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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
AIM
801
Arcadia Investment Management
Michigan
$73K +$2.38K +33 +4%
MCM
802
MV Capital Management
Maryland
$72K
MF
803
Manchester Financial
California
$70K -$2.82K -39 -4%
EFSCE
804
Enterprise Financial Services Corp (EFSC)
Missouri
$69K -$170K -2,355 -73%
PCM
805
Penserra Capital Management
California
$65K -$66.5K -921 -52%
GEA
806
Glen Eagle Advisors
New Jersey
$63.2K -$3.32K -46 -5%
LTI
807
Laffer Tengler Investments
Tennessee
$62.7K +$58.5K +809 New
BCA
808
Berman Capital Advisors
Georgia
$61K -$361 -5 -0.6%
BFC
809
Bedel Financial Consulting
Indiana
$61K +$7.23K +100 +15%
Loomis, Sayles & Company
810
Loomis, Sayles & Company
Massachusetts
$61K +$14.7K +203 +35%
TC
811
Truvestments Capital
Florida
$61K +$54K +747 +2,264%
NIM
812
NuWave Investment Management
New Jersey
$61K +$55.1K +762 +4,011%
CFA
813
Carroll Financial Associates
North Carolina
$60K -$18.9K -262 -25%
HWA
814
HHM Wealth Advisors
Tennessee
$59K +$1.45K +20 +3%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$58K +$3.69K +51 +7%
EW
816
Evoke Wealth
California
$57K -$35.3K -489 -40%
GLLW
817
Graves Light Lenhart Wealth
Virginia
$56K +$51.7K +716 New
TC
818
Tacita Capital
Ontario, Canada
$56K +$52K +720 New
SAI
819
Systematic Alpha Investments
New Jersey
$55K +$51.1K +707 New
WT
820
Washington Trust
Rhode Island
$53K -$6.94K -96 -12%
CI
821
CX Institutional
Indiana
$53K +$14.6K +202 +43%
PCG
822
Private Capital Group
Connecticut
$52K -$19.2K -266 -28%
HFA
823
Hoover Financial Advisors
Pennsylvania
$52K +$44.7K +619 New
MA
824
Montag & Associates
Georgia
$52K +$47.9K +663 New
AF
825
Arrow Financial
New York
$50K

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.