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Prudential Financial

1,200 hedge funds and large institutions have $23.2B invested in Prudential Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 457 increasing their positions, 348 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 73

31% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 348

10% more funds holding

Funds holding: 1,0941,200 (+106)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$428M)

0.71% more ownership

Funds ownership: 56.08%56.79% (+0.71%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less call options, than puts

Call options by funds: $402M | Put options by funds: $541M

Holders
1,200
Holders Change
+106
Holders Change %
+9.69%
% of All Funds
18.46%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
199
Increased
457
Reduced
348
Closed
73
Calls
$402M
Puts
$541M
Net Calls
-$139M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
426
Harvey Capital Management
Florida
$1.54M -$65.2K -600 -4%
GAM
427
Gotham Asset Management
New York
$1.54M +$1.06M +9,741 +216%
LCP
428
Legacy Capital Partners
Wisconsin
$1.54M +$357K +3,290 +30%
RWM
429
RKL Wealth Management
Pennsylvania
$1.51M +$22.7K +209 +2%
NGA
430
Naples Global Advisors
Florida
$1.51M -$12.5K -115 -0.8%
SNBOSCI
431
Security National Bank of Sioux City Iowa
Iowa
$1.49M -$7.17K -66 -0.5%
MPM
432
MBB Public Markets
Illinois
$1.48M +$1.48M +13,656 New
IWA
433
IVC Wealth Advisors
Pennsylvania
$1.48M -$145K -1,339 -9%
SKK
434
Shepherd Kaplan Krochuk
Massachusetts
$1.48M +$20.3K +187 +1%
RSC
435
Red Spruce Capital
Pennsylvania
$1.47M -$13.6K -125 -0.9%
FT
436
Fiduciary Trust
Massachusetts
$1.47M -$166K -1,526 -10%
PAM
437
Panagora Asset Management
Massachusetts
$1.47M -$303K -2,788 -17%
GFA
438
Gifford Fong Associates
California
$1.46M
MNBTD
439
Moody National Bank Trust Division
Texas
$1.45M -$4.53M -41,692 -76%
SNBOSD
440
Security National Bank of So Dak
Iowa
$1.43M +$3.8K +35 +0.3%
HIM
441
HawsGoodwin Investment Management
Tennessee
$1.42M -$30.5K -281 -2%
SG Americas Securities
442
SG Americas Securities
New York
$1.41M +$930K +8,560 +190%
VPIM
443
Vanguard Personalized Indexing Management
California
$1.41M +$99.2K +913 +8%
TWC
444
TD Waterhouse Canada
Ontario, Canada
$1.41M +$1.34M +12,325 New
SACTSONJ
445
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.41M
AWA
446
AmeriServ Wealth Advisors
Pennsylvania
$1.4M +$434 +4 +0%
SFS
447
Strategic Financial Services
New York
$1.39M -$66.9K -616 -5%
GT
448
Glenmede Trust
Pennsylvania
$1.38M +$192K +1,770 +16%
EWS
449
Evergreen Wealth Solutions
Pennsylvania
$1.37M +$1.37M +12,647 New
NB
450
Norinchukin Bank
Japan
$1.37M -$52.7K -485 -4%

PRU Hedge Fund Activity: Q4 2021 in Review

1,200 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2021, worth a combined $23.2B — up 1.9% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PRU positions and 73 closed out — a net gain of 126 holders — while 457 added to existing stakes and 348 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44.5M. The largest seller was Vanguard Group, cutting an estimated $101M.

  • 1,200 institutional investors held Prudential Financial (PRU) as of Q4 2021, up from 1,094 in Q3 2021.
  • Funds reported $23.2B of Prudential Financial stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 199 funds opened new Prudential Financial positions in Q4 2021 and 73 closed out, a net change of +126 holders.
  • The largest Prudential Financial buyer in Q4 2021 was Citadel Advisors, an estimated $44.5M added.
  • The largest Prudential Financial seller in Q4 2021 was Vanguard Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2021.