We are live on ! Find out more
PRU icon

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
WWM
701
Western Wealth Management
Colorado
$233K -$6.34K -70 -3%
AIM
702
Avity Investment Management
Connecticut
$232K
AIM
703
Anchor Investment Management
South Carolina
$230K -$17.3K -191 -7%
ASN
704
Advisory Services Network
Georgia
$229K
AFP
705
Ausdal Financial Partners
Iowa
$228K -$4.62K -51 -2%
CIAS
706
Capital Investment Advisory Services
North Carolina
$226K +$69.9K +771 +44%
QCG
707
Quadrant Capital Group
Ohio
$226K +$136K +1,499 +135%
ACM
708
Allred Capital Management
Texas
$223K -$90.6K -1,000 -28%
CBFP
709
Cedar Brook Financial Partners
Ohio
$222K -$35.3K -389 -14%
S
710
Surevest
California
$222K +$725 +8 +0.3%
DWT
711
Dorsey & Whitney Trust
South Dakota
$222K +$27.6K +304 +14%
LSAG
712
Lake Street Advisors Group
New Hampshire
$219K -$12.1K -134 -5%
EGA
713
Eagle Global Advisors
Texas
$219K
CTC
714
Central Trust Company
Missouri
$217K -$60.1K -663 -22%
BWA
715
BDO Wealth Advisors
Florida
$216K +$13.3K +147 +7%
MCM
716
Murphy Capital Management
New Jersey
$216K +$218K +2,408 New
GT
717
Glenview Trust
Kentucky
$215K +$15.6K +172 +8%
KFGK
718
Keystone Financial Group (Kentucky)
Kentucky
$214K
ECM
719
Estabrook Capital Management
New York
$214K +$13.1K +144 +6%
LPT
720
Legacy Private Trust
Wisconsin
$213K
PCA
721
Peddock Capital Advisors
Massachusetts
$212K -$25.3K -279 -11%
IC
722
Inscription Capital
Texas
$212K +$214K +2,359 New
QCM
723
Quantinno Capital Management
New York
$211K -$65.3K -721 -23%
SFSIG
724
San Francisco Sentry Investment Group
California
$210K
FWM
725
Focused Wealth Management
New York
$210K +$5.08K +56 +2%

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.