We are live on ! Find out more
PRU icon

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
Lido Advisors
576
Lido Advisors
California
$524K +$513K +5,591 New
PFS
577
Prospera Financial Services
Texas
$523K -$20.3K -221 -4%
AW
578
ACG Wealth
Georgia
$520K +$92 +1 +0%
FCA
579
FinTrust Capital Advisors
South Carolina
$519K -$52.7K -574 -9%
PFPT
580
Pinnacle Financial Partners (Tennessee)
Tennessee
$518K -$3.4K -37 -0.7%
CCM
581
Compton Capital Management
Rhode Island
$516K
MWC
582
MBM Wealth Consultants
Missouri
$511K +$14.2K +155 +3%
SF
583
Synovus Financial
Georgia
$504K +$12.7K +138 +3%
AAS
584
Avantax Advisory Services
Texas
$504K +$62.5K +681 +14%
CG
585
Caprock Group
Idaho
$496K -$82.6K -900 -15%
CB
586
CNB Bank
Pennsylvania
$495K +$132K +1,437 +37%
VF
587
Virtu Financial
New York
$490K +$480K +5,227 New
EI
588
Ethic Inc
New York
$489K +$479K +5,221 New
EI
589
EDMP Inc
Florida
$488K +$202K +2,195 +73%
HI
590
HBK Investments
Texas
$487K +$477K +5,195 New
SFG
591
SevenBridge Financial Group
Pennsylvania
$473K +$14.7K +160 +3%
PWLP
592
Prio Wealth Limited Partnership
Massachusetts
$472K -$407K -4,430 -47%
LNC
593
Lincoln National Corp
Pennsylvania
$471K +$462K +5,030 New
MC
594
Moors & Cabot
Massachusetts
$470K +$6.98K +76 +2%
LA
595
Lau Associates
Delaware
$469K -$9.18K -100 -2%
SWM
596
SVA Wealth Management
Wisconsin
$466K +$456K +4,971 New
M
597
Mirova
France
$465K +$128K +1,395 +39%
CANY
598
Caxton Associates (New York)
New York
$464K -$74.5K -811 -14%
RIM
599
Rampart Investment Management
Connecticut
$452K +$16.1K +175 +4%
ES
600
Equitec Specialists
Illinois
$446K -$307K -3,345 -41%

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.