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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
LPT
726
Legacy Private Trust
Wisconsin
$249K +$26.4K +288 +12%
LSAG
727
Lake Street Advisors Group
New Hampshire
$248K +$19.1K +208 +9%
RE
728
RBC Europe
United Kingdom
$247K -$36.7K -400 -13%
PP
729
Pegasus Partners
Wisconsin
$247K -$136K -1,476 -36%
BCM
730
BTR Capital Management
California
$246K
ECM
731
ExodusPoint Capital Management
New York
$246K +$241K +2,622 New
WAM
732
Weiss Asset Management
Massachusetts
$243K -$48.8K -532 -17%
PL
733
Perpetual Ltd
Australia
$243K
OC
734
Oakworth Capital
Alabama
$242K -$20.4K -222 -8%
AIM
735
Avity Investment Management
Connecticut
$241K
WWM
736
Western Wealth Management
Colorado
$241K
ACM
737
Allred Capital Management
Texas
$240K
CTC
738
Central Trust Company
Missouri
$239K +$11.4K +124 +5%
SFA
739
Sequoia Financial Advisors
Ohio
$235K +$230K +2,510 New
S
740
Surevest
California
$232K
DWT
741
Dorsey & Whitney Trust
South Dakota
$231K -$92 -1 -0%
CBFP
742
Cedar Brook Financial Partners
Ohio
$229K -$2.57K -28 -1%
EWA
743
EP Wealth Advisors
California
$226K +$221K +2,411 New
WTB
744
Washington Trust Bank
Washington
$224K -$68.8K -749 -24%
SFSIG
745
San Francisco Sentry Investment Group
California
$224K +$5.05K +55 +2%
CIA
746
Capital Investment Advisors
Georgia
$224K +$7.99K +87 +4%
EGA
747
Eagle Global Advisors
Texas
$222K -$6.89K -75 -3%
IC
748
Inscription Capital
Texas
$221K
KFGK
749
Keystone Financial Group (Kentucky)
Kentucky
$220K -$2.66K -29 -1%
QCM
750
Quantinno Capital Management
New York
$220K

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.