453 +0.4%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$72.3M +$19.3M +213,400 +36%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$71.4M +$40.3M +444,894 +128%
CS
49
Credit Suisse
Switzerland
$68.9M +$8.64M +95,363 +14%
Principal Financial Group
50
Principal Financial Group
Iowa
$68.1M +$2.49M +27,522 +4%

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.