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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
DAS
551
Dynamic Advisor Solutions
Arizona
$608K -$15.8K -172 -3%
CI
552
Conning Inc
Connecticut
$607K -$32.1K -350 -5%
GIA
553
Gargoyle Investment Advisor
New Jersey
$602K
SBH
554
Segall Bryant & Hamill
Illinois
$599K +$4.22K +46 +0.7%
HS
555
Haafor (Singapore)
Singapore
$599K +$587K +6,393 New
NFG
556
Next Financial Group
Texas
$598K +$57.7K +628 +11%
AIC
557
Archer Investment Corporation
Indiana
$595K +$91.8K +1,000 +19%
SC
558
Savant Capital
Illinois
$594K +$10.7K +116 +2%
EP
559
Eudaimonia Partners
Tennessee
$591K +$579K +6,303 New
CAM
560
Cozad Asset Management
Illinois
$587K +$33.6K +366 +6%
IWM
561
IHT Wealth Management
Illinois
$584K +$68.6K +747 +14%
CF
562
Centaurus Financial
California
$581K +$17.9K +195 +3%
CHJWM
563
Carlton Hofferkamp & Jenks Wealth Management
Texas
$579K +$10.8K +118 +2%
SLG
564
Stanley-Laman Group
Pennsylvania
$566K
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$565K +$100K +1,093 +22%
VFA
566
Voya Financial Advisors
Connecticut
$562K -$11.7K -127 -2%
SLF
567
Sun Life Financial
Ontario, Canada
$557K -$308K -3,349 -36%
WC
568
Westhampton Capital
North Carolina
$548K -$179K -1,950 -25%
GG
569
Gofen & Glossberg
Illinois
$543K -$266K -2,895 -33%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$542K +$10.7K +116 +2%
WSTAM
571
Wilbanks Smith & Thomas Asset Management
Virginia
$542K +$218K +2,370 +69%
S
572
SignatureFD
Georgia
$534K +$22.1K +241 +4%
MC
573
Miles Capital
Iowa
$531K -$229K -2,490 -31%
NIT
574
NumerixS Investment Technologies
British Columbia, Canada
$524K -$439K -4,778 -46%
SC
575
SRB Corp
Massachusetts
$524K

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.