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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
PP
501
Patten & Patten
Tennessee
$822K +$58.3K +635 +8%
BDS
502
Banco de Sabadell
Florida
$819K -$24.7K -269 -3%
KWM
503
Keebeck Wealth Management
Illinois
$813K +$797K +8,680 New
SWP
504
Stratos Wealth Partners
Ohio
$809K +$73.2K +797 +10%
AWCI
505
Alpine Woods Capital Investors
New York
$802K +$786K +8,555 New
BDF
506
Balasa Dinverno & Foltz
$800K -$226K -2,456 -22%
DIA
507
Dana Investment Advisors
Wisconsin
$799K -$497K -5,418 -39%
CT
508
Caldwell Trust
Florida
$797K +$781K +8,503 New
FFG
509
Fortem Financial Group
California
$795K +$160K +1,742 +26%
FTIOP
510
Fiduciary Trust International of Pennsylvania
Pennsylvania
$794K +$3.31K +36 +0.4%
JCM
511
Jacobi Capital Management
Pennsylvania
$792K -$27.6K -301 -3%
HT
512
Heritage Trust
Oklahoma
$784K
NA
513
NewEdge Advisors
Louisiana
$783K +$189K +2,056 +33%
LWA
514
LWS Wealth Advisors
New Jersey
$772K +$756K +8,232 New
PA
515
Profund Advisors
Maryland
$769K -$31.6K -344 -4%
CCG
516
Ceeto Capital Group
Florida
$750K
Cetera Investment Advisers
517
Cetera Investment Advisers
Illinois
$748K +$8.91K +97 +1%
LMAM
518
Legg Mason Asset Management
Japan
$748K +$31.2K +340 +5%
MGIA
519
Moneta Group Investment Advisors
Missouri
$732K -$16.9K -184 -2%
AC
520
Allstate Corporation
Illinois
$713K -$305K -3,317 -30%
BCP
521
Blue Chip Partners
Michigan
$709K +$6.61K +72 +1%
CFA
522
Camarda Financial Advisors
Florida
$708K +$694K +7,556 New
TC
523
TwinBeech Capital
New York
$707K +$693K +7,542 New
LWPC
524
Legacy Wealth Partners (California)
California
$702K +$674K +7,339 New
TPWA
525
TRUE Private Wealth Advisors
Oregon
$697K +$683K +7,440 New

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.