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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
SIC
876
Salem Investment Counselors
North Carolina
$43K +$15.8K +172 +60%
FWM
877
Filbrandt Wealth Management
Wisconsin
$43K +$42.3K +461 New
PMFA
878
Plante Moran Financial Advisors
Michigan
$40K +$7.25K +79 +23%
BAM
879
Bellevue Asset Management
Washington
$40K +$39K +425 New
First Manhattan
880
First Manhattan
New York
$39K
MA
881
MCF Advisors
Kentucky
$39K
IWP
882
IAG Wealth Partners
Wisconsin
$39K +$37.8K +412 New
EFSCE
883
Enterprise Financial Services Corp (EFSC)
Missouri
$38K -$10.9K -119 -23%
WEC
884
Winslow Evans & Crocker
Massachusetts
$38K
GRP
885
Global Retirement Partners
California
$38K +$7.16K +78 +24%
SL
886
Savior LLC
Massachusetts
$38K +$36.9K +402 New
FCMT
887
Founders Capital Management (Texas)
Texas
$37K
HIM
888
Hillsdale Investment Management
Ontario, Canada
$37K
CBT
889
Central Bank & Trust
Kentucky
$37K +$29.4K +320 +405%
LWM
890
Lenox Wealth Management
Ohio
$36K +$3.4K +37 +11%
BAM
891
Barrett Asset Management
New York
$35K -$11K -120 -25%
BCA
892
Berman Capital Advisors
Georgia
$35K +$3.49K +38 +11%
FWM
893
FSA Wealth Management
Massachusetts
$35K +$34.7K +378 New
FP
894
Financial Perspectives
Minnesota
$34.7K +$34K +370 New
ADL
895
Asset Dedication LLC
California
$33K +$7.07K +77 +28%
GFPC
896
Global Financial Private Capital
Florida
$33K +$31.7K +345 +4,313%
LB
897
Legacy Bridge
Iowa
$33K +$32.1K +350 New
EI
898
Ellevest Inc
New York
$33K +$32.8K +357 New
WPA
899
West Paces Advisors
Georgia
$33K -$14.1K -154 -30%
CAL
900
Capital Analysts LLC
Pennsylvania
$32K -$3.46M -37,697 -99%

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.