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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
IG
651
ING Group
Netherlands
$203K -$235K -4,010 -55%
SFM
652
Systematic Financial Management
New Jersey
$201K
IA
653
IFP Advisors
Florida
$201K +$31.8K +542 +19%
M
654
Mirova
France
$196K -$4.81K -82 -2%
EDRH
655
Edmond de Rothschild Holding
Switzerland
$195K -$2.33M -39,685 -93%
RDWM
656
Red Door Wealth Management
Tennessee
$188K
FMT
657
First Mercantile Trust
Tennessee
$186K +$105K +1,796 +143%
RIM
658
Rampart Investment Management
Connecticut
$184K -$6.11K -104 -3%
VFA
659
Valeo Financial Advisors
Indiana
$183K -$37.3K -636 -17%
Lazard Asset Management
660
Lazard Asset Management
New York
$183K +$65.6K +1,117 +59%
AIM
661
Anchor Investment Management
South Carolina
$183K +$8.81K +150 +5%
CA
662
Clearstead Advisors
Ohio
$177K +$40K +682 +31%
AA
663
Ancora Advisors
Ohio
$177K +$170K +2,900 New
SIA
664
Sit Investment Associates
Minnesota
$163K
FPB
665
First PREMIER Bank
South Dakota
$163K +$20.5K +350 +15%
SBL
666
Sargent Bickham Lagudis
Colorado
$163K +$78.7K +1,340 +100%
PL
667
Perpetual Ltd
Australia
$158K +$153K +2,600 New
RCA
668
Ranch Capital Advisors
Florida
$157K +$64.3K +1,096 +94%
ClearBridge Investments
669
ClearBridge Investments
New York
$155K -$18.8K -321 -11%
TCM
670
TD Capital Management
Tennessee
$153K -$14.6K -248 -9%
SWA
671
Sutton Wealth Advisors
Florida
$152K +$822 +14 +0.6%
ALAM
672
Asahi Life Asset Management
Japan
$152K -$223K -3,790 -60%
FWM
673
Focused Wealth Management
New York
$144K -$646 -11 -0.5%
RE
674
RBC Europe
United Kingdom
$143K
OC
675
Oakworth Capital
Alabama
$143K +$646 +11 +0.5%

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.