We are live on ! Find out more
PRU icon

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
Ameriprise
26
Ameriprise
Minnesota
$145M -$11.5M -134,569 -8%
Swiss National Bank
27
Swiss National Bank
Switzerland
$139M +$2.69M +31,400 +2%
KBC Group
28
KBC Group
Belgium
$125M -$26.4M -308,758 -18%
Deutsche Bank
29
Deutsche Bank
Germany
$119M -$36.7M -428,778 -25%
Wells Fargo
30
Wells Fargo
California
$119M -$14.8M -172,349 -12%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$115M -$3.17M -37,085 -3%
UBS Group
32
UBS Group
Switzerland
$111M -$6.12M -71,462 -6%
CS
33
Credit Suisse
Switzerland
$110M +$39.8M +464,813 +63%
Bessemer Group
34
Bessemer Group
New Jersey
$109M +$33.4M +390,467 +48%
DLA
35
Douglas Lane & Associates
New York
$102M +$716K +8,364 +0.8%
Barclays
36
Barclays
United Kingdom
$94.1M +$10.1M +118,134 +13%
Federated Hermes
37
Federated Hermes
Pennsylvania
$92.6M +$3.86M +45,095 +5%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$87M -$3.57M -41,738 -4%
Stifel Financial
39
Stifel Financial
Missouri
$85M +$3.26M +38,124 +4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$74.5M -$6.62M -77,338 -9%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$70.7M +$1.2M +14,047 +2%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$69.8M -$14.1M -165,050 -18%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$65.9M -$7.54M -88,110 -11%
Citigroup
44
Citigroup
New York
$64.5M +$12.3M +143,364 +25%
National Pension Service
45
National Pension Service
South Korea
$59.9M -$349K -4,078 -0.6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$59.9M -$3.23M -37,763 -5%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$59.6M -$3.42M -39,974 -6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$58.8M -$2.66M -31,078 -5%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$58.5M -$3.62M -42,232 -6%
ZIM
50
Zacks Investment Management
Illinois
$58M -$2.86M -33,409 -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.