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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.92B -$20.6M -227,740 -0.7%
BlackRock
2
BlackRock
New York
$2.88B +$56M +618,102 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.83B -$19.3M -212,534 -1%
State Street
4
State Street
Massachusetts
$1.69B -$32.9M -362,914 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$843M +$147M +1,623,902 +21%
Norges Bank
6
Norges Bank
Norway
$571M -$88.5M -976,914 -13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$515M +$6.1M +67,270 +1%
Northern Trust
8
Northern Trust
Illinois
$464M -$1.71M -18,892 -0.4%
Ameriprise
9
Ameriprise
Minnesota
$441M -$17.2M -189,353 -4%
NLI
10
Nippon Life Insurance
Japan
$396M +$167M +1,841,995 +72%
LSV Asset Management
11
LSV Asset Management
Illinois
$306M -$10.1M -111,100 -3%
Charles Schwab
12
Charles Schwab
California
$294M +$6.74M +74,399 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$286M -$5.09M -56,126 -2%
Morgan Stanley
14
Morgan Stanley
New York
$280M -$11M -121,554 -4%
N
15
Nuveen
North Carolina
$279M -$15.4M -169,612 -5%
Invesco
16
Invesco
Georgia
$276M -$68.5M -755,649 -20%
Legal & General Group
17
Legal & General Group
United Kingdom
$239M -$3.78M -41,672 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$235M -$452K -4,990 -0.2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$234M +$150M +1,656,597 +175%
Goldman Sachs
20
Goldman Sachs
New York
$214M -$28.9M -318,965 -12%
Bank of America
21
Bank of America
North Carolina
$206M -$2.49M -27,507 -1%
UBS AM
22
UBS AM
Illinois
$199M +$7.89M +87,044 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$183M -$59.6M -657,273 -24%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$171M +$6.58M +72,576 +4%
Deutsche Bank
25
Deutsche Bank
Germany
$160M -$40.4M -445,379 -20%

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.