We are live on ! Find out more
PRU icon

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
SIM
701
Sonora Investment Management
Arizona
$85K
TC
702
Trust Company
Kansas
$85K
VNA
703
Valley National Advisers
Pennsylvania
$84K -$3.17K -54 -4%
BWL
704
Bogart Wealth LLC
Virginia
$84K +$53K +903 +192%
EIP
705
Ellis Investment Partners
Pennsylvania
$82K +$1.06K +18 +1%
FANJ
706
Financial Architects (New Jersey)
New Jersey
$81K -$7.87K -134 -9%
CIA
707
CSat Investment Advisory
Michigan
$81K +$17.3K +294 +29%
AF
708
Arrow Financial
New York
$76K -$11.7K -200 -14%
EW
709
Evoke Wealth
California
$76K -$2.29K -39 -3%
CWP
710
CFM Wealth Partners
Texas
$76K
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$74K -$411 -7 -0.6%
CFA
712
Carroll Financial Associates
North Carolina
$73K +$12.2K +207 +21%
IA
713
IndexIQ Advisors
New York
$71K +$60.6K +1,033 +738%
RWB
714
RMR Wealth Builders
New Jersey
$70K +$67.5K +1,150 New
S
715
Seeyond
France
$69K -$1.82K -31 -3%
DZ Bank
716
DZ Bank
Germany
$68.9K
PCG
717
Private Capital Group
Connecticut
$68K -$2.17K -37 -3%
CFN
718
Cordasco Financial Network
Florida
$67K
MAWCM
719
Mine & Arao Wealth Creation & Management
California
$67K +$5.87K +100 +10%
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$65K -$9.51K -162 -13%
TWA
721
TCI Wealth Advisors
Arizona
$63K -$14.1K -240 -19%
PA
722
Procyon Advisors
Connecticut
$63K +$1.29K +22 +2%
JWA
723
JFS Wealth Advisors
Pennsylvania
$61K +$11.8K +201 +25%
HI
724
Human Investing
Oregon
$60K
SWM
725
Sugarloaf Wealth Management
Georgia
$58K -$18.2K -310 -25%

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.