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Prudential Financial

1,001 hedge funds and large institutions have $24.4B invested in Prudential Financial in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 393 increasing their positions, 340 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

16% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 340

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.73B)

3% more funds holding

Funds holding: 9741,001 (+27)

0.14% less ownership

Funds ownership: 64.98%64.84% (-0.14%)

42% less call options, than puts

Call options by funds: $168M | Put options by funds: $291M

Holders
1,001
Holders Change
+27
Holders Change %
+2.77%
% of All Funds
21.67%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.32%
New
103
Increased
393
Reduced
340
Closed
66
Calls
$168M
Puts
$291M
Net Calls
-$123M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
851
Alpha Omega Wealth Management
Virginia
$46K -$23.1K -251 -33%
DSC
852
Duncker Streett & Co
Missouri
$46K
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$46K
RWA
854
Ropes Wealth Advisors
Massachusetts
$46K
TFA
855
Toth Financial Advisory
Virginia
$46K
BAM
856
Barrett Asset Management
New York
$45K -$18.4K -200 -29%
CCM
857
Cribstone Capital Management
Maine
$44K
PCTC
858
Perkins Coie Trust Company
Washington
$44K
SIAS
859
Shine Investment Advisory Services
Colorado
$44K
AIC
860
Ameritas Investment Company
Nebraska
$44K +$44.2K +479 New
HL
861
Harding Loevner
New Jersey
$42K
EFSCE
862
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$4.33K +47 +11%
RA
863
Rational Advisors
New York
$41K +$34.2K +371 +470%
CHP
864
Cable Hill Partners
Oregon
$40K
NWM
865
Northwest Wealth Management
Iowa
$40K
MCM
866
Manchester Capital Management
Vermont
$39K -$21.8K -236 -35%
HR
867
Howe & Rusling
New York
$39K -$1.57K -17 -4%
MA
868
MCF Advisors
Kentucky
$38K
WEC
869
Winslow Evans & Crocker
Massachusetts
$38K
ST
870
Somerset Trust
Pennsylvania
$38K +$28K +304 +276%
HIM
871
Hillsdale Investment Management
Ontario, Canada
$37K -$15.7K -170 -30%
FCMT
872
Founders Capital Management (Texas)
Texas
$37K
AA
873
Advisory Alpha
Michigan
$32.3K +$29.5K +320 New
PMFA
874
Plante Moran Financial Advisors
Michigan
$32K -$922 -10 -3%
LWM
875
Lenox Wealth Management
Ohio
$32K

PRU Hedge Fund Activity: Q1 2019 in Review

1,001 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2019, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PRU positions and 66 closed out — a net gain of 37 holders — while 393 added to existing stakes and 340 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was Massachusetts Financial Services, cutting an estimated $185M.

  • 1,001 institutional investors held Prudential Financial (PRU) as of Q1 2019, up from 974 in Q4 2018.
  • Funds reported $24.4B of Prudential Financial stock for Q1 2019, up 13% quarter-over-quarter.
  • 103 funds opened new Prudential Financial positions in Q1 2019 and 66 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q1 2019 was BlackRock, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2019 was Massachusetts Financial Services, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2019.