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Prudential Financial

1,001 hedge funds and large institutions have $24.4B invested in Prudential Financial in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 393 increasing their positions, 340 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

16% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 340

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $21.6B → $24.4B (+$2.73B)

3% more funds holding

Funds holding: 9741,001 (+27)

0.14% less ownership

Funds ownership: 64.98%64.84% (-0.14%)

42% less call options, than puts

Call options by funds: $168M | Put options by funds: $291M

Holders
1,001
Holders Change
+27
Holders Change %
+2.77%
% of All Funds
21.67%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.32%
New
103
Increased
393
Reduced
340
Closed
66
Calls
$168M
Puts
$291M
Net Calls
-$123M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.97B +$28.2M +306,129 +1%
BlackRock
2
BlackRock
New York
$2.72B +$167M +1,810,818 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.9B -$24.5M -265,216 -1%
State Street
4
State Street
Massachusetts
$1.74B +$37.5M +406,321 +2%
Norges Bank
5
Norges Bank
Norway
$737M +$24.4M +264,480 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$716M +$64.7M +702,084 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$507M +$36.6M +397,157 +8%
Northern Trust
8
Northern Trust
Illinois
$473M -$447K -4,846 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$457M +$75.7M +820,603 +20%
LSV Asset Management
10
LSV Asset Management
Illinois
$326M -$396K -4,300 -0.1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$306M +$57.3M +621,809 +23%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$299M -$3.48M -37,761 -1%
Charles Schwab
13
Charles Schwab
California
$284M +$11.9M +129,130 +4%
Morgan Stanley
14
Morgan Stanley
New York
$282M +$7.56M +81,996 +3%
Deutsche Bank
15
Deutsche Bank
Germany
$261M +$38.3M +415,829 +17%
Legal & General Group
16
Legal & General Group
United Kingdom
$244M +$43.6M +472,920 +22%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$240M +$3.51M +38,059 +1%
NLI
18
Nippon Life Insurance
Japan
$235M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$231M +$48.3M +523,395 +26%
AAMU
20
Amundi Asset Management US
Massachusetts
$229M +$12.1M +131,406 +6%
Goldman Sachs
21
Goldman Sachs
New York
$228M -$29.2M -316,183 -11%
UBS AM
22
UBS AM
Illinois
$218M +$17.2M +186,866 +9%
Bank of America
23
Bank of America
North Carolina
$212M +$36.6M +396,669 +21%
Invesco
24
Invesco
Georgia
$204M +$16.8M +182,072 +9%
TCIM
25
TIAA CREF Investment Management
New York
$187M -$129M -1,403,129 -41%

PRU Hedge Fund Activity: Q1 2019 in Review

1,001 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2019, worth a combined $24.4B — up 13% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PRU positions and 66 closed out — a net gain of 37 holders — while 393 added to existing stakes and 340 trimmed.

The largest buyer was BlackRock, adding an estimated $167M. The largest seller was Massachusetts Financial Services, cutting an estimated $185M.

  • 1,001 institutional investors held Prudential Financial (PRU) as of Q1 2019, up from 974 in Q4 2018.
  • Funds reported $24.4B of Prudential Financial stock for Q1 2019, up 13% quarter-over-quarter.
  • 103 funds opened new Prudential Financial positions in Q1 2019 and 66 closed out, a net change of +37 holders.
  • The largest Prudential Financial buyer in Q1 2019 was BlackRock, an estimated $167M added.
  • The largest Prudential Financial seller in Q1 2019 was Massachusetts Financial Services, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2019.