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Prudential Financial

903 hedge funds and large institutions have $14.2B invested in Prudential Financial in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.55B)

1% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 96

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

1% less funds holding

Funds holding: 913903 (-10)

2.59% less ownership

Funds ownership: 61.79%59.19% (-2.6%)

15% less call options, than puts

Call options by funds: $225M | Put options by funds: $266M

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
18.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
97
Increased
321
Reduced
345
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
476
Ellsworth Advisors
Ohio
$570K +$549K +9,357 New
IFWM
477
Institute for Wealth Management
Colorado
$565K +$21.5K +366 +4%
SWA
478
Stratos Wealth Advisors
Ohio
$563K +$543K +9,244 New
RFM
479
Royal Fund Management
Florida
$559K +$201K +3,427 +59%
EI
480
Ethic Inc
New York
$558K +$211K +3,602 +65%
BDS
481
Banco de Sabadell
Florida
$552K +$11.9K +203 +2%
CIAS
482
Capital Investment Advisory Services
North Carolina
$550K -$26.9K -458 -5%
VFA
483
Voya Financial Advisors
Connecticut
$538K -$22.3K -379 -4%
RJT
484
Raymond James Trust
Florida
$536K +$10.4K +177 +2%
EGA
485
E&G Advisors
Texas
$530K -$11.7K -200 -2%
SC
486
SRB Corp
Massachusetts
$528K +$180K +3,070 +55%
CAPTRUST Financial Advisors
487
CAPTRUST Financial Advisors
North Carolina
$527K -$808K -13,761 -61%
GT
488
Greenleaf Trust
Michigan
$525K +$79.6K +1,355 +19%
VI
489
Vestcor Inc
New Brunswick, Canada
$520K -$3.58K -61 -0.7%
CA
490
Cetera Advisors
Colorado
$512K -$1.44M -24,457 -74%
MCM
491
Mengis Capital Management
Oregon
$511K -$866K -14,755 -64%
HC
492
Hourglass Capital
Texas
$511K +$203K +3,450 +70%
S
493
SignatureFD
Georgia
$508K +$153K +2,599 +45%
SJIM
494
St. Johns Investment Management
Florida
$506K +$172K +2,923 +54%
FCFC
495
First Commonwealth Financial Corp
Pennsylvania
$505K +$257K +4,384 +112%
GIA
496
Gateway Investment Advisers
Ohio
$502K +$12.8K +218 +3%
PP
497
Patten & Patten
Tennessee
$498K +$5.11K +87 +1%
FWP
498
FAS Wealth Partners
Kansas
$498K +$24.5K +418 +5%
SLF
499
Sun Life Financial
Ontario, Canada
$498K +$31.7K +540 +7%
EP
500
Eudaimonia Partners
Tennessee
$495K +$20.2K +344 +4%

PRU Hedge Fund Activity: Q2 2020 in Review

903 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2020, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PRU positions and 96 closed out — a net gain of 1 holder — while 321 added to existing stakes and 345 trimmed.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $507M.

  • 903 institutional investors held Prudential Financial (PRU) as of Q2 2020, down from 913 in Q1 2020.
  • Funds reported $14.2B of Prudential Financial stock for Q2 2020, up 12% quarter-over-quarter.
  • 97 funds opened new Prudential Financial positions in Q2 2020 and 96 closed out, a net change of +1 holder.
  • The largest Prudential Financial buyer in Q2 2020 was BlackRock, an estimated $210M added.
  • The largest Prudential Financial seller in Q2 2020 was Bank of America, an estimated $507M sold.

Based on aggregated 13F filings for Q2 2020.