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Prudential Financial

1,034 hedge funds and large institutions have $24.2B invested in Prudential Financial in 2019 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 371 increasing their positions, 357 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 67

8% more funds holding

Funds holding: 9551,034 (+79)

5% more capital invested

Capital invested by funds: $23.1B → $24.2B (+$1.11B)

4% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 357

0.41% more ownership

Funds ownership: 63.86%64.27% (+0.41%)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

40% less call options, than puts

Call options by funds: $263M | Put options by funds: $440M

Holders
1,034
Holders Change
+79
Holders Change %
+8.27%
% of All Funds
20.37%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
162
Increased
371
Reduced
357
Closed
67
Calls
$263M
Puts
$440M
Net Calls
-$178M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
676
Roman Butler Fullerton & Co
Missouri
$317K +$311K +3,384 New
CCA
677
Checchi Capital Advisers
California
$316K +$3.86K +42 +1%
QCG
678
Quadrant Capital Group
Ohio
$310K +$77.5K +844 +32%
SFM
679
Systematic Financial Management
New Jersey
$309K
BIA
680
Bigelow Investment Advisors
Maine
$304K +$2.85K +31 +1%
IIC
681
Integrated Investment Consultants
Michigan
$302K -$4.59K -50 -2%
CT
682
Coastline Trust
Rhode Island
$302K +$24.8K +270 +9%
DC
683
Davenport & Co
Virginia
$301K -$40.6K -442 -12%
TCM
684
TD Capital Management
Tennessee
$301K
JFL
685
Jarislowsky, Fraser Ltd
Quebec, Canada
$299K
VWM
686
Vigilare Wealth Management
Arizona
$297K +$298K +3,243 New
Credit Agricole
687
Credit Agricole
France
$296K
WQ
688
Wealth Quarterback
New Jersey
$294K +$1.57M +17,074 New
PCMC
689
Paragon Capital Management (Colorado)
Colorado
$292K -$21.9K -239 -7%
PHAM
690
Palisades Hudson Asset Management
Florida
$292K
PIA
691
Pinion Investment Advisors
Kansas
$292K +$40.3K +439 +16%
VI
692
Versor Investments
New York
$291K -$1.08M -11,800 -79%
NJBEST
693
New Jersey Better Educational Savings Trust
New Jersey
$291K -$266K -2,900 -48%
LCP
694
Legacy Capital Partners
Wisconsin
$291K
KWM
695
Kingsview Wealth Management
Oregon
$290K +$17.4K +189 +7%
FA
696
FDx Advisors
Illinois
$288K -$306K -3,330 -52%
ClearBridge Investments
697
ClearBridge Investments
New York
$286K -$174K -1,890 -39%
CA
698
Calton & Associates
Florida
$285K +$279K +3,040 New
ODCM
699
Old Dominion Capital Management
Virginia
$284K +$279K +3,034 New
BIM
700
Baldwin Investment Management
Pennsylvania
$282K

PRU Hedge Fund Activity: Q4 2019 in Review

1,034 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2019, worth a combined $24.2B — up 4.8% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PRU positions and 67 closed out — a net gain of 95 holders — while 371 added to existing stakes and 357 trimmed.

The largest buyer was Bank of America, adding an estimated $606M. The largest seller was Ameriprise, cutting an estimated $183M.

  • 1,034 institutional investors held Prudential Financial (PRU) as of Q4 2019, up from 955 in Q3 2019.
  • Funds reported $24.2B of Prudential Financial stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 162 funds opened new Prudential Financial positions in Q4 2019 and 67 closed out, a net change of +95 holders.
  • The largest Prudential Financial buyer in Q4 2019 was Bank of America, an estimated $606M added.
  • The largest Prudential Financial seller in Q4 2019 was Ameriprise, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2019.