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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
APP
676
Avantax Planning Partners
Iowa
$266K +$634 +7 +0.2%
CT
677
Coastline Trust
Rhode Island
$266K +$26.7K +295 +11%
SWA
678
Sutton Wealth Advisors
Florida
$265K +$30.6K +338 +13%
IA
679
IFP Advisors
Florida
$263K +$263K +2,906 New
KWM
680
Kingsview Wealth Management
Oregon
$261K +$997 +11 +0.4%
PTC
681
Petrus Trust Company
Texas
$260K +$262K +2,891 New
FFBTD
682
First Financial Bank - Trust Division
Ohio
$258K -$16K -177 -6%
BP
683
Ballentine Partners
Massachusetts
$257K -$85.2K -940 -25%
GLA
684
Good Life Advisors
Pennsylvania
$253K -$5.35K -59 -2%
FBFS
685
First Business Financial Services
Wisconsin
$253K +$255K +2,810 New
OC
686
Oakworth Capital
Alabama
$251K -$8.16K -90 -3%
IWC
687
Integrated Wealth Concepts
Massachusetts
$249K +$28.6K +316 +13%
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$248K -$98.5K -1,087 -28%
CIA
689
Choate Investment Advisors
Massachusetts
$247K
AC
690
Avestar Capital
New York
$241K -$3.99K -44 -2%
MMHP
691
Murphy Middleton Hinkle & Parker
Georgia
$241K +$453 +5 +0.2%
PIA
692
Pinion Investment Advisors
Kansas
$241K +$25.4K +280 +12%
HF
693
HRT Financial
New York
$240K -$384K -4,237 -61%
FFN
694
Focus Financial Network
Minnesota
$240K +$725 +8 +0.3%
PNC
695
Park National Corp
Ohio
$238K +$239K +2,642 New
BCM
696
BTR Capital Management
California
$236K
CAMG
697
CWA Asset Management Group
Florida
$236K +$12.1K +134 +5%
PCG
698
Private Capital Group
Connecticut
$236K +$18.8K +207 +9%
PL
699
Perpetual Ltd
Australia
$234K
IA
700
IFG Advisory
Georgia
$233K -$12.9K -142 -5%

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.