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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
ST
851
Smithfield Trust
Pennsylvania
$66K
SIA
852
SeaBridge Investment Advisors
New Jersey
$65K
CCM
853
Covington Capital Management
California
$65K +$2.3K +25 +4%
PFBT
854
Parkside Financial Bank & Trust
Missouri
$64K +$2.75K +30 +5%
MCM
855
Manchester Capital Management
Vermont
$61K +$36.7K +400 +157%
TA
856
TFG Advisers
Michigan
$58K +$57.5K +626 New
TFA
857
Toth Financial Advisory
Virginia
$57K +$9.18K +100 +20%
MMG
858
Monetary Management Group
Missouri
$56K
JWA
859
JFS Wealth Advisors
Pennsylvania
$56K +$5.51K +60 +11%
CC
860
Centiva Capital
New York
$56K +$54.5K +594 New
WFMPM
861
Woodley Farra Manion Portfolio Management
Indiana
$55K +$53.9K +587 New
HR
862
Howe & Rusling
New York
$54K +$4.5K +49 +9%
SMFS
863
Squar Milner Financial Services
California
$53K +$52.6K +573 New
ZB
864
Zions Bancorporation
Utah
$52K -$918 -10 -2%
KTC
865
Kistler-Tiffany Companies
Pennsylvania
$50K
HGWM
866
Harvest Group Wealth Management
Massachusetts
$49K +$4.87K +53 +11%
KFS
867
Kelly Financial Services
Massachusetts
$48.1K +$275 +3 +0.6%
CHC
868
City Holding Co
West Virginia
$48K -$18.4K -200 -28%
CAC
869
Certified Advisory Corp
Florida
$48K +$459 +5 +1%
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$47K
RWA
871
Ropes Wealth Advisors
Massachusetts
$47K
SIAS
872
Shine Investment Advisory Services
Colorado
$45K
1832 Asset Management
873
1832 Asset Management
Ontario, Canada
$44K -$15.6M -169,875 -100%
BWL
874
Bogart Wealth LLC
Virginia
$44K
HL
875
Harding Loevner
New Jersey
$43K

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.