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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
PFS
576
Prospera Financial Services
Texas
$522K +$289K +3,191 +122%
CANY
577
Caxton Associates (New York)
New York
$518K +$160K +1,764 +44%
NFG
578
Next Financial Group
Texas
$517K -$12.1K -134 -2%
WAM
579
Wealthspire Advisors (Maryland)
Maryland
$510K +$11.6K +128 +2%
SC
580
SRB Corp
Massachusetts
$503K +$60.8K +671 +14%
PFPT
581
Pinnacle Financial Partners (Tennessee)
Tennessee
$501K -$906 -10 -0.2%
AW
582
ACG Wealth
Georgia
$499K +$5.62K +62 +1%
IWM
583
IHT Wealth Management
Illinois
$498K +$127K +1,401 +34%
NDSI
584
Newman Dignan & Sheerar Inc
Rhode Island
$497K -$28K -309 -5%
CCM
585
Compton Capital Management
Rhode Island
$495K +$498K +5,500 New
S
586
SignatureFD
Georgia
$491K -$59.3K -654 -11%
SP
587
Symmetry Partners
Connecticut
$486K +$489K +5,401 New
PCM
588
Prelude Capital Management
New York
$484K -$53.5K -590 -10%
AIC
589
Archer Investment Corporation
Indiana
$481K
SWM
590
SeaCrest Wealth Management
New York
$478K +$145K +1,600 +43%
MWC
591
MBM Wealth Consultants
Missouri
$476K +$5.08K +56 +1%
SF
592
Synovus Financial
Georgia
$470K -$5.08K -56 -1%
LA
593
Lau Associates
Delaware
$459K -$508K -5,600 -52%
TF
594
TLWM Financial
Texas
$458K -$15K -166 -3%
MC
595
Moors & Cabot
Massachusetts
$444K +$62.3K +687 +16%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$444K +$232K +2,558 +107%
ClearBridge Investments
597
ClearBridge Investments
New York
$441K +$35.8K +395 +9%
SFG
598
SevenBridge Financial Group
Pennsylvania
$439K -$118K -1,301 -21%
Capital Fund Management (CFM)
599
Capital Fund Management (CFM)
France
$428K -$3.44M -37,951 -89%
AP
600
Appleton Partners
Massachusetts
$425K

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.