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Prudential Financial

1,006 hedge funds and large institutions have $17.8B invested in Prudential Financial in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 349 increasing their positions, 357 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 65

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

27% more capital invested

Capital invested by funds: $14B → $17.8B (+$3.77B)

9% more funds holding

Funds holding: 9191,006 (+87)

1% more call options, than puts

Call options by funds: $390M | Put options by funds: $387M

0.25% less ownership

Funds ownership: 55.97%55.72% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 357

Holders
1,006
Holders Change
+87
Holders Change %
+9.47%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
164
Increased
349
Reduced
357
Closed
65
Calls
$390M
Puts
$387M
Net Calls
+$3.53M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
576
First Trust Direct Indexing
Massachusetts
$486K +$449K +6,220 New
GC
577
Gilbert & Cook
Iowa
$484K +$136K +1,884 +44%
FCH
578
Freestone Capital Holdings
Washington
$480K -$2.45M -33,917 -85%
FAN
579
Financial Advisors Network
California
$478K +$3.18K +44 +0.7%
LNC
580
Lincoln National Corp
Pennsylvania
$477K +$22.8K +316 +5%
CAGAS
581
Capital Advisory Group Advisory Services
Minnesota
$477K +$200K +2,765 +83%
CGL
582
Clarius Group LLC
Washington
$475K -$7.3K -101 -2%
AP
583
Americana Partners
Texas
$470K +$23.4K +324 +6%
YIH
584
Y-Intercept (HK)
Hong Kong
$469K +$438K +6,059 New
CAM
585
Cubic Asset Management
Massachusetts
$468K -$28.9K -400 -6%
CI
586
Conning Inc
Connecticut
$468K -$15.2K -210 -3%
WDA
587
Wendell David Associates
New Hampshire
$468K
Brown Advisory
588
Brown Advisory
Maryland
$467K -$73.1K -1,012 -14%
DT
589
Diversified Trust
Tennessee
$464K +$36.6K +507 +9%
LC
590
LCNB Corp
Ohio
$457K +$74.1K +1,025 +21%
OIA
591
OneDigital Investment Advisors
Kansas
$455K -$9.47K -131 -2%
HT
592
Heritage Trust
Oklahoma
$454K -$108K -1,499 -21%
LC
593
Lavaca Capital
Texas
$453K +$419K +5,800 New
PWPS
594
Pinnacle Wealth Planning Services
Ohio
$450K +$15.5K +214 +4%
CT
595
Caldwell Trust
Florida
$441K +$47.2K +653 +13%
IA
596
IndexIQ Advisors
New York
$431K +$187K +2,584 +88%
FNBT
597
FineMark National Bank & Trust
Florida
$427K -$37.1K -514 -9%
DAS
598
Dynamic Advisor Solutions
Arizona
$427K -$13.9K -192 -3%
OPW
599
Oxler Private Wealth
New York
$427K +$396K +5,477 New
AA
600
Ancora Advisors
Ohio
$422K

PRU Hedge Fund Activity: Q4 2020 in Review

1,006 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2020, worth a combined $17.8B — up 27% from $14B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new PRU positions and 65 closed out — a net gain of 99 holders — while 349 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Arrowstreet Capital, cutting an estimated $69.3M.

  • 1,006 institutional investors held Prudential Financial (PRU) as of Q4 2020, up from 919 in Q3 2020.
  • Funds reported $17.8B of Prudential Financial stock for Q4 2020, up 27% quarter-over-quarter.
  • 164 funds opened new Prudential Financial positions in Q4 2020 and 65 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2020 was Nuveen, an estimated $110M added.
  • The largest Prudential Financial seller in Q4 2020 was Arrowstreet Capital, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2020.