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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
JT
1001
Jump Trading
Illinois
-$284K -2,813 Closed
ZCM
1002
Zebra Capital Management
Connecticut
-$279K -2,766 Closed
HTC
1003
Haverford Trust Company
Pennsylvania
-$279K -2,761 Closed
LNC
1004
Lincoln National Corp
Pennsylvania
-$273K -2,703 Closed
SMFS
1005
Squar Milner Financial Services
California
-$269K -2,661 Closed
FHB
1006
First Hawaiian Bank
Hawaii
-$267K -2,636 Closed
PGIM
1007
Pacific Global Investment Management
California
-$255K -2,526 Closed
CGL
1008
Clarius Group LLC
Washington
-$251K -2,486 Closed
SW
1009
SlateStone Wealth
Florida
-$244K -2,415 Closed
PP
1010
Prudential plc
United Kingdom
-$243K -2,403 Closed
I
1011
IberiaBank
Louisiana
-$236K -2,341 Closed
PL
1012
Plancorp LLC
Missouri
-$230K -2,280 Closed
P
1013
Pitcairn
Pennsylvania
-$227K -2,249 Closed
EFS
1014
Essex Financial Services
Connecticut
-$227K -2,243 Closed
WI
1015
Wintrust Investments
Illinois
-$225K -2,223 Closed
EMG
1016
Ellington Management Group
Connecticut
-$222K -2,200 Closed
LBC
1017
Lowe Brockenbrough & Co
Virginia
-$222K -2,200 Closed
SFA
1018
Sequoia Financial Advisors
Ohio
-$219K -2,166 Closed
HCA
1019
Harbour Capital Advisors
Virginia
-$218K -2,163 Closed
CA
1020
Clearstead Advisors
Ohio
-$212K -2,100 Closed
BPWA
1021
Beacon Pointe Wealth Advisors
California
-$209K -2,080 Closed
FC
1022
Financial Consulate
Maryland
-$208K -2,060 Closed
Fisher Asset Management
1023
Fisher Asset Management
Washington
-$206K -2,041 Closed
FVWA
1024
Foster Victor Wealth Advisors
South Carolina
-$207K -2,031 Closed
DMC
1025
Drexel Morgan & Co
Pennsylvania
-$202K -2,000 Closed

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.