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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
BWM
676
BerganKDV Wealth Management
Minnesota
$139K +$5.28K +90 +4%
CAW
677
Cornerstone Advisors (Washington)
Washington
$137K +$43.2K +735 +49%
QCG
678
Quadrant Capital Group
Ohio
$137K +$52.6K +896 +66%
FMTCOCP
679
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$135K -$470 -8 -0.4%
ATC
680
Adirondack Trust Company
New York
$134K -$14.7K -250 -11%
IBOK
681
Independence Bank of Kentucky
Kentucky
$133K -$5.87K -100 -4%
CFG
682
Citizens Financial Group
Rhode Island
$132K -$35.7K -608 -22%
BL
683
Balentine LLC
Georgia
$129K +$111K +1,894 +857%
C
684
Cerebellum
California
$127K +$64.8K +1,103 New
GTAM
685
Global Trust Asset Management
Florida
$123K
CG
686
Cutler Group
California
$122K +$118K +2,004 New
GCM
687
Gables Capital Management
Florida
$117K
FMLI
688
Fukoku Mutual Life Insurance
Japan
$116K
CTC
689
Central Trust Company
Missouri
$105K -$11.1K -189 -10%
PWMG
690
Prestige Wealth Management Group
New Jersey
$105K
HI
691
Hudock Inc
Pennsylvania
$103K +$7.22K +123 +8%
ECM
692
Estabrook Capital Management
New York
$100K -$9.39K -160 -9%
EI
693
Ellevest Inc
New York
$97K +$53.5K +912 +135%
TCM
694
Tradewinds Capital Management
Washington
$96K -$4.17K -71 -4%
AWM
695
Avior Wealth Management
Nebraska
$96K +$74.2K +1,264 +388%
PIMG
696
Patriot Investment Management Group
Tennessee
$95.1K +$91.6K +1,561 New
SCM
697
Silvant Capital Management
Georgia
$94K
FCA
698
FinTrust Capital Advisors
South Carolina
$91K -$157K -2,680 -64%
HWA
699
Heritage Wealth Advisors
Virginia
$89K -$22.3K -379 -21%
NIM
700
NuWave Investment Management
New Jersey
$88K +$84.1K +1,432 New

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.