We are live on ! Find out more
PRU icon

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
ET
701
Equitable Trust
Tennessee
$281K -$55.1K -600 -17%
VCM
702
Vivaldi Capital Management
Illinois
$280K -$41.2K -449 -13%
SWA
703
Sutton Wealth Advisors
Florida
$276K -$275 -3 -0.1%
LG
704
Leuthold Group
Minnesota
$275K -$68K -741 -20%
Fayez Sarofim & Co
705
Fayez Sarofim & Co
Texas
$274K +$269K +2,928 New
APP
706
Avantax Planning Partners
Iowa
$272K -$5.33K -58 -2%
Fisher Asset Management
707
Fisher Asset Management
Washington
$271K +$266K +2,896 New
BAM
708
Berkshire Asset Management
Pennsylvania
$269K +$263K +2,868 New
EH
709
Equitable Holdings
New York
$268K +$262K +2,858 New
AIM
710
Anchor Investment Management
South Carolina
$268K +$27.5K +300 +12%
SCM
711
Shelton Capital Management
Colorado
$266K -$64.5K -702 -20%
FFBTD
712
First Financial Bank - Trust Division
Ohio
$264K -$4.59K -50 -2%
PNC
713
Park National Corp
Ohio
$263K +$14.8K +161 +6%
BP
714
Ballentine Partners
Massachusetts
$262K -$5.14K -56 -2%
PCM
715
Pennsylvania Capital Management
Pennsylvania
$262K +$257K +2,800 New
DA
716
Doliver Advisors
Texas
$260K -$34.7K -378 -12%
AFP
717
Ausdal Financial Partners
Iowa
$259K +$26.2K +285 +11%
MFG
718
Menard Financial Group
Texas
$258K +$252K +2,748 New
CIA
719
Choate Investment Advisors
Massachusetts
$257K
IA
720
IFP Advisors
Florida
$256K -$15.8K -172 -6%
BWA
721
BDO Wealth Advisors
Florida
$255K +$29.3K +319 +13%
IWS
722
Insight Wealth Strategies
California
$254K +$249K +2,707 New
SIA
723
Sit Investment Associates
Minnesota
$251K -$181K -1,975 -42%
MAFM
724
Mid Atlantic Financial Management
Pennsylvania
$251K +$40.8K +444 +20%
FFN
725
Focus Financial Network
Minnesota
$250K +$459 +5 +0.2%

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.