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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
VFA
776
Valeo Financial Advisors
Indiana
$185K -$2.11K -23 -1%
PCM
777
Penserra Capital Management
California
$184K +$19.6K +214 +12%
GCM
778
Gables Capital Management
Florida
$180K +$25.4K +277 +17%
FMLI
779
Fukoku Mutual Life Insurance
Japan
$178K +$27.5K +300 +19%
HWA
780
Heritage Wealth Advisors
Virginia
$171K +$17.4K +189 +12%
RTC
781
Riverview Trust Company
Washington
$170K
MIFH
782
Migdal Insurance & Financial Holdings
Israel
$168K +$10.7K +116 +7%
BWM
783
BerganKDV Wealth Management
Minnesota
$159K +$1.47K +16 +1%
PHK
784
Point72 Hong Kong
Hong Kong
$158K +$155K +1,686 New
TCM
785
Tradewinds Capital Management
Washington
$155K +$3.67K +40 +2%
RCA
786
Ranch Capital Advisors
Florida
$152K +$8.08K +88 +6%
HI
787
Hudock Inc
Pennsylvania
$147K +$17.1K +186 +14%
O
788
Ossiam
France
$145K -$6.7K -73 -5%
SCM
789
Silvant Capital Management
Georgia
$144K
FA
790
Fortis Advisors
Pennsylvania
$141K
AF
791
Arrow Financial
New York
$140K -$269K -2,935 -66%
PCA
792
Peddock Capital Advisors
Massachusetts
$140K -$79K -860 -37%
FANJ
793
Financial Architects (New Jersey)
New Jersey
$138K -$10.5K -114 -7%
CWM
794
Cranbrook Wealth Management
Michigan
$136K
BBHC
795
Brown Brothers Harriman & Co
New York
$134K -$52.8K -575 -29%
AF
796
Allworth Financial
California
$134K +$85.8K +934 +189%
AIS
797
Accurate Investment Solutions
Pennsylvania
$133K +$8.91K +97 +7%
VNA
798
Valley National Advisers
Pennsylvania
$133K +$31.4K +342 +32%
TC
799
Trust Company
Kansas
$131K
SIM
800
Sonora Investment Management
Arizona
$131K +$65.2K +710 +104%

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.