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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
RAM
951
Riggs Asset Management
Pennsylvania
$15K +$2.3K +25 +18%
LPWM
952
Lake Point Wealth Management
Texas
$15K +$14.5K +158 New
BC
953
Barnett & Company
Tennessee
$14K +$13.5K +147 New
RWB
954
RMR Wealth Builders
New Jersey
$14K +$13.8K +150 New
SNT
955
Security National Trust
West Virginia
$14K +$13.8K +150 New
GDP
956
Great Diamond Partners
Maine
$14K +$14.6K +159 New
WCM
957
Wealthcare Capital Management
Virginia
$13K +$3.77K +41 +41%
LFG
958
Larson Financial Group
Missouri
$13K +$4.22K +46 +52%
SC
959
Steph & Co
Wisconsin
$13K +$13.2K +144 New
PB
960
Pinnacle Bancorp
Nebraska
$12K -$7.8K -85 -41%
FCB
961
First Command Bank
Texas
$12K
FCFS
962
First Command Financial Services
Texas
$12K
QAM
963
QCI Asset Management
New York
$12K
CFD
964
Creative Financial Designs
Indiana
$12K +$5.23K +57 +81%
LFA
965
Lighthouse Financial Advisors
Maryland
$12K +$12.6K +137 New
FRA
966
Front Row Advisors
California
$11K
LFG
967
LifePlan Financial Group
Ohio
$11K
WCG
968
Weaver Consulting Group
California
$11K
DTIM
969
Danda Trouve Investment Management
Kansas
$11K +$11.1K +121 New
HWM
970
HighMark Wealth Management
Minnesota
$11K +$11.2K +122 New
TFS
971
TrustCore Financial Services
Tennessee
$10K -$4.59K -50 -32%
JFA
972
JNBA Financial Advisors
Minnesota
$10K
THWM
973
Taylor Hoffman Wealth Management
Virginia
$10K
AAP
974
Arax Advisory Partners
Colorado
$10K +$1.93K +21 +25%
1IA
975
1834 Investment Advisors
Wisconsin
$9K -$27.5K -300 -75%

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.