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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
ECG
626
Edge Capital Group
Georgia
$361K -$906 -10 -0.2%
AT
627
Arden Trust
Delaware
$354K -$14.5K -160 -4%
FRM
628
Fox Run Management
Connecticut
$354K +$357K +3,937 New
OLA
629
Oliver Luxxe Assets
New Jersey
$354K +$375K +4,134 New
CPC
630
Congress Park Capital
New York
$353K
CB
631
CNB Bank
Pennsylvania
$345K +$230K +2,540 +196%
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$343K
RMDI
633
R.M. Davis Inc
Maine
$343K +$60.9K +672 +21%
SXL
634
Summit X LLC
Missouri
$339K +$27.6K +304 +9%
RIA
635
Realta Investment Advisors
Delaware
$333K +$13.2K +146 +4%
ATC
636
Argent Trust Co
Tennessee
$332K +$3.63K +40 +1%
LG
637
Leuthold Group
Minnesota
$331K -$17K -188 -5%
BCWM
638
Blue Chip Wealth Management
Florida
$328K +$3.53K +39 +1%
ET
639
Equitable Trust
Tennessee
$324K +$54.4K +600 +20%
DCM
640
Donaldson Capital Management
Indiana
$324K +$326K +3,599 New
M
641
Mirova
France
$321K +$89.9K +992 +38%
NSIM
642
North Star Investment Management
Illinois
$319K
SCM
643
Shelton Capital Management
Colorado
$319K
AWM
644
Altium Wealth Management
New York
$318K +$9.15K +101 +3%
CAM
645
Cresset Asset Management
Illinois
$313K -$65.7K -725 -17%
VCM
646
Vivaldi Capital Management
Illinois
$309K +$48.6K +536 +18%
GCP
647
GSA Capital Partners
United Kingdom
$308K -$282K -3,115 -48%
WSTAM
648
Wilbanks Smith & Thomas Asset Management
Virginia
$307K +$310K +3,416 New
AWA
649
Arete Wealth Advisors
Illinois
$301K -$132K -1,461 -30%
PCMC
650
Paragon Capital Management (Colorado)
Colorado
$301K -$26.5K -292 -8%

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.