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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
PCFFS
851
Pacific Center for Financial Services
California
$30K
BCA
852
Berman Capital Advisors
Georgia
$30K +$725 +8 +2%
GRP
853
Global Retirement Partners
California
$30K +$6.34K +70 +27%
LWA
854
Lenox Wealth Advisors
New York
$30K +$30K +331 New
WCM
855
Whitener Capital Management
North Carolina
$30K +$30.4K +335 New
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
SIC
857
Salem Investment Counselors
North Carolina
$26K -$4.53K -50 -15%
GAM
858
Gemmer Asset Management
California
$26K +$725 +8 +3%
ADL
859
Asset Dedication LLC
California
$26K +$16.9K +186 +207%
TFO
860
Tarbox Family Office
California
$25K
TFGT
861
TS Financial Group (TSFG)
Illinois
$24K
MCM
862
Manchester Capital Management
Vermont
$23K -$15.8K -174 -41%
BC
863
Bartlett & Co
Ohio
$23K -$997 -11 -4%
SSB
864
Sandy Spring Bank
Maryland
$23K
VEA
865
Virtus ETF Advisers
New York
$23K
WB
866
Webster Bank
Connecticut
$23K
TIM
867
Tortoise Investment Management
New York
$23K +$6.25K +69 +36%
BCWM
868
Bartlett & Co Wealth Management
Ohio
$22.7K -$997 -11 -4%
TF
869
TimeScale Financial
Massachusetts
$22K
HDIM
870
Hanson & Doremus Investment Management
Vermont
$21K
HS
871
Horan Securities
United States
$21K
PK
872
Pflug Koory
Nebraska
$21K
NL
873
NVWM LLC
Pennsylvania
$20K -$95.6K -1,055 -82%
Fidelity International
874
Fidelity International
Bermuda
$20K -$272 -3 -1%
BWA
875
Burt Wealth Advisors
Maryland
$20K

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.