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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
WAP
826
Wealthcare Advisory Partners
Pennsylvania
$93K +$2.66K +29 +3%
TCOV
827
Trust Company of Vermont
Vermont
$90K -$11.5K -125 -12%
TWA
828
TCI Wealth Advisors
Arizona
$87K +$21.5K +234 +34%
MCM
829
MV Capital Management
Maryland
$86K
AIM
830
Arcadia Investment Management
Michigan
$85K
FHA
831
Flagship Harbor Advisors
Massachusetts
$85K +$643 +7 +0.8%
CIA
832
CSat Investment Advisory
Michigan
$85K +$13.3K +145 +19%
EW
833
Evoke Wealth
California
$84.6K +$643 +7 +0.8%
SBL
834
Sargent Bickham Lagudis
Colorado
$82K +$8.08K +88 +11%
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$80K
AA
836
Advisory Alpha
Michigan
$79.3K +$37.8K +412 +97%
PI
837
PineBridge Investments
New York
$78K -$3.95K -43 -5%
RMC
838
Resources Management Corp
Connecticut
$77K
PA
839
PSI Advisors
Florida
$76K +$75.1K +818 New
FFC
840
First Financial Corp
Indiana
$75K
MCM
841
McMillion Capital Management
North Carolina
$75K
BFC
842
Bedel Financial Consulting
Indiana
$74K +$2.2K +24 +3%
GWS
843
Glassman Wealth Services
Virginia
$73K +$1.47K +16 +2%
HPC
844
HM Payson & Co
Maine
$72K -$33K -359 -32%
VCM
845
Vigilant Capital Management
Maine
$72K -$14K -153 -17%
ONST
846
Old North State Trust
North Carolina
$70K -$3.21K -35 -4%
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$459 +5 +0.7%
RA
848
Rational Advisors
New York
$70K +$64K +697 +1,315%
JPLA
849
Joseph P. Lucia & Associates
New York
$69K +$58.1K +633 +603%
Pacer Advisors
850
Pacer Advisors
Pennsylvania
$66K -$3.96M -43,148 -98%

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.