We are live on ! Find out more
PRU icon

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
SWP
526
Stratos Wealth Partners
Ohio
$704K +$51.4K +567 +8%
WC
527
Westhampton Capital
North Carolina
$701K +$5.44K +60 +0.8%
VIA
528
Vident Investment Advisory
Georgia
$694K +$9.15K +101 +1%
HSA
529
HBK Sorce Advisory
Pennsylvania
$693K +$6.25K +69 +0.9%
TRCT
530
Tower Research Capital (TRC)
New York
$692K +$681K +7,514 +4,151%
KCM
531
Kendall Capital Management
Maryland
$689K -$117K -1,295 -14%
Nomura Holdings
532
Nomura Holdings
Japan
$684K +$401K +4,423 +130%
LMAM
533
Legg Mason Asset Management
Japan
$679K +$683K +7,540 New
IRF
534
IBM Retirement Fund
New York
$675K -$6.07K -67 -0.9%
BCP
535
Blue Chip Partners
Michigan
$673K -$10.3K -114 -1%
BC
536
Brinker Capital
Pennsylvania
$665K +$75.4K +832 +13%
WA
537
Wheatland Advisors
Pennsylvania
$645K -$139K -1,530 -18%
GT
538
Greenleaf Trust
Michigan
$642K -$180K -1,981 -22%
NICM
539
Neo Ivy Capital Management
New York
$639K +$724K +7,984 New
OIA
540
OneDigital Investment Advisors
Kansas
$628K -$45.9K -506 -7%
SNBOSCI
541
Security National Bank of Sioux City Iowa
Iowa
$626K +$13.6K +150 +2%
Verition Fund Management
542
Verition Fund Management
Connecticut
$622K +$626K +6,911 New
CI
543
Conning Inc
Connecticut
$614K -$1.81K -20 -0.3%
DY
544
Dowling & Yahnke
California
$611K -$100K -1,107 -14%
AWM
545
AE Wealth Management
Kansas
$610K +$48.2K +532 +9%
CCIA
546
Campbell & Co Investment Adviser
Maryland
$607K +$292K +3,223 +91%
FFG
547
Fortem Financial Group
California
$607K +$611K +6,744 New
DAS
548
Dynamic Advisor Solutions
Arizona
$599K +$9.7K +107 +2%
BS
549
Bessemer Securities
New York
$594K
MAM
550
Martingale Asset Management
Massachusetts
$592K -$309K -3,412 -34%

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.