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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
BWA
601
BDO Wealth Advisors
Florida
$272K +$39.9K +679 +18%
APA
602
American Portfolios Advisors
New York
$271K +$59 +1 +0%
KCM
603
Kendall Capital Management
Maryland
$270K -$128K -2,185 -33%
AIC
604
Ameritas Investment Company
Nebraska
$270K +$29.4K +501 +13%
BCWM
605
Blue Chip Wealth Management
Florida
$267K +$18.1K +308 +8%
FMWA
606
Forvis Mazars Wealth Advisors
Missouri
$267K +$18.8K +321 +8%
PA
607
Parallel Advisors
California
$266K +$38.5K +656 +18%
AIL
608
AGF Investments LLC
Ontario, Canada
$264K -$608K -10,360 -71%
TTWM
609
TCV Trust & Wealth Management
Virginia
$263K
PFS
610
Prospera Financial Services
Texas
$258K -$85.1K -1,449 -25%
GVAG
611
Great Valley Advisor Group
Delaware
$255K +$2.06K +35 +0.8%
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K -$32.6K -555 -12%
OLA
613
Oliver Luxxe Assets
New Jersey
$251K
TRCT
614
Tower Research Capital (TRC)
New York
$251K +$183K +3,116 +312%
CCA
615
Checchi Capital Advisers
California
$247K -$18.7K -319 -7%
GWS
616
Glassman Wealth Services
Virginia
$247K +$5.99K +102 +3%
UBV
617
United Bank (Virginia)
Virginia
$246K
ECG
618
Edge Capital Group
Georgia
$244K
BSW
619
Buckingham Strategic Wealth
Missouri
$239K +$231K +3,930 New
GC
620
Gilbert & Cook
Iowa
$238K +$229K +3,902 New
RMDI
621
R.M. Davis Inc
Maine
$235K
DT
622
Diversified Trust
Tennessee
$234K -$133K -2,266 -37%
VPIM
623
Vanguard Personalized Indexing Management
California
$233K +$224K +3,821 New
AA
624
AlphaCentric Advisors
Puerto Rico
$233K +$225K +3,827 New
DWT
625
Dorsey & Whitney Trust
South Dakota
$233K +$225K +3,834 New

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.