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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
HCM
401
Harvey Capital Management
Florida
$1.56M
MCM
402
Mork Capital Management
California
$1.54M
RI
403
Ridgewood Investments
New Jersey
$1.53M -$11K -107 -0.7%
SW
404
SkyOak Wealth
Michigan
$1.52M +$12.5K +121 +0.8%
FFG
405
Fortem Financial Group
California
$1.51M +$17.8K +173 +1%
WCA
406
Waratah Capital Advisors
Ontario, Canada
$1.49M +$1.46M +14,139 New
MIA
407
MainStreet Investment Advisors
Illinois
$1.48M +$1.45M +14,066 New
NGA
408
Naples Global Advisors
Florida
$1.48M +$37.1K +360 +3%
SM
409
SG3 Management
Puerto Rico
$1.47M -$464K -4,500 -24%
CT
410
Caldwell Trust
Florida
$1.46M +$303K +2,937 +27%
AC
411
Allstate Corporation
Illinois
$1.46M -$140K -1,360 -9%
SNBOSCI
412
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$69.7K +676 +5%
SPFA
413
Summit Place Financial Advisors
New Jersey
$1.45M +$1.42M +13,775 New
RWM
414
RKL Wealth Management
Pennsylvania
$1.45M +$17.2K +167 +1%
RSC
415
Red Spruce Capital
Pennsylvania
$1.45M +$29.1K +282 +2%
GFA
416
Gifford Fong Associates
California
$1.42M
SFS
417
Strategic Financial Services
New York
$1.42M -$69K -670 -5%
SKK
418
Shepherd Kaplan Krochuk
Massachusetts
$1.41M -$67.9K -659 -5%
MCIA
419
Mountain Capital Investment Advisors
Colorado
$1.41M +$62.6K +607 +5%
HIM
420
HawsGoodwin Investment Management
Tennessee
$1.41M +$24.3K +236 +2%
SNBOSD
421
Security National Bank of So Dak
Iowa
$1.39M -$71.6K -695 -5%
NB
422
Norinchukin Bank
Japan
$1.38M +$115K +1,115 +9%
ACG
423
Allen Capital Group
Nebraska
$1.37M +$1.34M +13,009 New
SACTSONJ
424
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M
FMBTD
425
First Midwest Bank Trust Division
Illinois
$1.36M +$21.1K +205 +2%

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.