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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
KPW
901
Kore Private Wealth
New York
$32K +$30.9K +337 New
PCFFS
902
Pacific Center for Financial Services
California
$31K
TAIM
903
TD Ameritrade Investment Management
Nebraska
$31K +$20.9K +228 +213%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
TL
905
TrueWealth LLC
Georgia
$27K -$55.5K -604 -68%
CBT
906
Capital Bank & Trust
California
$27K -$8.17K -89 -24%
GAM
907
Gemmer Asset Management
California
$27K -$275 -3 -1%
APWM
908
Atlas Private Wealth Management
New York
$26K +$25.9K +282 New
TFGT
909
TS Financial Group (TSFG)
Illinois
$25K
TFO
910
Tarbox Family Office
California
$24K -$1.65K -18 -7%
TIM
911
Tortoise Investment Management
New York
$24K -$459 -5 -2%
SSB
912
Sandy Spring Bank
Maryland
$24K
VEA
913
Virtus ETF Advisers
New York
$24K
WB
914
Webster Bank
Connecticut
$24K
CHA
915
Carmichael Hill & Associates
Maryland
$24K +$23.1K +252 New
TCWM
916
Total Clarity Wealth Management
Illinois
$24K +$23.1K +252 New
BCWM
917
Bartlett & Co Wealth Management
Ohio
$23.6K
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$272K -2,965 -92%
FPS
919
Fieldpoint Private Securities
Connecticut
$23K -$34.9K -380 -60%
KPCM
920
Kings Point Capital Management
New York
$23K -$18.4K -200 -44%
MAM
921
Marquette Asset Management
Minnesota
$23K -$9.18K -100 -29%
MF
922
Manchester Financial
California
$23K +$22.1K +241 New
AWM
923
Atticus Wealth Management
Florida
$23K +$23K +250 New
HDIM
924
Hanson & Doremus Investment Management
Vermont
$22K
PK
925
Pflug Koory
Nebraska
$22K

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.