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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
AAS
601
Avantax Advisory Services
Texas
$424K -$19.3K -213 -4%
SIA
602
Sit Investment Associates
Minnesota
$418K -$10.9M -120,560 -96%
RIM
603
Rampart Investment Management
Connecticut
$418K -$1.28M -14,077 -75%
TTWM
604
TCV Trust & Wealth Management
Virginia
$415K
ANRIA
605
American National Registered Investment Advisor
Texas
$414K -$529K -5,840 -56%
BFG
606
Beacon Financial Group
Texas
$413K -$13.1K -145 -3%
BSB
607
Bangor Savings Bank
Maine
$413K +$61.5K +679 +17%
SCM
608
Schnieders Capital Management
California
$407K
PCM
609
Perritt Capital Management
Illinois
$406K -$1.09K -12 -0.3%
SOAMC
610
Spirit of America Management Corp
New York
$405K
SJIM
611
St. Johns Investment Management
Florida
$401K +$36.8K +406 +10%
AF
612
Arrow Financial
New York
$398K -$3.63K -40 -0.9%
BAM
613
Belpointe Asset Management
Nevada
$396K +$49.8K +550 +14%
AF
614
Advisornet Financial
Minnesota
$395K -$121K -1,337 -23%
Jane Street
615
Jane Street
New York
$392K -$373K -4,112 -49%
LOAME
616
Lombard Odier Asset Management (Europe)
United Kingdom
$391K
SSA
617
Schonfeld Strategic Advisors
New York
$387K +$390K +4,300 New
AAM
618
American Asset Management
Florida
$380K +$54.4K +600 +17%
FCFC
619
First Commonwealth Financial Corp
Pennsylvania
$380K +$121K +1,336 +46%
PTC
620
Private Trust Company
Ohio
$376K -$2.17K -24 -0.6%
FLI
621
Family Legacy Inc
South Carolina
$372K +$4.53K +50 +1%
PP
622
Pegasus Partners
Wisconsin
$369K -$697K -7,688 -65%
DC
623
Davenport & Co
Virginia
$369K
AWM
624
Avior Wealth Management
Nebraska
$368K +$91.5K +1,010 +33%
GVAG
625
Great Valley Advisor Group
Delaware
$362K +$9.24K +102 +3%

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.