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Prudential Financial

1,049 hedge funds and large institutions have $20B invested in Prudential Financial in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 421 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

32% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 319

13% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.23B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 1,0051,049 (+44)

8% more call options, than puts

Call options by funds: $431M | Put options by funds: $401M

0.03% less ownership

Funds ownership: 55.72%55.7% (-0.03%)

Holders
1,049
Holders Change
+44
Holders Change %
+4.38%
% of All Funds
18.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
125
Increased
421
Reduced
319
Closed
71
Calls
$431M
Puts
$401M
Net Calls
+$30.5M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
301
First National Trust
Pennsylvania
$3.16M -$99K -1,157 -3%
CBTWT
302
Community Bank & Trust (Waco, Texas)
Texas
$3.11M +$64.1K +749 +2%
PFM
303
Parsec Financial Management
North Carolina
$3.07M -$1.33M -15,545 -32%
CC
304
Courier Capital
New York
$3.07M -$30.7K -359 -1%
SAM
305
Securian Asset Management
Minnesota
$3.06M -$93.2K -1,089 -3%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$3.06M +$19.8K +231 +0.7%
AP
307
Advisor Partners
California
$3.04M -$139K -1,625 -5%
APF
308
Alaska Permanent Fund
Alaska
$3.02M
BKA
309
Brick & Kyle Associates
Pennsylvania
$2.99M +$6.33K +74 +0.2%
CGH
310
Crossmark Global Holdings
Texas
$2.98M -$166K -1,940 -6%
OIM
311
Orca Investment Management
Oregon
$2.93M -$22.1K -258 -0.8%
AWM
312
Avitas Wealth Management
California
$2.88M +$33.1K +387 +1%
IA
313
Icon Advisers
Colorado
$2.87M
PA
314
Pinnacle Associates
New York
$2.86M -$82.9K -968 -3%
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$2.8M -$171K -2,000 -6%
William Blair & Company
316
William Blair & Company
Illinois
$2.77M +$89.7K +1,048 +4%
BC
317
Burney Company
Virginia
$2.77M -$287K -3,348 -10%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$2.76M +$2.05M +23,922 +374%
CIC
319
Cornercap Investment Counsel
Georgia
$2.76M -$705K -8,239 -21%
MSE
320
MUFG Securities EMEA
United Kingdom
$2.7M -$11.9M -138,900 -82%
TAF
321
Tredje AP-fonden
Sweden
$2.67M
MA
322
MUFG Americas
New York
$2.67M +$49K +572 +2%
BC
323
Brookfield Corp
Ontario, Canada
$2.66M +$2.5M +29,168 New
EMPI
324
Elo Mutual Pension Insurance
Finland
$2.6M +$41.6K +486 +2%
EI
325
Ethic Inc
New York
$2.56M +$865K +10,110 +56%

PRU Hedge Fund Activity: Q1 2021 in Review

1,049 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2021, worth a combined $20B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PRU positions and 71 closed out — a net gain of 54 holders — while 421 added to existing stakes and 319 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was BlackRock, cutting an estimated $63.3M.

  • 1,049 institutional investors held Prudential Financial (PRU) as of Q1 2021, up from 1,005 in Q4 2020.
  • Funds reported $20B of Prudential Financial stock for Q1 2021, up 13% quarter-over-quarter.
  • 125 funds opened new Prudential Financial positions in Q1 2021 and 71 closed out, a net change of +54 holders.
  • The largest Prudential Financial buyer in Q1 2021 was JP Morgan Chase, an estimated $189M added.
  • The largest Prudential Financial seller in Q1 2021 was BlackRock, an estimated $63.3M sold.

Based on aggregated 13F filings for Q1 2021.