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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
KFP
351
KMG Fiduciary Partners
Ohio
$2.15M +$871K +8,448 +71%
RIM
352
Regent Investment Management
Kentucky
$2.12M +$19.6K +190 +1%
SPIA
353
Steward Partners Investment Advisory
New York
$2.11M -$1.26M -12,274 -38%
DAS
354
Dynamic Advisor Solutions
Arizona
$2.1M -$172K -1,666 -8%
FM
355
Foster & Motley
Ohio
$2.1M +$195K +1,894 +10%
N
356
Natixis
France
$2.09M +$2.05M +19,853 New
WB
357
Webster Bank
Connecticut
$2.09M +$2.02M +19,579 +7,618%
X
358
Xponance
Pennsylvania
$2.06M -$234K -2,275 -10%
PLFAM
359
Pineno Levin & Ford Asset Management
Virginia
$1.99M +$49.4K +479 +3%
EGM
360
Engineers Gate Manager
New York
$1.98M +$1.18M +11,493 +157%
CRC
361
Curi RMB Capital
Illinois
$1.96M +$15.5K +150 +0.8%
BMSSC
362
B. Metzler seel. Sohn & Co
Germany
$1.95M -$465K -4,513 -20%
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$1.93M +$103K +1,002 +6%
HCM
364
Hudson Capital Management
New Jersey
$1.93M +$217K +2,103 +13%
APA
365
American Portfolios Advisors
New York
$1.9M +$1.27M +12,277 +212%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$1.9M
Vontobel Holding
367
Vontobel Holding
Switzerland
$1.88M +$82K +796 +5%
SLI
368
Sumitomo Life Insurance
Japan
$1.86M
PWS
369
Peloton Wealth Strategists
Indiana
$1.86M +$313K +3,040 +21%
AI
370
Atria Investments
North Carolina
$1.85M +$48.8K +474 +3%
NMIMC
371
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M -$33.3K -323 -2%
KAH
372
Kathryn A. Hall
$1.84M
WSTAM
373
Wilbanks Smith & Thomas Asset Management
Virginia
$1.83M +$104K +1,007 +6%
CIC
374
Cornercap Investment Counsel
Georgia
$1.83M +$1.56M +15,184 +691%
CMO
375
Covenant Multifamily Offices
Texas
$1.8M -$234K -2,268 -12%

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.