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Prudential Financial

1,093 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

14% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,0711,093 (+22)

0% more capital invested

Capital invested by funds: $22.7B → $22.8B (+$82.7M)

0.18% less ownership

Funds ownership: 56.26%56.08% (-0.18%)

2% less call options, than puts

Call options by funds: $439M | Put options by funds: $448M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,093
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
422
Reduced
369
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oppenheimer & Co
New York
$2.54M +$433K +4,197 +21%
LSERS
327
Louisiana State Employees Retirement System
Louisiana
$2.54M -$51.5K -500 -2%
SWA
328
Stratos Wealth Advisors
Ohio
$2.54M +$129K +1,252 +5%
SS
329
Sunbelt Securities
Texas
$2.52M
JMPWA
330
JP Morgan Private Wealth Advisors
California
$2.48M +$219K +2,123 +10%
EI
331
EDMP Inc
Florida
$2.48M +$171K +1,662 +8%
APF
332
Alaska Permanent Fund
Alaska
$2.47M
ECM
333
Everence Capital Management
Indiana
$2.46M
SLAM
334
Swiss Life Asset Management
$2.41M -$1.58M -15,329 -40%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$2.39M -$124K -1,207 -5%
MWM
336
Marietta Wealth Management
Georgia
$2.39M +$104K +1,005 +5%
KRS
337
Kentucky Retirement Systems
Kentucky
$2.38M -$35.2K -342 -1%
CT
338
Chicago Trust
Illinois
$2.37M +$14.8K +144 +0.6%
RIM
339
Redwood Investment Management
Arizona
$2.36M +$1.1M +10,633 +90%
SWM
340
SeaCrest Wealth Management
New York
$2.33M +$20K +194 +0.9%
BBVA
341
Banco Bilbao Vizcaya Argentaria
Spain
$2.32M +$1.17M +11,383 +107%
TIP
342
Torray Investment Partners
Maryland
$2.31M +$5.67K +55 +0.3%
ASN
343
Advisory Services Network
Georgia
$2.31M +$275K +2,664 +14%
Mercer Global Advisors
344
Mercer Global Advisors
Colorado
$2.3M +$17.5K +170 +0.8%
Pacer Advisors
345
Pacer Advisors
Pennsylvania
$2.28M -$376K -3,647 -14%
LFAS
346
Level Four Advisory Services
Texas
$2.24M -$48.3K -469 -2%
ACP
347
Aviance Capital Partners
Florida
$2.23M -$48.7K -473 -2%
SCA
348
Stonebridge Capital Advisors
Minnesota
$2.22M -$2.14M -20,756 -50%
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$2.18M +$959K +9,309 +82%
CA
350
Cetera Advisors
Colorado
$2.16M +$381K +3,700 +22%

PRU Hedge Fund Activity: Q3 2021 in Review

1,093 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2021, worth a combined $22.8B — up 0.36% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PRU positions and 66 closed out — a net gain of 38 holders — while 422 added to existing stakes and 369 trimmed.

The largest buyer was Invesco, adding an estimated $61.6M. The largest seller was Nuveen, cutting an estimated $180M.

  • 1,093 institutional investors held Prudential Financial (PRU) as of Q3 2021, up from 1,071 in Q2 2021.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 104 funds opened new Prudential Financial positions in Q3 2021 and 66 closed out, a net change of +38 holders.
  • The largest Prudential Financial buyer in Q3 2021 was Invesco, an estimated $61.6M added.
  • The largest Prudential Financial seller in Q3 2021 was Nuveen, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.