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Prudential Financial
PRU

902 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, 320 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: 6 → 6 (0)

7% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 345

1% less funds holding

Funds holding: 912 → 902 (-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
902
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
18.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
97
Increased
320
Reduced
345
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$210M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$117M
3
Charles Schwab
Charles Schwab
California
+$71.6M
4
Morgan Stanley
Morgan Stanley
New York
+$44.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$40.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$507M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
3
Ameriprise
Ameriprise
Minnesota
-$73.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$69.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$65.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
876
Core Wealth Advisors (Florida)
Florida
$3K – – –
DI
877
Disciplined Investments
Oklahoma
$3K – – –
MRCM
878
M&R Capital Management
New Jersey
$3K – – –
SCA
879
Stuart Chaussee & Associates
California
$3K – – –
CAGAS
880
Capital Advisory Group Advisory Services
Minnesota
$3K +$2.82K +48 New
MLFP
881
MPS Loria Financial Planners
Illinois
$3K +$3.29K +56 New
FCH
882
Freestone Capital Holdings
Washington
$2.05K -$338K -5,754 -15%
APC
883
Aspire Private Capital
North Carolina
$2K -$4.34K -74 -72%
CFFP
884
Center for Financial Planning
Michigan
$2K – – –
HCM
885
Horrell Capital Management
Arkansas
$2K – – –
AAP
886
Arax Advisory Partners
Colorado
$2K +$587 +10 +50%
IF
887
Ironwood Financial
Arizona
$2K +$2.06K +35 New
CIA
888
Cascade Investment Advisors
Oregon
$1.95K – – –
APW
889
Acima Private Wealth
Virginia
$1K – – –
ARMC
890
American Research & Management Company
Massachusetts
$1K – – –
CTB
891
Country Trust Bank
Illinois
$1K – – –
FFW
892
Fusion Family Wealth
New York
$1K – – –
GWMIA
893
Global Wealth Management Investment Advisory
Florida
$1K – – –
SWM
894
Selective Wealth Management
Virginia
$1K – – –
SFA
895
Semmax Financial Advisors
North Carolina
$1K – – –
SQA
896
Simon Quick Advisors
New Jersey
$1K – – –
RG
897
Retirement Group
California
$1K +$587 +10 New
UFF
898
USA Financial Formulas
Michigan
$1K +$705 +12 New
FMP
899
Financial Management Professionals
Texas
$1K +$1.23K +21 New
TI
900
tru Independence
Oregon
$118 -$5.87K -100 -5%
34 35
36
37 38

PRU Hedge Fund Activity: Q2 2020 in Review

902 of the 4,877 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 320 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.

  • 902 institutional investors held Prudential Financial (PRU) as of Q2 2020, down from 912 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.