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Prudential Financial

903 hedge funds and large institutions have $14.2B invested in Prudential Financial in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.55B)

1% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 96

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

1% less funds holding

Funds holding: 913903 (-10)

2.59% less ownership

Funds ownership: 61.79%59.19% (-2.6%)

15% less call options, than puts

Call options by funds: $225M | Put options by funds: $266M

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
18.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
97
Increased
321
Reduced
345
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Profund Advisors
Maryland
$317K +$881 +15 +0.3%
TPCW
577
TD Private Client Wealth
New York
$308K -$22.5K -384 -7%
KWM
578
Kingsview Wealth Management
Oregon
$304K +$293K +4,988 New
WC
579
Westhampton Capital
North Carolina
$303K -$74.9K -1,275 -20%
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$303K -$27.2K -463 -9%
MWM
581
Marietta Wealth Management
Georgia
$302K -$45.5K -775 -13%
CFGS
582
Concourse Financial Group Securities
Alabama
$301K +$24.7K +421 +9%
WAM
583
Wealthspire Advisors (Maryland)
Maryland
$299K +$8.34K +142 +3%
VI
584
Versor Investments
New York
$297K +$286K +4,877 New
SB
585
Sunflower Bank
Texas
$296K +$286K +4,867 New
AP
586
Appleton Partners
Massachusetts
$287K +$3.11K +53 +1%
BCP
587
Blue Chip Partners
Michigan
$286K -$30.2K -514 -10%
CB
588
Community Bank
New York
$284K +$155K +2,640 +131%
SW
589
SVB Wealth
Massachusetts
$284K +$274K +4,662 New
OC
590
Oarsman Capital
Wisconsin
$283K +$273K +4,653 New
BP
591
Ballentine Partners
Massachusetts
$282K -$59 -1 -0%
CAM
592
Cresset Asset Management
Illinois
$282K +$33.3K +568 +14%
ANRIA
593
American National Registered Investment Advisor
Texas
$280K
MSFP
594
Mark Sheptoff Financial Planning
Connecticut
$280K +$241K +4,100 +820%
SCM
595
Schnieders Capital Management
California
$275K +$2.35K +40 +0.9%
IFG
596
Independent Financial Group
California
$274K +$264K +4,504 New
FB
597
Fulton Bank
Pennsylvania
$274K +$264K +4,497 New
OPPTF
598
OPSEU Pension Plan Trust Fund
Ontario, Canada
$274K +$269K +4,584 New
IWC
599
Integrated Wealth Concepts
Massachusetts
$272K -$107K -1,826 -29%
MMHP
600
Murphy Middleton Hinkle & Parker
Georgia
$272K +$13.9K +237 +6%

PRU Hedge Fund Activity: Q2 2020 in Review

903 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2020, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PRU positions and 96 closed out — a net gain of 1 holder — while 321 added to existing stakes and 345 trimmed.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $507M.

  • 903 institutional investors held Prudential Financial (PRU) as of Q2 2020, down from 913 in Q1 2020.
  • Funds reported $14.2B of Prudential Financial stock for Q2 2020, up 12% quarter-over-quarter.
  • 97 funds opened new Prudential Financial positions in Q2 2020 and 96 closed out, a net change of +1 holder.
  • The largest Prudential Financial buyer in Q2 2020 was BlackRock, an estimated $210M added.
  • The largest Prudential Financial seller in Q2 2020 was Bank of America, an estimated $507M sold.

Based on aggregated 13F filings for Q2 2020.