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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
WPA
826
West Paces Advisors
Georgia
$45.5K
AF
827
Allworth Financial
California
$45K -$18.9K -209 -30%
MSFP
828
Mark Sheptoff Financial Planning
Connecticut
$45K
RWA
829
Ropes Wealth Advisors
Massachusetts
$45K
MRCM
830
M&R Capital Management
New Jersey
$44K -$9.06K -100 -17%
BAM
831
Barrett Asset Management
New York
$44K
AIM
832
Advantage Investment Management
Iowa
$43K -$35.3K -389 -45%
PCTC
833
Perkins Coie Trust Company
Washington
$43K
SIAS
834
Shine Investment Advisory Services
Colorado
$43K
HGWM
835
Harvest Group Wealth Management
Massachusetts
$43K +$4.08K +45 +10%
BWL
836
Bogart Wealth LLC
Virginia
$42K +$34.5K +381 +428%
HL
837
Harding Loevner
New Jersey
$41K
KPCM
838
Kings Point Capital Management
New York
$40K +$18.1K +200 +80%
First Manhattan
839
First Manhattan
New York
$37K -$20.1K -222 -34%
MA
840
MCF Advisors
Kentucky
$37K
AA
841
Advisory Alpha
Michigan
$36.4K +$38.3K +423 New
FCMT
842
Founders Capital Management (Texas)
Texas
$36K
HIM
843
Hillsdale Investment Management
Ontario, Canada
$36K
1IA
844
1834 Investment Advisors
Wisconsin
$36K +$36.3K +400 New
WEC
845
Winslow Evans & Crocker
Massachusetts
$34K -$3.26K -36 -9%
CBT
846
Capital Bank & Trust
California
$34K +$20.2K +223 +148%
GWAG
847
Garrett Wealth Advisory Group
Texas
$33.8K +$34.1K +376 New
LWM
848
Lenox Wealth Management
Ohio
$31K
PMFA
849
Plante Moran Financial Advisors
Michigan
$31K
MAM
850
Marquette Asset Management
Minnesota
$31K +$9.06K +100 +41%

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.