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Prudential Financial

1,001 hedge funds and large institutions have $24.4B invested in Prudential Financial in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 393 increasing their positions, 340 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

16% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 340

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.73B)

3% more funds holding

Funds holding: 9741,001 (+27)

0.14% less ownership

Funds ownership: 64.98%64.84% (-0.14%)

42% less call options, than puts

Call options by funds: $168M | Put options by funds: $291M

Holders
1,001
Holders Change
+27
Holders Change %
+2.77%
% of All Funds
21.67%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.32%
New
103
Increased
393
Reduced
340
Closed
66
Calls
$168M
Puts
$291M
Net Calls
-$123M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
SeaCrest Wealth Management
New York
$352K +$25.4K +275 +8%
BCM
652
BlueCrest Capital Management
Jersey
$352K +$353K +3,826 New
ATC
653
Argent Trust Co
Tennessee
$351K -$24K -260 -6%
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$351K +$108K +1,176 +45%
SM
655
Sciencast Management
New Jersey
$351K +$332K +3,600 New
AWA
656
Arete Wealth Advisors
Illinois
$349K -$5.44K -59 -2%
ACM
657
AlphaCrest Capital Management
New York
$349K +$350K +3,801 New
CCA
658
Checchi Capital Advisers
California
$346K -$7.01K -76 -2%
RIM
659
Rampart Investment Management
Connecticut
$343K -$20.5K -222 -6%
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$343K +$194K +2,104 +169%
PCMC
661
Paragon Capital Management (Colorado)
Colorado
$341K -$2.67K -29 -0.8%
RMCM
662
Reynders McVeigh Capital Management
Massachusetts
$340K
VF
663
Virtu Financial
New York
$338K -$971K -10,534 -74%
ACM
664
Allred Capital Management
Texas
$338K +$46.1K +500 +16%
BSB
665
Bangor Savings Bank
Maine
$338K +$339K +3,677 New
GVAG
666
Great Valley Advisor Group
Delaware
$335K -$69.1K -750 -17%
BAM
667
Belpointe Asset Management
Nevada
$335K +$43.5K +472 +15%
AAM
668
American Asset Management
Florida
$333K
DC
669
Davenport & Co
Virginia
$333K +$8.11K +88 +2%
IIC
670
Integrated Investment Consultants
Michigan
$333K +$334K +3,620 New
NSIM
671
North Star Investment Management
Illinois
$331K
BCWM
672
Blue Chip Wealth Management
Florida
$331K +$461 +5 +0.1%
BP
673
Ballentine Partners
Massachusetts
$330K +$48.1K +522 +17%
SS
674
Simplicity Solutions
Minnesota
$324K -$91.5K -992 -22%
AWM
675
AE Wealth Management
Kansas
$323K +$69.5K +754 +27%

PRU Hedge Fund Activity: Q1 2019 in Review

1,001 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2019, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PRU positions and 66 closed out — a net gain of 37 holders — while 393 added to existing stakes and 340 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was Massachusetts Financial Services, cutting an estimated $185M.

  • 1,001 institutional investors held Prudential Financial (PRU) as of Q1 2019, up from 974 in Q4 2018.
  • Funds reported $24.4B of Prudential Financial stock for Q1 2019, up 13% quarter-over-quarter.
  • 103 funds opened new Prudential Financial positions in Q1 2019 and 66 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q1 2019 was BlackRock, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2019 was Massachusetts Financial Services, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2019.