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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
WWM
926
Willingdon Wealth Management
North Carolina
$5K -$1.18K -13 -20%
ME
927
McIlrath & Eck
Washington
$5K
PW
928
Price Wealth
Texas
$5K
IAS
929
IMA Advisory Services
Colorado
$5K +$91 +1 +2%
GI
930
GS Investments
Minnesota
$4.5K
SMG
931
Spectrum Management Group
Indiana
$4K -$11.7K -129 -75%
GWMIA
932
Global Wealth Management Investment Advisory
Florida
$4K
GSC
933
G&S Capital
Colorado
$4K
BWM
934
Baystate Wealth Management
Massachusetts
$4K +$91 +1 +2%
FCH
935
Freestone Capital Holdings
Washington
$3.81K -$815K -8,990 -18%
CAM
936
ClariVest Asset Management
California
$3K
HCM
937
Horrell Capital Management
Arkansas
$3K
SL
938
Salomon & Ludwin
Virginia
$3K
1NWS
939
1 North Wealth Services
Maryland
$3K +$2.72K +30 New
ARMC
940
American Research & Management Company
Massachusetts
$2K
CTB
941
Country Trust Bank
Illinois
$2K
FFW
942
Fusion Family Wealth
New York
$2K
IRC
943
Investors Research Corp
Georgia
$2K
OSNBOA
944
Old Second National Bank of Aurora
Illinois
$2K
SQA
945
Simon Quick Advisors
New Jersey
$2K
SWM
946
Selective Wealth Management
Virginia
$2K +$2.17K +24 New
GT
947
Glenmede Trust
Pennsylvania
$1.98K -$2.7M -29,817 -58%
GEA
948
Glen Eagle Advisors
New Jersey
$1.44K
GFPC
949
Global Financial Private Capital
Florida
$1K -$3.08K -34 -81%
FEG
950
Financial Enhancement Group
Indiana
$1K

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.