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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
EIP
801
Ellis Investment Partners
Pennsylvania
$129K -$1.38K -15 -1%
CWP
802
CFM Wealth Partners
Texas
$120K +$116K +1,262 New
CFB
803
Cullen/Frost Bankers
Texas
$118K -$20.8K -226 -15%
LC
804
Lindbrook Capital
California
$118K +$4.41K +48 +4%
SWM
805
Sugarloaf Wealth Management
Georgia
$118K +$115K +1,254 New
RFM
806
Royal Fund Management
Florida
$117K -$367 -4 -0.3%
S
807
Seeyond
France
$112K
HI
808
Human Investing
Oregon
$112K +$18.7K +204 +21%
GLI
809
Guardian Life Insurance
New York
$111K
CAW
810
Cornerstone Advisors (Washington)
Washington
$110K +$1.38K +15 +1%
IUHSA
811
Itau Unibanco Holding S.A.
Brazil
$107K -$7.71K -84 -7%
BSPF
812
British Steel Pension Fund
United Kingdom
$107K
DZ Bank
813
DZ Bank
Germany
$106K -$943K -10,272 -90%
TI
814
tru Independence
Oregon
$106K +$186K +2,030 New
FMT
815
First Mercantile Trust
Tennessee
$105K -$2.75K -30 -3%
CFN
816
Cordasco Financial Network
Florida
$103K
HB
817
Horizon Bancorp
Indiana
$103K +$101K +1,100 New
PWMG
818
Prestige Wealth Management Group
New Jersey
$99K +$11.2K +122 +13%
TT
819
TI-Trust
Illinois
$99K +$96.8K +1,054 New
FGAM
820
Financial Gravity Asset Management
Texas
$94K -$92 -1 Closed
NSB
821
Norway Savings Bank
Maine
$94K
GI
822
Gradient Investments
Minnesota
$94K +$41K +447 +81%
MAWCM
823
Mine & Arao Wealth Creation & Management
California
$94K +$91.8K +1,000 New
PA
824
Procyon Advisors
Connecticut
$94K +$92K +1,002 New
CFA
825
Carroll Financial Associates
North Carolina
$93K -$2.2K -24 -2%

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.