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Prudential Financial

1,001 hedge funds and large institutions have $24.4B invested in Prudential Financial in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 393 increasing their positions, 340 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

16% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 340

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.73B)

3% more funds holding

Funds holding: 9741,001 (+27)

0.14% less ownership

Funds ownership: 64.98%64.84% (-0.14%)

42% less call options, than puts

Call options by funds: $168M | Put options by funds: $291M

Holders
1,001
Holders Change
+27
Holders Change %
+2.77%
% of All Funds
21.67%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.32%
New
103
Increased
393
Reduced
340
Closed
66
Calls
$168M
Puts
$291M
Net Calls
-$123M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
701
Vivaldi Capital Management
Illinois
$270K +$3.41K +37 +1%
GC
702
Gilbert & Cook
Iowa
$263K +$9.04K +98 +4%
WCM
703
Wunderlich Capital Managemnt
Tennessee
$261K +$30.1K +326 +13%
FCFC
704
First Commonwealth Financial Corp
Pennsylvania
$256K +$4.89K +53 +2%
CBFP
705
Cedar Brook Financial Partners
Ohio
$256K +$21.9K +237 +9%
HTC
706
Haverford Trust Company
Pennsylvania
$256K +$257K +2,789 New
TCM
707
TD Capital Management
Tennessee
$254K
AIM
708
Anchor Investment Management
South Carolina
$252K
ZCM
709
Zebra Capital Management
Connecticut
$252K -$253K -2,747 -50%
CIA
710
Choate Investment Advisors
Massachusetts
$252K -$5.99K -65 -2%
LSAG
711
Lake Street Advisors Group
New Hampshire
$250K -$110K -1,194 -30%
PCA
712
Peddock Capital Advisors
Massachusetts
$250K -$32.5K -352 -11%
BCM
713
BTR Capital Management
California
$248K +$18.4K +200 +8%
FFN
714
Focus Financial Network
Minnesota
$244K +$245K +2,658 New
FHB
715
First Hawaiian Bank
Hawaii
$242K -$456K -4,946 -65%
CT
716
Coastline Trust
Rhode Island
$241K -$5.53K -60 -2%
IA
717
IFG Advisory
Georgia
$241K +$242K +2,630 New
CG
718
Colony Group
Massachusetts
$240K +$241K +2,615 New
SWA
719
Sutton Wealth Advisors
Florida
$239K +$1.48K +16 +0.6%
PL
720
Perpetual Ltd
Australia
$239K
AFP
721
Ausdal Financial Partners
Iowa
$239K +$240K +2,601 New
CCP
722
Corient Capital Partners
California
$237K -$38.3K -415 -14%
M
723
Mirova
France
$237K +$70.8K +768 +42%
AIM
724
Avity Investment Management
Connecticut
$236K
SB
725
Simmons Bank
Arkansas
$236K

PRU Hedge Fund Activity: Q1 2019 in Review

1,001 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2019, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PRU positions and 66 closed out — a net gain of 37 holders — while 393 added to existing stakes and 340 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was Massachusetts Financial Services, cutting an estimated $185M.

  • 1,001 institutional investors held Prudential Financial (PRU) as of Q1 2019, up from 974 in Q4 2018.
  • Funds reported $24.4B of Prudential Financial stock for Q1 2019, up 13% quarter-over-quarter.
  • 103 funds opened new Prudential Financial positions in Q1 2019 and 66 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q1 2019 was BlackRock, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2019 was Massachusetts Financial Services, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2019.