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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
PAS
476
Park Avenue Securities
New York
$968K +$132K +1,434 +16%
TC
477
Truvestments Capital
Florida
$961K -$110K -1,195 -10%
PVWM
478
Point View Wealth Management
New Jersey
$961K +$190K +2,071 +25%
Nomura Holdings
479
Nomura Holdings
Japan
$958K +$219K +2,382 +30%
CAN
480
Cetera Advisor Networks
California
$950K +$37.7K +411 +4%
FMB
481
Field & Main Bank
Kentucky
$947K -$70.7K -770 -7%
ICM
482
Islay Capital Management
Texas
$945K +$926K +10,080 New
FUBT
483
First United Bank & Trust
Maryland
$941K -$259K -2,825 -22%
OPS
484
Orion Portfolio Solutions
Nebraska
$939K +$920K +10,014 New
IFWM
485
Institute for Wealth Management
Colorado
$932K +$11.4K +124 +1%
SFS
486
Sowell Financial Services
Arkansas
$929K -$231K -2,520 -20%
CS
487
Comerica Securities
Michigan
$927K -$47.3K -515 -5%
CIM
488
CIM Investment Management
Pennsylvania
$927K
RJT
489
Raymond James Trust
Florida
$907K +$17.4K +190 +2%
LAM
490
Lingohr Asset Management
Germany
$895K
KRSITF
491
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$893K +$3.49K +38 +0.4%
TWI
492
Thomas White International
Illinois
$885K -$5.88K -64 -0.7%
NGA
493
Naples Global Advisors
Florida
$885K +$66.8K +727 +8%
UAS
494
United Asset Strategies
New York
$883K -$181K -1,974 -17%
SNBOSD
495
Security National Bank of So Dak
Iowa
$876K +$28.9K +315 +3%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$857K +$34K +370 +4%
Franklin Resources
497
Franklin Resources
California
$855K +$88.3K +962 +12%
BFEC
498
Benjamin F. Edwards & Company
Missouri
$845K +$50.3K +548 +6%
DTL
499
Dynamic Technology Lab
Singapore
$845K +$828K +9,019 New
GIA
500
Gateway Investment Advisers
Ohio
$840K -$134K -1,456 -14%

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.