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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$69.7M +$4.8M +52,233 +8%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$66.5M -$278K -3,030 -0.4%
ZIM
53
Zacks Investment Management
Illinois
$64.9M -$299K -3,251 -0.5%
AllianceBernstein
54
AllianceBernstein
Tennessee
$64.3M -$2.7M -29,393 -4%
Allianz Asset Management
55
Allianz Asset Management
Germany
$64.2M -$32.7M -356,104 -34%
Principal Financial Group
56
Principal Financial Group
Iowa
$61.8M -$8.97M -97,635 -13%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$60.1M +$10.9M +119,177 +23%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$58M -$523K -5,700 -0.9%
GLA
59
Great Lakes Advisors
Illinois
$57.7M -$6.97M -75,879 -11%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$57.2M +$10.9M +118,636 +24%
National Pension Service
61
National Pension Service
South Korea
$52M +$1.41M +15,322 +3%
First Trust Advisors
62
First Trust Advisors
Illinois
$50.1M +$10.7M +116,444 +28%
BCM
63
Bridgeway Capital Management
Texas
$48.3M -$6.04M -65,800 -11%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$46.6M -$583K -6,352 -1%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$44.8M -$1.04M -11,324 -2%
AQR Capital Management
66
AQR Capital Management
Connecticut
$44.1M -$20.5M -223,532 -32%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$42.5M -$13.4M -146,106 -24%
Citigroup
68
Citigroup
New York
$40.6M +$5.34M +58,195 +16%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$39.8M -$6.72M -73,138 -15%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$39.5M +$38.7M +421,275 New
Canada Life
71
Canada Life
Manitoba, Canada
$38.7M +$2.29M +24,933 +6%
KBC Group
72
KBC Group
Belgium
$38.5M +$10.6M +115,338 +39%
AG
73
Aperio Group
California
$37.4M -$198K -2,158 -0.5%
Aviva
74
Aviva
United Kingdom
$37.3M -$13.6M -148,344 -27%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$37M +$1.18M +12,800 +3%

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.