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Prudential Financial

1,001 hedge funds and large institutions have $24.4B invested in Prudential Financial in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 393 increasing their positions, 340 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

16% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 340

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.73B)

3% more funds holding

Funds holding: 9741,001 (+27)

0.14% less ownership

Funds ownership: 64.98%64.84% (-0.14%)

42% less call options, than puts

Call options by funds: $168M | Put options by funds: $291M

Holders
1,001
Holders Change
+27
Holders Change %
+2.77%
% of All Funds
21.67%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.32%
New
103
Increased
393
Reduced
340
Closed
66
Calls
$168M
Puts
$291M
Net Calls
-$123M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
901
Central Bank & Trust
Kentucky
$20K
EARNEST Partners
902
EARNEST Partners
Georgia
$20K
Fidelity International
903
Fidelity International
Bermuda
$20K
SHIM
904
Stone House Investment Management
Pennsylvania
$20K +$19.7K +214 New
MWC
905
MKD Wealth Coaches
Michigan
$19K
PB
906
Pinnacle Bancorp
Nebraska
$19K
SGAM
907
Smith Group Asset Management
Texas
$19K
DWM
908
Destination Wealth Management
California
$19K +$9.77K +106 +106%
NL
909
NVWM LLC
Pennsylvania
$19K +$15.6K +169 +457%
WAS
910
WESPAC Advisors SoCal
California
$18K
DOA
911
D'Orazio & Associates
Virginia
$18K +$2.12K +23 +13%
TIM
912
Tortoise Investment Management
New York
$18K +$8.39K +91 +91%
BWP
913
Baldwin Wealth Partners
Massachusetts
$17K -$24.9K -270 -59%
AP
914
Arlington Partners
Alabama
$17K -$13.6K -147 -44%
SIS
915
Sound Income Strategies
Florida
$17K
RWG
916
Regal Wealth Group
California
$17K +$92 +1 +0.5%
AIA
917
Alera Investment Advisors
Illinois
$17K +$7.93K +86 +86%
LPWM
918
Lake Point Wealth Management
Texas
$16K -$245K -2,661 -94%
SMG
919
Spectrum Management Group
Indiana
$16K
SCA
920
Stuart Chaussee & Associates
California
$16K
OIA
921
Optimum Investment Advisors
Illinois
$16K +$184 +2 +1%
GWS
922
Glassman Wealth Services
Virginia
$16K +$13.5K +146 +442%
LHC
923
Little House Capital
Massachusetts
$15K +$15.6K +169 New
CBT
924
Capital Bank & Trust
California
$14K
QAM
925
QCI Asset Management
New York
$14K

PRU Hedge Fund Activity: Q1 2019 in Review

1,001 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2019, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PRU positions and 66 closed out — a net gain of 37 holders — while 393 added to existing stakes and 340 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was Massachusetts Financial Services, cutting an estimated $185M.

  • 1,001 institutional investors held Prudential Financial (PRU) as of Q1 2019, up from 974 in Q4 2018.
  • Funds reported $24.4B of Prudential Financial stock for Q1 2019, up 13% quarter-over-quarter.
  • 103 funds opened new Prudential Financial positions in Q1 2019 and 66 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q1 2019 was BlackRock, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2019 was Massachusetts Financial Services, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2019.