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Prudential Financial

955 hedge funds and large institutions have $23.1B invested in Prudential Financial in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 362 increasing their positions, 375 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 64.55%63.86% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 375

4% less funds holding

Funds holding: 995955 (-40)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

15% less capital invested

Capital invested by funds: $27.2B → $23.1B (-$4.12B)

31% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 102

33% less call options, than puts

Call options by funds: $245M | Put options by funds: $367M

Holders
955
Holders Change
-40
Holders Change %
-4.02%
% of All Funds
20.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
70
Increased
362
Reduced
375
Closed
102
Calls
$245M
Puts
$367M
Net Calls
-$122M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
776
Trust Company of Vermont
Vermont
$98K -$9.52K -105 -9%
VNA
777
Valley National Advisers
Pennsylvania
$97K -$30.9K -341 -24%
GSWM
778
Golden State Wealth Management
California
$93K +$91 +1 +0.1%
CFA
779
Carroll Financial Associates
North Carolina
$91K -$6.34K -70 -6%
NSB
780
Norway Savings Bank
Maine
$90K
HI
781
Human Investing
Oregon
$89K -$2.81K -31 -3%
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$86K +$6.07K +67 +8%
FPB
783
First PREMIER Bank
South Dakota
$84K
PWMG
784
Prestige Wealth Management Group
New Jersey
$84K +$3.81K +42 +5%
VCM
785
Vigilant Capital Management
Maine
$83K -$8.25K -91 -9%
MCM
786
MV Capital Management
Maryland
$83K
AIM
787
Arcadia Investment Management
Michigan
$82K
FHA
788
Flagship Harbor Advisors
Massachusetts
$81K -$23.5K -259 -22%
EW
789
Evoke Wealth
California
$80.6K +$81.2K +896 New
TL
790
TrueWealth LLC
Georgia
$80K -$906 -10 -1%
OFS
791
Orrstown Financial Services
Pennsylvania
$80K -$544 -6 -0.6%
PI
792
PineBridge Investments
New York
$79K -$114K -1,261 -59%
FMII
793
Farmers & Merchants Investments Inc
Nebraska
$77K
RMC
794
Resources Management Corp
Connecticut
$74K +$74.5K +822 New
FFC
795
First Financial Corp
Indiana
$72K
MCM
796
McMillion Capital Management
North Carolina
$72K
ONST
797
Old North State Trust
North Carolina
$71K +$1.09K +12 +2%
SBL
798
Sargent Bickham Lagudis
Colorado
$71K +$3.99K +44 +6%
DP
799
Denver PWM
Colorado
$70.3K +$71.6K +790 New
GWS
800
Glassman Wealth Services
Virginia
$69K -$3.17K -35 -4%

PRU Hedge Fund Activity: Q3 2019 in Review

955 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2019, worth a combined $23.1B — down 15% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of PRU and 70 opened new positions — a net loss of 32 holders — while 375 trimmed existing stakes and 362 added.

The largest buyer was Nippon Life Insurance, adding an estimated $167M. The largest seller was T. Rowe Price Associates, cutting an estimated $126M.

  • 955 institutional investors held Prudential Financial (PRU) as of Q3 2019, down from 995 in Q2 2019.
  • Funds reported $23.1B of Prudential Financial stock for Q3 2019, down 15% quarter-over-quarter.
  • 70 funds opened new Prudential Financial positions in Q3 2019 and 102 closed out, a net change of -32 holders.
  • The largest Prudential Financial buyer in Q3 2019 was Nippon Life Insurance, an estimated $167M added.
  • The largest Prudential Financial seller in Q3 2019 was T. Rowe Price Associates, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2019.