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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
LS
401
Livforsakringsbolaget Skandia
Sweden
$1.41M +$128K +1,500 +11%
AWA
402
AmeriServ Wealth Advisors
Pennsylvania
$1.41M +$63.9K +746 +5%
FM
403
Foster & Motley
Ohio
$1.4M +$138K +1,611 +12%
WT
404
Whittier Trust
California
$1.38M +$408K +4,763 +46%
EA
405
Ellsworth Advisors
Ohio
$1.37M +$283K +3,303 +28%
CB
406
Commerce Bank
Missouri
$1.36M +$139K +1,625 +12%
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M +$127K +1,483 +11%
SRAM
408
Spouting Rock Asset Management
Pennsylvania
$1.34M +$1.26M +14,698 New
MCM
409
Mork Capital Management
California
$1.33M
SFS
410
Strategic Financial Services
New York
$1.32M -$156K -1,825 -11%
BCMO
411
Buckingham Capital Management (Ohio)
Ohio
$1.32M -$19.5K -228 -2%
IWA
412
IVC Wealth Advisors
Pennsylvania
$1.31M +$31K +362 +3%
BOTW
413
Bank of the West
California
$1.3M -$89.6K -1,047 -7%
CI
414
Cigna Investments
Connecticut
$1.3M +$44.4K +519 +4%
NGA
415
Naples Global Advisors
Florida
$1.3M
Mariner
416
Mariner
Kansas
$1.29M -$578K -6,750 -32%
SNBOSCI
417
Security National Bank of Sioux City Iowa
Iowa
$1.27M -$79.5K -929 -6%
HIM
418
HawsGoodwin Investment Management
Tennessee
$1.27M -$186K -2,169 -13%
DTL
419
Dynamic Technology Lab
Singapore
$1.27M +$1.19M +13,892 New
SPC
420
Sigma Planning Corp
Michigan
$1.25M +$11.7K +137 +1%
B
421
BP
United Kingdom
$1.25M -$322K -3,765 -21%
MCIA
422
Mountain Capital Investment Advisors
Colorado
$1.25M +$219K +2,554 +24%
FMBTD
423
First Midwest Bank Trust Division
Illinois
$1.25M +$219K +2,562 +23%
MA
424
Mutual Advisors
Nebraska
$1.24M +$267K +3,116 +30%
FFG
425
Fortem Financial Group
California
$1.23M -$13.9K -162 -1%

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.