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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
CCA
651
Checchi Capital Advisers
California
$299K -$40.2K -444 -12%
GCAC
652
Guardian Capital Advisors (Canada)
Ontario, Canada
$299K -$13.6K -150 -4%
SFM
653
Systematic Financial Management
New Jersey
$297K
FIM
654
Freedom Investment Management
Connecticut
$295K -$54.8K -605 -16%
IIC
655
Integrated Investment Consultants
Michigan
$294K
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K -$125K -1,383 -30%
BIA
657
Bigelow Investment Advisors
Maine
$289K -$26.6K -293 -8%
TCM
658
TD Capital Management
Tennessee
$289K
JFL
659
Jarislowsky, Fraser Ltd
Quebec, Canada
$287K +$289K +3,193 New
BSW
660
Buckingham Strategic Wealth
Missouri
$286K +$35.1K +387 +14%
OAM
661
Oppenheimer Asset Management
New York
$285K +$175K +1,929 +155%
Credit Agricole
662
Credit Agricole
France
$284K -$76.2K -841 -21%
CA
663
Cetera Advisors
Colorado
$284K +$5.08K +56 +2%
DA
664
Doliver Advisors
Texas
$284K +$286K +3,153 New
WTB
665
Washington Trust Bank
Washington
$282K -$6.07M -66,977 -96%
PA
666
Parallel Advisors
California
$282K -$75.2K -830 -21%
PHAM
667
Palisades Hudson Asset Management
Florida
$281K
WAM
668
Weiss Asset Management
Massachusetts
$281K +$99.4K +1,097 +54%
LCP
669
Legacy Capital Partners
Wisconsin
$279K
APG
670
Abacus Planning Group
South Carolina
$276K -$41.4K -457 -13%
RE
671
RBC Europe
United Kingdom
$273K
GC
672
Gilbert & Cook
Iowa
$272K +$11.4K +126 +4%
EI
673
EDMP Inc
Florida
$271K +$273K +3,011 New
BIM
674
Baldwin Investment Management
Pennsylvania
$270K -$631K -6,967 -70%
LC
675
LCNB Corp
Ohio
$267K +$9.06K +100 +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.