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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
IWC
726
Integrated Wealth Concepts
Massachusetts
$236K +$5.44K +59 +2%
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$236K +$71.5K +776 +43%
SW
728
SlateStone Wealth
Florida
$234K +$235K +2,545 New
PGIM
729
Pacific Global Investment Management
California
$232K +$92 +1 +0%
CAMG
730
CWA Asset Management Group
Florida
$231K -$88.1K -956 -28%
CIA
731
Capital Investment Advisors
Georgia
$231K -$57.9K -628 -20%
LC
732
LCNB Corp
Ohio
$231K +$232K +2,512 New
FPS
733
Fieldpoint Private Securities
Connecticut
$230K -$56.7K -615 -20%
WWM
734
Western Wealth Management
Colorado
$228K -$6.45K -70 -3%
AC
735
Avestar Capital
New York
$228K +$30.8K +334 +14%
OC
736
Oakworth Capital
Alabama
$225K
IBOK
737
Independence Bank of Kentucky
Kentucky
$224K -$23K -250 -9%
EGA
738
Eagle Global Advisors
Texas
$224K +$225K +2,440 New
GT
739
Glenview Trust
Kentucky
$223K -$3.13K -34 -1%
SFSIG
740
San Francisco Sentry Investment Group
California
$219K -$10.1K -110 -4%
CRC
741
Curi RMB Capital
Illinois
$219K +$219K +2,380 New
MMHP
742
Murphy Middleton Hinkle & Parker
Georgia
$217K +$218K +2,363 New
LPT
743
Legacy Private Trust
Wisconsin
$217K +$218K +2,365 New
NNP
744
Nachman Norwood & Parrott
South Carolina
$213K +$213K +2,314 New
PIA
745
Pinion Investment Advisors
Kansas
$212K +$213K +2,310 New
WP
746
WealthPLAN Partners
Nebraska
$210K +$197K +2,140 New
MCM
747
Marathon Capital Management
Maryland
$209K +$210K +2,283 New
FWM
748
Focused Wealth Management
New York
$206K -$4.89K -53 -2%
EFS
749
Essex Financial Services
Connecticut
$206K +$207K +2,242 New
ECM
750
Estabrook Capital Management
New York
$205K

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.