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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
GIM
176
Goelzer Investment Management
Indiana
$9.12M +$66.2K +721 +0.7%
SOMRS
177
State of Michigan Retirement System
Michigan
$9.12M +$55.1K +600 +0.6%
AL
178
AJO LP
Pennsylvania
$8.99M -$28.9M -314,764 -77%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$8.89M +$155K +1,687 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
180
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.87M -$826K -9,000 -9%
Comerica Bank
181
Comerica Bank
Texas
$8.83M -$393K -4,276 -4%
SEI Investments
182
SEI Investments
Pennsylvania
$8.79M -$225K -2,451 -3%
JIM
183
Jupiter Investment Management
United Kingdom
$8.69M -$12M -130,494 -58%
XK
184
Xact Kapitalforvaltning
Sweden
$8.52M +$101K +1,100 +1%
WorldQuant Millennium Advisors
185
WorldQuant Millennium Advisors
New York
$8.43M -$559K -6,089 -6%
ASRS
186
Arizona State Retirement System
Arizona
$8.39M -$1.38M -14,976 -14%
CI Investments Inc
187
CI Investments Inc
Ontario, Canada
$8.39M -$935K -10,184 -10%
UR
188
USCA RIA
Texas
$8.19M -$51.1K -556 -0.6%
Impax Asset Management Group
189
Impax Asset Management Group
United Kingdom
$8.18M
PIA
190
Piedmont Investment Advisors
North Carolina
$8.18M +$7.44M +81,014 +1,294%
PCM
191
Palouse Capital Management
Washington
$8.06M -$646K -7,031 -8%
NEI
192
Northwest & Ethical Investments
Ontario, Canada
$7.85M +$556K +6,057 +8%
BC
193
Burney Company
Virginia
$7.85M +$82K +893 +1%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$7.81M +$387K +4,210 +5%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$7.79M -$83.5K -909 -1%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.71M +$386K +4,202 +5%
MSE
197
MUFG Securities EMEA
United Kingdom
$7.69M -$3.14M -34,203 -29%
PP
198
Palladium Partners
Virginia
$7.69M +$7.53M +81,993 New
SOADOR
199
State of Alaska Department of Revenue
Alaska
$7.65M -$2.25M -24,485 -23%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$7.64M -$97M -1,056,664 -93%

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.