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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
FWM
751
Focused Wealth Management
New York
$219K +$92 +1 +0%
CAMG
752
CWA Asset Management Group
Florida
$217K -$28.5K -310 -12%
P
753
Pitcairn
Pennsylvania
$216K +$211K +2,300 New
IBOK
754
Independence Bank of Kentucky
Kentucky
$214K -$2.3K -25 -1%
CRC
755
Curi RMB Capital
Illinois
$214K
SAM
756
Silvercrest Asset Management
New York
$214K +$210K +2,287 New
GT
757
Glenview Trust
Kentucky
$213K -$10.7K -116 -5%
CGL
758
Clarius Group LLC
Washington
$212K +$206K +2,247 New
FMTCOCP
759
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K
CA
760
Clearstead Advisors
Ohio
$209K +$204K +2,226 New
SFI
761
SPC Financial Inc
Maryland
$207K -$4.59K -50 -2%
MS
762
Maven Securities
Jersey
$207K +$204K +2,223 New
PT
763
Plimoth Trust
Massachusetts
$206K +$201K +2,190 New
MTCM
764
Mint Tower Capital Management
Netherlands
$206K +$202K +2,200 New
AIM
765
Aurora Investment Managers
Florida
$205K +$201K +2,184 New
MCM
766
Marathon Capital Management
Maryland
$204K -$9.46K -103 -5%
ATC
767
Adirondack Trust Company
New York
$204K +$47.7K +520 +30%
AHB
768
Abner Herrman & Brock
New Jersey
$202K -$13.8K -150 -7%
EFS
769
Essex Financial Services
Connecticut
$201K +$197K +2,149 New
ECM
770
Estabrook Capital Management
New York
$200K -$22K -240 -10%
OAM
771
Oppenheimer Asset Management
New York
$197K -$98.1K -1,068 -34%
GTAM
772
Global Trust Asset Management
Florida
$192K
PCG
773
Private Capital Group
Connecticut
$190K -$53.6K -584 -22%
CB
774
Community Bank
New York
$190K -$16.5K -180 -8%
FPB
775
First PREMIER Bank
South Dakota
$187K +$97.8K +1,065 +114%

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.