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Prudential Financial

1,006 hedge funds and large institutions have $17.8B invested in Prudential Financial in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 349 increasing their positions, 357 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 65

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

27% more capital invested

Capital invested by funds: $14B → $17.8B (+$3.77B)

9% more funds holding

Funds holding: 9191,006 (+87)

1% more call options, than puts

Call options by funds: $390M | Put options by funds: $387M

0.25% less ownership

Funds ownership: 55.97%55.72% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 357

Holders
1,006
Holders Change
+87
Holders Change %
+9.47%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
164
Increased
349
Reduced
357
Closed
65
Calls
$390M
Puts
$387M
Net Calls
+$3.53M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T
726
TRUADVICE
Florida
$209K +$191K +2,638 New
APP
727
Avantax Planning Partners
Iowa
$207K +$191K +2,646 New
CBFP
728
Cedar Brook Financial Partners
Ohio
$207K +$192K +2,656 New
FMT
729
First Mercantile Trust
Tennessee
$206K +$1.73K +24 +0.9%
WA
730
Wambolt & Associates
Colorado
$206K +$190K +2,636 New
TAM
731
Trust Asset Management
Texas
$205K +$189K +2,620 New
QI
732
Qtron Investments
Massachusetts
$205K +$190K +2,628 New
VCA
733
Verdence Capital Advisors
Maryland
$204K +$189K +2,617 New
FUBT
734
First United Bank & Trust
Maryland
$203K +$188K +2,597 New
AA
735
Advisory Alpha
Michigan
$202K +$2.31K +32 +1%
RCA
736
Rowland Carmichael Advisors
Arizona
$202K +$187K +2,593 New
PIM
737
Perpetual Investment Management
Australia
$201K +$188K +2,600 New
GA
738
Geller Advisors
New York
$200K +$121K +1,670 New
EDRH
739
Edmond de Rothschild Holding
Switzerland
$199K -$47.6K -659 -21%
TCM
740
TD Capital Management
Tennessee
$196K
SWA
741
Sutton Wealth Advisors
Florida
$186K -$9.39K -130 -5%
GC
742
Garde Capital
Washington
$186K +$172K +2,385 New
AII
743
AGF Investments Inc
Ontario, Canada
$183K -$69.8K -966 -29%
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
$180K -$145K -2,000 -47%
VFA
745
Valeo Financial Advisors
Indiana
$177K -$44.3K -613 -21%
KC
746
Kinloch Capital
Virginia
$175K +$162K +2,240 New
FMTCOCP
747
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$173K -$867 -12 -0.5%
SWP
748
ShoreHaven Wealth Partners
New Jersey
$173K +$160K +2,221 New
HI
749
Hudock Inc
Pennsylvania
$166K -$7.01K -97 -4%
ATC
750
Adirondack Trust Company
New York
$166K

PRU Hedge Fund Activity: Q4 2020 in Review

1,006 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2020, worth a combined $17.8B — up 27% from $14B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new PRU positions and 65 closed out — a net gain of 99 holders — while 349 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Arrowstreet Capital, cutting an estimated $69.3M.

  • 1,006 institutional investors held Prudential Financial (PRU) as of Q4 2020, up from 919 in Q3 2020.
  • Funds reported $17.8B of Prudential Financial stock for Q4 2020, up 27% quarter-over-quarter.
  • 164 funds opened new Prudential Financial positions in Q4 2020 and 65 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2020 was Nuveen, an estimated $110M added.
  • The largest Prudential Financial seller in Q4 2020 was Arrowstreet Capital, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2020.