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Prudential Financial

1,034 hedge funds and large institutions have $24.2B invested in Prudential Financial in 2019 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 371 increasing their positions, 357 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 67

8% more funds holding

Funds holding: 9551,034 (+79)

5% more capital invested

Capital invested by funds: $23.1B → $24.2B (+$1.11B)

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 357

0.41% more ownership

Funds ownership: 63.86%64.27% (+0.41%)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

40% less call options, than puts

Call options by funds: $263M | Put options by funds: $440M

Holders
1,034
Holders Change
+79
Holders Change %
+8.27%
% of All Funds
20.37%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
162
Increased
371
Reduced
357
Closed
67
Calls
$263M
Puts
$440M
Net Calls
-$178M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
626
Univest Financial
Pennsylvania
$404K -$186K -2,029 -34%
CC
627
ClearArc Capital
Ohio
$402K -$162K -1,762 -29%
AAM
628
American Asset Management
Florida
$396K
VCM
629
Virtue Capital Management
Tennessee
$392K -$949K -10,335 -71%
PCM
630
Prelude Capital Management
New York
$390K -$113K -1,228 -23%
HI
631
Horizon Investments
North Carolina
$389K +$171K +1,861 +81%
WA
632
Wheatland Advisors
Pennsylvania
$387K -$280K -3,050 -43%
TH
633
Timber Hill
Connecticut
$387K +$380K +4,133 New
OLA
634
Oliver Luxxe Assets
New Jersey
$386K -$1.84K -20 -0.5%
1WA
635
180 Wealth Advisors
Washington
$385K +$375K +4,080 New
SWM
636
SeaCrest Wealth Management
New York
$384K -$111K -1,212 -23%
FLI
637
Family Legacy Inc
South Carolina
$384K +$3.21K +35 +0.9%
AWM
638
Avior Wealth Management
Nebraska
$382K -$2.2K -24 -0.6%
DT
639
Diversified Trust
Tennessee
$379K +$371K +4,039 New
AWM
640
Altium Wealth Management
New York
$378K +$45.5K +496 +14%
RDWM
641
Red Door Wealth Management
Tennessee
$378K +$366K +3,983 New
LCM
642
Laurion Capital Management
New York
$377K +$369K +4,020 New
ECG
643
Edge Capital Group
Georgia
$376K
RIA
644
Realta Investment Advisors
Delaware
$376K +$30.2K +329 +9%
PG
645
Pendal Group
Australia
$375K -$703K -7,653 -66%
ACA
646
Ackerman Capital Advisors
Texas
$375K +$367K +4,000 New
SXL
647
Summit X LLC
Missouri
$368K +$18.5K +201 +5%
CAM
648
Cresset Asset Management
Illinois
$368K +$40.6K +442 +13%
RMDI
649
R.M. Davis Inc
Maine
$362K +$4.59K +50 +1%
LC
650
LCNB Corp
Ohio
$358K +$78.7K +857 +29%

PRU Hedge Fund Activity: Q4 2019 in Review

1,034 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2019, worth a combined $24.2B — up 4.8% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PRU positions and 67 closed out — a net gain of 95 holders — while 371 added to existing stakes and 357 trimmed.

The largest buyer was Bank of America, adding an estimated $606M. The largest seller was Ameriprise, cutting an estimated $183M.

  • 1,034 institutional investors held Prudential Financial (PRU) as of Q4 2019, up from 955 in Q3 2019.
  • Funds reported $24.2B of Prudential Financial stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 162 funds opened new Prudential Financial positions in Q4 2019 and 67 closed out, a net change of +95 holders.
  • The largest Prudential Financial buyer in Q4 2019 was Bank of America, an estimated $606M added.
  • The largest Prudential Financial seller in Q4 2019 was Ameriprise, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2019.