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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
BB
526
Busey Bank
Illinois
$693K +$92.8K +1,011 +16%
UB
527
UMB Bank
Missouri
$692K -$7.53K -82 -1%
GT
528
Greenleaf Trust
Michigan
$690K +$20.3K +221 +3%
IWC
529
Integrated Wealth Concepts
Massachusetts
$687K +$418K +4,552 +164%
HSA
530
HBK Sorce Advisory
Pennsylvania
$684K -$36.8K -401 -5%
DY
531
Dowling & Yahnke
California
$684K +$46.4K +505 +7%
IRF
532
IBM Retirement Fund
New York
$674K -$29K -316 -4%
OIA
533
OneDigital Investment Advisors
Kansas
$673K +$18.1K +197 +3%
GCA
534
Gideon Capital Advisors
New York
$673K +$659K +7,180 New
MF
535
Magnetar Financial
Illinois
$660K +$646K +7,038 New
VI
536
Vestcor Inc
New Brunswick, Canada
$653K +$640K +6,971 New
BCM
537
BTC Capital Management
Iowa
$647K -$142K -1,548 -18%
KCM
538
Kendall Capital Management
Maryland
$646K -$69.8K -760 -10%
CFGS
539
Concourse Financial Group Securities
Alabama
$640K +$467K +5,087 +292%
CIAS
540
Capital Investment Advisory Services
North Carolina
$638K +$394K +4,294 +171%
NIM
541
NuWave Investment Management
New Jersey
$634K +$617K +6,718 +12,675%
PI
542
PEAK6 Investments
Illinois
$630K +$617K +6,721 New
HAG
543
HighPoint Advisor Group
Illinois
$629K +$22.3K +243 +4%
SCA
544
Snowden Capital Advisors
New York
$627K +$53.9K +587 +10%
BSB
545
Bangor Savings Bank
Maine
$623K +$189K +2,053 +45%
RHBC
546
R.H. Bluestein & Co
Michigan
$621K +$608K +6,625 New
BS
547
Bessemer Securities
New York
$619K
TNBTD
548
Trustmark National Bank Trust Department
Mississippi
$618K -$622K -6,775 -51%
BFG
549
Beacon Financial Group
Texas
$618K +$184K +2,009 +44%
Loomis, Sayles & Company
550
Loomis, Sayles & Company
Massachusetts
$617K -$2.84M -30,894 -82%

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.