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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
CGL
751
Clarius Group LLC
Washington
$205K +$206K +2,234 New
HCA
752
Harbour Capital Advisors
Virginia
$203K +$204K +2,213 New
LBC
753
Lowe Brockenbrough & Co
Virginia
$202K +$203K +2,200 New
KFGK
754
Keystone Financial Group (Kentucky)
Kentucky
$200K +$200K +2,174 New
GSWM
755
Golden State Wealth Management
California
$196K +$197K +2,135 New
GTAM
756
Global Trust Asset Management
Florida
$188K
FMTCOCP
757
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$187K
CIAS
758
Capital Investment Advisory Services
North Carolina
$183K -$1.66K -18 -0.9%
ATC
759
Adirondack Trust Company
New York
$182K +$58.5K +635 +59%
IUHSA
760
Itau Unibanco Holding S.A.
Brazil
$179K
SMFS
761
Squar Milner Financial Services
California
$177K
FMLI
762
Fukoku Mutual Life Insurance
Japan
$175K
RIA
763
Realta Investment Advisors
Delaware
$174K +$177K +1,916 New
WAM
764
Wolverine Asset Management
Illinois
$173K -$3.39M -36,806 -95%
SCM
765
Silvant Capital Management
Georgia
$172K
YWP
766
YorkBridge Wealth Partners
New York
$170K -$13.8K -150 -8%
FANJ
767
Financial Architects (New Jersey)
New Jersey
$169K -$184 -2 -0.1%
RTC
768
Riverview Trust Company
Washington
$167K
BBNA
769
Bremer Bank National Association
Minnesota
$166K +$145K +1,573 New
NIM
770
NuWave Investment Management
New Jersey
$165K +$156K +1,693 +1,628%
PGA
771
Premia Global Advisors
Florida
$163K +$164K +1,779 New
OWA
772
One Wealth Advisors
California
$162K +$163K +1,766 New
BWA
773
BDO Wealth Advisors
Florida
$160K +$49.6K +538 +45%
ESB
774
Essex Savings Bank
Connecticut
$153K -$9.13K -99 -6%
GCM
775
Gables Capital Management
Florida
$151K +$7.84K +85 +5%

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.