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Prudential Financial

1,071 hedge funds and large institutions have $22.7B invested in Prudential Financial in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 433 increasing their positions, 340 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 81

27% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 340

13% more capital invested

Capital invested by funds: $20B → $22.7B (+$2.64B)

2% more funds holding

Funds holding: 1,0491,071 (+22)

0.56% more ownership

Funds ownership: 55.7%56.26% (+0.56%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

13% less call options, than puts

Call options by funds: $387M | Put options by funds: $445M

Holders
1,071
Holders Change
+22
Holders Change %
+2.1%
% of All Funds
18.64%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
109
Increased
433
Reduced
340
Closed
81
Calls
$387M
Puts
$445M
Net Calls
-$57.5M
Net Calls Change
-$88M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
251
Cerity Partners OCIO
New York
$4.53M +$250K +2,443 +6%
NAM
252
Nissay Asset Management
Japan
$4.38M +$134K +1,314 +3%
CAN
253
Cetera Advisor Networks
California
$4.36M +$1.59M +15,561 +58%
SAM
254
Shell Asset Management
Netherlands
$4.2M -$2.67M -26,160 -39%
HCM
255
Hengehold Capital Management
Ohio
$4.19M -$24.2K -237 -0.6%
VIA
256
Vident Investment Advisory
Georgia
$4.19M +$613K +6,002 +17%
NC
257
NewSquare Capital
Pennsylvania
$4.18M +$177K +1,730 +4%
UR
258
USCA RIA
Texas
$4.12M -$1.4M -13,661 -25%
NIP
259
Nicholas Investment Partners
California
$4.1M -$1.02M -10,000 -20%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$4.07M -$94.1K -921 -2%
Creative Planning
261
Creative Planning
Kansas
$4.06M +$448K +4,382 +12%
SCA
262
Stonebridge Capital Advisors
Minnesota
$4.05M +$2.17M +21,228 +103%
AAM
263
Advisors Asset Management
Colorado
$4.03M +$87.7K +859 +2%
CGH
264
Crossmark Global Holdings
Texas
$3.96M +$607K +5,942 +18%
Squarepoint
265
Squarepoint
New York
$3.92M -$48.4M -473,557 -93%
EI
266
Ethic Inc
New York
$3.91M +$1.03M +10,087 +36%
DIA
267
Dean Investment Associates
Ohio
$3.73M +$73.4K +719 +2%
CSPAM
268
Cary Street Partners Asset Management
Virginia
$3.72M -$2.68M -26,248 -42%
PSUF
269
People's United Financial
Connecticut
$3.72M -$120K -1,171 -3%
UA
270
Unison Advisors
District of Columbia
$3.7M +$43.5K +426 +1%
VMPIC
271
Varma Mutual Pension Insurance Co
Finland
$3.64M
VWM
272
Valley Wealth Managers
New Jersey
$3.61M -$10.5K -103 -0.3%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$3.61M +$11.2K +110 +0.3%
WC
274
Winmill & Co
New York
$3.59M
CWG
275
Cornerstone Wealth Group
North Carolina
$3.58M -$18.5K -181 -0.5%

PRU Hedge Fund Activity: Q2 2021 in Review

1,071 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2021, worth a combined $22.7B — up 13% from $20B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PRU positions and 81 closed out — a net gain of 28 holders — while 433 added to existing stakes and 340 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Arrowstreet Capital, cutting an estimated $89.6M.

  • 1,071 institutional investors held Prudential Financial (PRU) as of Q2 2021, up from 1,049 in Q1 2021.
  • Funds reported $22.7B of Prudential Financial stock for Q2 2021, up 13% quarter-over-quarter.
  • 109 funds opened new Prudential Financial positions in Q2 2021 and 81 closed out, a net change of +28 holders.
  • The largest Prudential Financial buyer in Q2 2021 was Royal Bank of Canada, an estimated $214M added.
  • The largest Prudential Financial seller in Q2 2021 was Arrowstreet Capital, an estimated $89.6M sold.

Based on aggregated 13F filings for Q2 2021.