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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
WIM
751
Westside Investment Management
California
$164K -$50.6K -700 -8%
OC
752
Oakworth Capital
Alabama
$164K -$7.37K -102 -5%
FWM
753
Focused Wealth Management
New York
$163K -$19.8K -274 -12%
RCA
754
Ranch Capital Advisors
Florida
$163K +$5.2K +72 +4%
GTAM
755
Global Trust Asset Management
Florida
$158K
GCM
756
Gables Capital Management
Florida
$150K
FMLI
757
Fukoku Mutual Life Insurance
Japan
$148K
BCP
758
Blue Chip Partners
Michigan
$145K -$7.59K -105 -5%
IBOK
759
Independence Bank of Kentucky
Kentucky
$143K -$7.23K -100 -5%
BBHC
760
Brown Brothers Harriman & Co
New York
$137K +$123K +1,708 +3,713%
MC
761
Maverick Capital
Texas
$134K +$124K +1,713 New
RPWA
762
Regent Peak Wealth Advisors
Georgia
$134K +$124K +1,721 New
AWM
763
Avior Wealth Management
Nebraska
$127K -$1.01K -14 -0.9%
BAM
764
Belpointe Asset Management
Nevada
$126K -$24.6K -340 -17%
TCM
765
Tradewinds Capital Management
Washington
$124K
SCM
766
Silvant Capital Management
Georgia
$120K
HWA
767
Heritage Wealth Advisors
Virginia
$117K +$2.67K +37 +3%
EIP
768
Ellis Investment Partners
Pennsylvania
$114K +$2.67K +37 +3%
QCG
769
Quadrant Capital Group
Ohio
$111K -$3.83K -53 -4%
PFO
770
Pathstone Family Office
New Jersey
$110K +$78.5K +1,086 +333%
PCA
771
Peddock Capital Advisors
Massachusetts
$110K +$102K +1,409 New
TC
772
Trust Company
Kansas
$109K
PWM
773
Perigon Wealth Management
California
$109K +$101K +1,396 New
BWL
774
Bogart Wealth LLC
Virginia
$107K
TFM
775
TFC Financial Management
Massachusetts
$107K

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.