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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
FSA
1076
Fort Sheridan Advisors
Illinois
-$205K -2,280 Closed
CG
1077
Cutler Group
California
-$177K -1,930 Closed
GSWM
1078
Golden State Wealth Management
California
-$93K -1,036 Closed
OFS
1079
Orrstown Financial Services
Pennsylvania
-$80K -995 Closed
DP
1080
Denver PWM
Colorado
-$70.3K -790 Closed
WC
1081
Weil Company
California
-$47K -518 Closed
PCTC
1082
Perkins Coie Trust Company
Washington
-$43K -476 Closed
GWAG
1083
Garrett Wealth Advisory Group
Texas
-$33.8K -376 Closed
WCM
1084
Whitener Capital Management
North Carolina
-$30K -335 Closed
LWA
1085
Lenox Wealth Advisors
New York
-$30K -331 Closed
HS
1086
Horan Securities
United States
-$21K -229 Closed
QCIG
1087
Quad-Cities Investment Group
Iowa
-$19K -213 Closed
TA
1088
Thor Advisors
New York
-$17K -191 Closed
PO
1089
Private Ocean
California
-$16K -172 Closed
AGA
1090
Accuvest Global Advisors
Utah
-$12K -138 Closed
H
1091
Hexavest
Quebec, Canada
-$11K -124 Closed
SB
1092
Strategic Blueprint
Georgia
-$9K -104 Closed
MG
1093
MilWealth Group
Wisconsin
-$7.65K -85 Closed
EWA
1094
Evolution Wealth Advisors
Florida
-$7K -77 Closed
NCM
1095
Nelson Capital Management
California
-$7K -73 Closed
SMG
1096
Spectrum Management Group
Indiana
-$4K -43 Closed
CAM
1097
ClariVest Asset Management
California
-$3K -33 Closed
SWP
1098
Strategic Wealth Partners
Ohio
-$2 -28 Closed
OSNBOA
1099
Old Second National Bank of Aurora
Illinois
-$2K -23 Closed
LAS
1100
Lloyd Advisory Services
Georgia
+$367 +4 New

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.