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Prudential Financial

1,006 hedge funds and large institutions have $17.8B invested in Prudential Financial in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 349 increasing their positions, 357 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 65

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

27% more capital invested

Capital invested by funds: $14B → $17.8B (+$3.77B)

9% more funds holding

Funds holding: 9191,006 (+87)

1% more call options, than puts

Call options by funds: $390M | Put options by funds: $387M

0.25% less ownership

Funds ownership: 55.97%55.72% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 357

Holders
1,006
Holders Change
+87
Holders Change %
+9.47%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
164
Increased
349
Reduced
357
Closed
65
Calls
$390M
Puts
$387M
Net Calls
+$3.53M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brasada Capital Management
Texas
$703K +$650K +9,000 New
PWM
502
Palumbo Wealth Management
New York
$701K +$649K +8,980 New
GT
503
Greenleaf Trust
Michigan
$697K -$1.37K -19 -0.2%
PVWM
504
Point View Wealth Management
New Jersey
$693K -$89.7K -1,242 -12%
TC
505
Trilogy Capital
California
$691K +$1.01K +14 +0.2%
TRCT
506
Tower Research Capital (TRC)
New York
$680K -$1.14M -15,789 -64%
PP
507
Patten & Patten
Tennessee
$680K +$10.1K +140 +2%
SO
508
STRS Ohio
Ohio
$676K -$1.21M -16,709 -66%
KFP
509
KMG Fiduciary Partners
Ohio
$673K +$16.3K +225 +3%
JIC
510
Johnson Investment Counsel
Ohio
$663K +$192K +2,653 +45%
EP
511
Eudaimonia Partners
Tennessee
$661K +$31.8K +440 +5%
EGA
512
E&G Advisors
Texas
$656K -$21.7K -300 -3%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$655K +$106K +1,468 +21%
WA
514
WBH Advisory
Maryland
$650K -$14.8K -205 -3%
TBA
515
Tower Bridge Advisors
Pennsylvania
$648K +$600K +8,297 New
IFG
516
Independent Financial Group
California
$643K +$92.9K +1,286 +18%
AAS
517
Avantax Advisory Services
Texas
$641K -$528K -7,309 -47%
RMAM
518
Raab & Moskowitz Asset Management
New Jersey
$641K -$77K -1,065 -11%
LNWWM
519
Laird Norton Wetherby Wealth Management
California
$639K -$10.4K -144 -2%
HSA
520
HBK Sorce Advisory
Pennsylvania
$639K +$1.23K +17 +0.2%
TC
521
TwinBeech Capital
New York
$629K -$3.24M -44,847 -85%
LFAS
522
Level Four Advisory Services
Texas
$629K -$688K -9,521 -54%
MS
523
Maven Securities
Jersey
$629K +$582K +8,052 New
S
524
SignatureFD
Georgia
$628K +$3.97K +55 +0.7%
ASN
525
Advisory Services Network
Georgia
$628K +$16.8K +232 +3%

PRU Hedge Fund Activity: Q4 2020 in Review

1,006 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2020, worth a combined $17.8B — up 27% from $14B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new PRU positions and 65 closed out — a net gain of 99 holders — while 349 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Arrowstreet Capital, cutting an estimated $69.3M.

  • 1,006 institutional investors held Prudential Financial (PRU) as of Q4 2020, up from 919 in Q3 2020.
  • Funds reported $17.8B of Prudential Financial stock for Q4 2020, up 27% quarter-over-quarter.
  • 164 funds opened new Prudential Financial positions in Q4 2020 and 65 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2020 was Nuveen, an estimated $110M added.
  • The largest Prudential Financial seller in Q4 2020 was Arrowstreet Capital, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2020.