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Prudential Financial

955 hedge funds and large institutions have $23.1B invested in Prudential Financial in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 362 increasing their positions, 375 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 64.55%63.86% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 375

4% less funds holding

Funds holding: 995955 (-40)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

15% less capital invested

Capital invested by funds: $27.2B → $23.1B (-$4.12B)

31% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 102

33% less call options, than puts

Call options by funds: $245M | Put options by funds: $367M

Holders
955
Holders Change
-40
Holders Change %
-4.02%
% of All Funds
20.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
70
Increased
362
Reduced
375
Closed
102
Calls
$245M
Puts
$367M
Net Calls
-$122M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
THWM
901
Taylor Hoffman Wealth Management
Virginia
$10K
WAS
902
Winch Advisory Services
Wisconsin
$10K
FIB
903
First Interstate Bank
Montana
$9K -$28.6K -316 -77%
BL
904
Balentine LLC
Georgia
$9K -$2.54K -28 -22%
HCM
905
Highlander Capital Management
New Jersey
$9K
JPLA
906
Joseph P. Lucia & Associates
New York
$9K
WCM
907
Wealthcare Capital Management
Virginia
$9K
JFA
908
JNBA Financial Advisors
Minnesota
$9K +$3.9K +43 +69%
SB
909
Strategic Blueprint
Georgia
$9K +$9.43K +104 New
MFT
910
Moisand Fitzgerald Tamayo
Florida
$8K -$816 -9 -9%
FNBOSM
911
First National Bank of South Miami
Florida
$8K
LFG
912
Larson Financial Group
Missouri
$8K
RBC
913
Roble Belko & Company
Pennsylvania
$8K
AAP
914
Arax Advisory Partners
Colorado
$8K +$91 +1 +1%
PFSC
915
Peoples Financial Services Corp
Pennsylvania
$8K +$7.88K +87 New
MG
916
MilWealth Group
Wisconsin
$7.65K +$2.81K +31 +57%
CBT
917
Central Bank & Trust
Kentucky
$7K -$7.43K -82 -51%
AP
918
Atwood & Palmer
Missouri
$7K
LWA
919
Lowe Wealth Advisors
Maryland
$7K
EWA
920
Evolution Wealth Advisors
Florida
$7K +$272 +3 +4%
NCM
921
Nelson Capital Management
California
$7K +$6.62K +73 New
CFD
922
Creative Financial Designs
Indiana
$6K
NIM
923
NuWave Investment Management
New Jersey
$5K -$300K -3,308 -98%
RA
924
Rational Advisors
New York
$5K -$80.7K -890 -94%
NC
925
NewSquare Capital
Pennsylvania
$5K -$4.62K -51 -46%

PRU Hedge Fund Activity: Q3 2019 in Review

955 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2019, worth a combined $23.1B — down 15% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of PRU and 70 opened new positions — a net loss of 32 holders — while 375 trimmed existing stakes and 362 added.

The largest buyer was Nippon Life Insurance, adding an estimated $167M. The largest seller was T. Rowe Price Associates, cutting an estimated $126M.

  • 955 institutional investors held Prudential Financial (PRU) as of Q3 2019, down from 995 in Q2 2019.
  • Funds reported $23.1B of Prudential Financial stock for Q3 2019, down 15% quarter-over-quarter.
  • 70 funds opened new Prudential Financial positions in Q3 2019 and 102 closed out, a net change of -32 holders.
  • The largest Prudential Financial buyer in Q3 2019 was Nippon Life Insurance, an estimated $167M added.
  • The largest Prudential Financial seller in Q3 2019 was T. Rowe Price Associates, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2019.