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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
RWM
426
RKL Wealth Management
Pennsylvania
$1.23M +$13.4K +156 +1%
PSB
427
Piscataqua Savings Bank
New Hampshire
$1.23M +$1.16M +13,512 New
GFA
428
Gifford Fong Associates
California
$1.23M
IRF
429
IBM Retirement Fund
New York
$1.23M -$102K -1,196 -8%
RSC
430
Red Spruce Capital
Pennsylvania
$1.23M
DGHMC
431
Dalton, Greiner, Hartman, Maher & Co
New York
$1.22M -$5.37M -62,777 -82%
ASN
432
Advisory Services Network
Georgia
$1.22M +$453K +5,293 +66%
Wolverine Trading
433
Wolverine Trading
Illinois
$1.21M -$595K -6,951 -35%
RG
434
Renaissance Group
Kentucky
$1.21M +$57.4K +670 +5%
SNBOSD
435
Security National Bank of So Dak
Iowa
$1.2M -$35.1K -410 -3%
SACTSONJ
436
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.18M
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$1.18M +$18.7K +218 +2%
HAG
438
HighPoint Advisor Group
Illinois
$1.18M +$36.1K +422 +3%
RI
439
Ridgewood Investments
New Jersey
$1.18M +$108K +1,264 +11%
CA
440
Cetera Advisors
Colorado
$1.17M +$197K +2,302 +22%
EGM
441
Engineers Gate Manager
New York
$1.17M +$109K +1,268 +11%
HCM
442
Hudson Capital Management
New Jersey
$1.17M +$1.1M +12,825 New
OC
443
Oppenheimer & Co
New York
$1.16M +$558K +6,513 +104%
VC
444
Vicus Capital
Pennsylvania
$1.16M -$59.5K -695 -5%
LC
445
Lavaca Capital
Texas
$1.16M +$591K +6,900 +119%
WAOTB
446
Wealth Advisors of Tampa Bay
Florida
$1.13M -$43.4K -507 -4%
TSW
447
Thompson Siegel & Walmsley
Virginia
$1.13M -$27.8K -325 -3%
MF
448
Magnetar Financial
Illinois
$1.12M +$1.05M +12,317 New
LIA
449
LS Investment Advisors
Michigan
$1.12M -$161K -1,880 -13%
NB
450
Norinchukin Bank
Japan
$1.11M +$47.6K +556 +5%

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.