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Prudential Financial

1,006 hedge funds and large institutions have $17.8B invested in Prudential Financial in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 349 increasing their positions, 357 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 65

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

27% more capital invested

Capital invested by funds: $14B → $17.8B (+$3.77B)

9% more funds holding

Funds holding: 9191,006 (+87)

1% more call options, than puts

Call options by funds: $390M | Put options by funds: $387M

0.25% less ownership

Funds ownership: 55.97%55.72% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 357

Holders
1,006
Holders Change
+87
Holders Change %
+9.47%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
164
Increased
349
Reduced
357
Closed
65
Calls
$390M
Puts
$387M
Net Calls
+$3.53M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
651
TD Private Client Wealth
New York
$311K -$35.1K -486 -11%
DWT
652
Dorsey & Whitney Trust
South Dakota
$310K +$9.47K +131 +3%
BCM
653
Brookstone Capital Management
Illinois
$309K +$286K +3,960 New
MMHP
654
Murphy Middleton Hinkle & Parker
Georgia
$305K -$5.06K -70 -2%
CCM
655
Coldstream Capital Management
Washington
$305K +$283K +3,910 New
ATC
656
Argent Trust Co
Tennessee
$300K -$2.02K -28 -0.7%
OFA
657
Oak Family Advisors
Illinois
$298K +$276K +3,822 New
FWP
658
FAS Wealth Partners
Kansas
$297K +$10.1K +140 +4%
FAIM
659
Financial Advocates Investment Management
Washington
$297K +$275K +3,808 New
EI
660
Ellevest Inc
New York
$291K +$76.8K +1,063 +40%
CG
661
Caprock Group
Idaho
$290K +$269K +3,719 New
CCA
662
Checchi Capital Advisers
California
$285K -$3.54K -49 -1%
VCM
663
Vivaldi Capital Management
Illinois
$284K -$12.9K -179 -5%
TTWM
664
TCV Trust & Wealth Management
Virginia
$283K -$49.4K -683 -16%
RM
665
Resource Management
Louisiana
$283K
OC
666
Oarsman Capital
Wisconsin
$280K -$44.1K -610 -15%
TCM
667
Tuttle Capital Management
Connecticut
$279K +$258K +3,569 New
BWM
668
BerganKDV Wealth Management
Minnesota
$278K +$1.37K +19 +0.5%
TA
669
TrueWealth Advisors
Alabama
$278K +$249K +3,444 New
PMFA
670
Plante Moran Financial Advisors
Michigan
$276K +$231K +3,200 +952%
22CM
671
20/20 Capital Management
California
$274K
IWM
672
IHT Wealth Management
Illinois
$274K +$254K +3,515 New
FFN
673
Focus Financial Network
Minnesota
$274K +$9.25K +128 +4%
AWE
674
Avidian Wealth Enterprises
Texas
$271K +$251K +3,472 New
PFPT
675
Pinnacle Financial Partners (Tennessee)
Tennessee
$269K -$50.6K -700 -17%

PRU Hedge Fund Activity: Q4 2020 in Review

1,006 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2020, worth a combined $17.8B — up 27% from $14B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new PRU positions and 65 closed out — a net gain of 99 holders — while 349 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Arrowstreet Capital, cutting an estimated $69.3M.

  • 1,006 institutional investors held Prudential Financial (PRU) as of Q4 2020, up from 919 in Q3 2020.
  • Funds reported $17.8B of Prudential Financial stock for Q4 2020, up 27% quarter-over-quarter.
  • 164 funds opened new Prudential Financial positions in Q4 2020 and 65 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2020 was Nuveen, an estimated $110M added.
  • The largest Prudential Financial seller in Q4 2020 was Arrowstreet Capital, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2020.