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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
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$26.4M +$667K +7,261 +3%
RJA
102
Raymond James & Associates
Florida
$26.2M +$1.4M +15,206 +6%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$25.2M +$1.23M +13,345 +5%
Asset Management One
104
Asset Management One
Japan
$24M +$555K +6,047 +2%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$23.3M -$367K -3,997 -2%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.2M +$379K +4,127 +2%
VLKIM
107
Van Lanschot Kempen Investment Management
Netherlands
$23.2M -$1.27M -13,876 -5%
RFC
108
Regions Financial Corp
Alabama
$22.5M -$1.64M -17,914 -7%
Aberdeen Group
109
Aberdeen Group
United Kingdom
$21.7M -$1.65M -17,991 -7%
Macquarie Group
110
Macquarie Group
Australia
$21.5M +$130K +1,413 +0.6%
GC
111
Guggenheim Capital
Illinois
$21.1M +$2.01M +21,865 +11%
US Bancorp
112
US Bancorp
Minnesota
$20.9M -$968K -10,543 -5%
ACI
113
AMP Capital Investors
Australia
$20.3M -$1.49M -16,241 -7%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$20.3M -$450K -4,900 -2%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$19.5M +$1.75M +19,091 +10%
VRS
116
Virginia Retirement Systems
Virginia
$19.4M -$119K -1,300 -0.6%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$18.9M -$942K -10,255 -5%
RCM
118
Redwood Capital Management
New York
$18.7M
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$18.7M -$2.13M -23,192 -10%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$18.7M +$9.55M +104,047 +109%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$18.4M -$24.1M -262,570 -57%
M&T Bank
122
M&T Bank
New York
$17.8M +$1.03M +11,253 +6%
AFG
123
American Financial Group
Ohio
$17.7M
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$17.7M -$2.22M -24,164 -11%
SCP
125
Seizert Capital Partners
Michigan
$17.6M +$16.4K +179 +0.1%

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.