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Prudential Financial

903 hedge funds and large institutions have $14.2B invested in Prudential Financial in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.55B)

1% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 96

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

1% less funds holding

Funds holding: 913903 (-10)

2.59% less ownership

Funds ownership: 61.79%59.19% (-2.6%)

15% less call options, than puts

Call options by funds: $225M | Put options by funds: $266M

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
18.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
97
Increased
321
Reduced
345
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
851
Westside Investment Management
California
$6.31K -$171K -2,911 -44%
TL
852
TrueWealth LLC
Georgia
$6K -$5.52K -94 -48%
WEC
853
Winslow Evans & Crocker
Massachusetts
$6K -$5.11K -87 -45%
CWA
854
Carolina Wealth Advisors
South Carolina
$6K
EWP
855
Engrave Wealth Partners
Texas
$6K
HDIM
856
Hanson & Doremus Investment Management
Vermont
$6K
JWM
857
Janiczek Wealth Management
Colorado
$6K
JFA
858
JNBA Financial Advisors
Minnesota
$6K
TAIM
859
TD Ameritrade Investment Management
Nebraska
$6K +$294 +5 +5%
PCC
860
Park Circle Company
Maryland
$6K +$5.87K +100 New
PK
861
Pflug Koory
Nebraska
$5K -$8.81K -150 -65%
AP
862
Atwood & Palmer
Missouri
$5K
LFG
863
Larson Financial Group
Missouri
$5K
LWA
864
Lowe Wealth Advisors
Maryland
$5K
PGAM
865
Princeton Global Asset Management
New Jersey
$5K
RBC
866
Roble Belko & Company
Pennsylvania
$5K
VRM
867
Vectors Research Management
New York
$5K
CCA
868
Column Capital Advisors
Indiana
$4K -$8.22K -140 -68%
LWANC
869
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
RA
870
Rational Advisors
New York
$4K +$3.52K +60 New
DCM
871
Davis Capital Management
Florida
$4K +$3.7K +63 New
AIC
872
Archer Investment Corporation
Indiana
$3.04K -$30.5K -520 -91%
GI
873
GS Investments
Minnesota
$3.04K
CWM
874
Cranbrook Wealth Management
Michigan
$3K -$26K -443 -90%
BBHC
875
Brown Brothers Harriman & Co
New York
$3K -$235 -4 -8%

PRU Hedge Fund Activity: Q2 2020 in Review

903 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2020, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PRU positions and 96 closed out — a net gain of 1 holder — while 321 added to existing stakes and 345 trimmed.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was Bank of America, cutting an estimated $507M.

  • 903 institutional investors held Prudential Financial (PRU) as of Q2 2020, down from 913 in Q1 2020.
  • Funds reported $14.2B of Prudential Financial stock for Q2 2020, up 12% quarter-over-quarter.
  • 97 funds opened new Prudential Financial positions in Q2 2020 and 96 closed out, a net change of +1 holder.
  • The largest Prudential Financial buyer in Q2 2020 was BlackRock, an estimated $210M added.
  • The largest Prudential Financial seller in Q2 2020 was Bank of America, an estimated $507M sold.

Based on aggregated 13F filings for Q2 2020.