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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
FT
351
Fiduciary Trust
Massachusetts
$2.03M -$38.5K -450 -2%
ACP
352
Aviance Capital Partners
Florida
$2.01M +$64.9K +758 +4%
MWM
353
Marietta Wealth Management
Georgia
$1.99M +$144K +1,680 +8%
AB
354
Amalgamated Bank
New York
$1.97M -$68.2K -797 -4%
EI
355
EDMP Inc
Florida
$1.96M +$1.3M +15,183 +241%
Luther King Capital Management (LKCM)
356
Luther King Capital Management (LKCM)
Texas
$1.96M -$1.16M -13,600 -39%
SWM
357
SeaCrest Wealth Management
New York
$1.95M +$115K +1,345 +7%
DAS
358
Dynamic Advisor Solutions
Arizona
$1.94M +$1.36M +15,851 +290%
IAIM
359
International Assets Investment Management
Florida
$1.91M +$910K +10,634 +81%
SWA
360
Stratos Wealth Advisors
Ohio
$1.89M +$811K +9,471 +84%
SCA
361
Stonebridge Capital Advisors
Minnesota
$1.88M +$98.4K +1,150 +6%
CMO
362
Covenant Multifamily Offices
Texas
$1.85M -$306K -3,571 -15%
FAB
363
First American Bank
Illinois
$1.83M +$81.8K +955 +5%
WI
364
WBI Investments
New Jersey
$1.81M +$1.7M +19,823 New
PLFAM
365
Pineno Levin & Ford Asset Management
Virginia
$1.76M -$26.8K -313 -2%
AI
366
Atria Investments
North Carolina
$1.74M -$40.5K -473 -2%
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$1.73M +$464K +5,426 +40%
RIM
368
Regent Investment Management
Kentucky
$1.72M +$21.4K +250 +1%
SPIA
369
Steward Partners Investment Advisory
New York
$1.72M +$432K +5,041 +36%
WAM
370
World Asset Management
Michigan
$1.71M -$34K -397 -2%
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$1.7M +$47.7K +557 +3%
EOJOAM
372
E. Ohman J:or Asset Management
Sweden
$1.69M +$265K +3,100 +20%
BCV
373
Banque Cantonale Vaudoise
Switzerland
$1.68M +$171K +2,000 +12%
TCM
374
Teza Capital Management
Illinois
$1.67M +$1.56M +18,276 New
LFAS
375
Level Four Advisory Services
Texas
$1.65M +$858K +10,018 +124%

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.