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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
Marshall Wace
201
Marshall Wace
United Kingdom
$7.57M -$159K -1,734 -2%
Nomura Asset Management
202
Nomura Asset Management
Japan
$7.53M -$181K -1,976 -2%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$7.52M -$167K -1,815 -2%
RC
204
RegentAtlantic Capital
New Jersey
$7.51M -$1.07M -11,657 -13%
AIM
205
Achmea Investment Management
Netherlands
$7.43M -$59.3K -646 -0.8%
NFC
206
Northeast Financial Consultants
Connecticut
$7.39M
Natixis Advisors
207
Natixis Advisors
Massachusetts
$7.36M +$1.8M +19,591 +33%
FBP
208
Flippin Bruce & Porter
Virginia
$7.35M +$258K +2,808 +4%
PSP
209
Principal Street Partners
Tennessee
$7.35M +$299K +3,251 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
210
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.32M +$7.17M +78,126 New
URS
211
Utah Retirement Systems
Utah
$7.25M +$36.7K +400 +0.5%
BOTW
212
Bank of the West
California
$7.14M +$124K +1,345 +2%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$6.87M +$5.78M +62,923 +609%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.77M -$2.57M -27,989 -28%
DnB Asset Management
215
DnB Asset Management
Norway
$6.75M -$1.91M -20,770 -22%
VV
216
Verity & Verity
South Carolina
$6.73M -$28.5K -310 -0.4%
Mitsubishi UFJ Asset Management
217
Mitsubishi UFJ Asset Management
Japan
$6.73M +$843K +9,179 +15%
TPSF
218
Texas Permanent School Fund
Texas
$6.67M -$344K -3,749 -5%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$6.64M -$393K -4,284 -6%
SBIA
220
Sheaff Brock Investment Advisors
Indiana
$6.6M +$178K +1,934 +3%
ARTA
221
A.R.T. Advisors
New York
$6.58M -$4.8M -52,300 -43%
CB
222
Cadence Bank
Mississippi
$6.44M +$81.3K +885 +1%
LK
223
Lumbard & Kellner
New Hampshire
$6.42M -$7.44K -81 -0.1%
PAM
224
Panagora Asset Management
Massachusetts
$6.38M -$150K -1,638 -2%
MLM
225
Mount Lucas Management
Pennsylvania
$6.37M -$1.96M -21,392 -24%

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.