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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
BFC
801
Bedel Financial Consulting
Indiana
$69K
CIA
802
CSat Investment Advisory
Michigan
$68K -$262K -2,889 -79%
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$26.6K -294 -28%
CHC
804
City Holding Co
West Virginia
$64K +$9.06K +100 +16%
ST
805
Smithfield Trust
Pennsylvania
$64K +$9.06K +100 +16%
SIA
806
SeaBridge Investment Advisors
New Jersey
$63K
TWA
807
TCI Wealth Advisors
Arizona
$62K -$1.09K -12 -2%
SIM
808
Sonora Investment Management
Arizona
$61K -$9.34K -103 -13%
CCM
809
Covington Capital Management
California
$60K -$20.2K -223 -25%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$59K -$14.8K -163 -20%
CFG
811
Citizens Financial Group
Rhode Island
$58K
FPS
812
Fieldpoint Private Securities
Connecticut
$57K -$19.1K -211 -25%
MMG
813
Monetary Management Group
Missouri
$54K
ZB
814
Zions Bancorporation
Utah
$51K -$272 -3 -0.5%
GI
815
Gradient Investments
Minnesota
$50K +$1.09K +12 +2%
GWA
816
Guidant Wealth Advisors
Illinois
$49K
PFO
817
Pathstone Family Office
New Jersey
$49K +$19.9K +220 +67%
KTC
818
Kistler-Tiffany Companies
Pennsylvania
$48K -$22.7K -250 -32%
JWA
819
JFS Wealth Advisors
Pennsylvania
$48K +$91 +1 +0.2%
EFSCE
820
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$1.9K +21 +4%
HR
821
Howe & Rusling
New York
$47K +$9.24K +102 +24%
WC
822
Weil Company
California
$47K +$46.9K +518 New
TFA
823
Toth Financial Advisory
Virginia
$46K
CAC
824
Certified Advisory Corp
Florida
$46K +$3.17K +35 +7%
KFS
825
Kelly Financial Services
Massachusetts
$45.9K +$363 +4 +0.8%

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.