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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
XK
201
Xact Kapitalforvaltning
Sweden
$8.07M +$317K +3,503 +4%
MLM
202
Mount Lucas Management
Pennsylvania
$8.03M +$8.09M +89,310 New
DILIC
203
Dai-ichi Life Insurance Company
Japan
$7.94M -$2.25M -24,793 -22%
UR
204
USCA RIA
Texas
$7.91M -$71K -783 -0.9%
BTS
205
BB&T Securities
Virginia
$7.88M +$106K +1,172 +1%
Impax Asset Management Group
206
Impax Asset Management Group
United Kingdom
$7.85M -$3.06M -33,800 -28%
MAM
207
Meeder Asset Management
Ohio
$7.69M +$6.69M +73,852 +636%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$7.55M -$86K -949 -1%
BC
209
Burney Company
Virginia
$7.45M +$1.17M +12,958 +19%
Marshall Wace
210
Marshall Wace
United Kingdom
$7.42M +$7.48M +82,487 New
Nomura Asset Management
211
Nomura Asset Management
Japan
$7.4M +$228K +2,516 +3%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$7.38M +$25.8K +285 +0.3%
APG Asset Management
213
APG Asset Management
Netherlands
$7.32M -$3.36M -37,092 -29%
AIM
214
Achmea Investment Management
Netherlands
$7.19M -$1,000K -11,029 -12%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$7.11M +$134K +1,480 +2%
NFC
216
Northeast Financial Consultants
Connecticut
$7.09M +$6.8M +75,000 +1,952%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.02M +$2.27M +25,029 +47%
NEI
218
Northwest & Ethical Investments
Ontario, Canada
$6.99M +$1.06M +11,655 +18%
URS
219
Utah Retirement Systems
Utah
$6.93M -$9.06K -100 -0.1%
HighTower Advisors
220
HighTower Advisors
Illinois
$6.88M +$130K +1,437 +2%
IMPI
221
Ilmarinen Mutual Pension Insurance
Finland
$6.87M +$6.92M +76,393 New
FBP
222
Flippin Bruce & Porter
Virginia
$6.8M -$143K -1,574 -2%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$6.76M -$29.4K -324 -0.4%
PSP
224
Principal Street Partners
Tennessee
$6.76M +$4.95M +54,596 +266%
TPSF
225
Texas Permanent School Fund
Texas
$6.74M -$309K -3,415 -4%

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.