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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
BRWA
476
B. Riley Wealth Advisors
Florida
$1.06M +$344K +3,340 +50%
ICM
477
Islay Capital Management
Texas
$1.06M +$43.3K +420 +4%
PSB
478
Piscataqua Savings Bank
New Hampshire
$1.05M -$44K -427 -4%
MAM
479
Meeder Asset Management
Ohio
$1.05M +$111K +1,073 +12%
DIP
480
DT Investment Partners
Pennsylvania
$1.04M +$109K +1,057 +12%
CGL
481
Clarius Group LLC
Washington
$1.04M +$370K +3,589 +57%
PP
482
Patten & Patten
Tennessee
$1.04M +$1.24K +12 +0.1%
Los Angeles Capital Management
483
Los Angeles Capital Management
California
$1.03M -$24.8K -241 -2%
TWI
484
Thomas White International
Illinois
$1.03M
TC
485
Trilogy Capital
California
$1.03M +$8.35K +81 +0.8%
PGFC
486
Peapack-Gladstone Financial Corp
New Jersey
$1.03M -$58K -563 -5%
WPP
487
Whalerock Point Partners
Rhode Island
$1.03M +$268K +2,600 +36%
IFWM
488
Institute for Wealth Management
Colorado
$1.02M +$1.03K +10 +0.1%
MC
489
Moors & Cabot
Massachusetts
$1.01M +$98K +951 +11%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$1.01M +$25.5K +247 +3%
SBIA
491
Sheaff Brock Investment Advisors
Indiana
$1M -$927 -9 -0.1%
BCM
492
Brasada Capital Management
Texas
$999K +$155K +1,500 +19%
WA
493
Wambolt & Associates
Colorado
$998K +$174K +1,690 +22%
TIA
494
Trust Investment Advisors
Indiana
$997K -$7.21K -70 -0.7%
OPW
495
Oxler Private Wealth
New York
$996K
Nomura Holdings
496
Nomura Holdings
Japan
$993K +$302K +2,926 +46%
CIM
497
CIM Investment Management
Pennsylvania
$990K -$4.22K -41 -0.4%
S
498
Seeyond
France
$987K +$847K +8,223 +708%
JCM
499
Jacobi Capital Management
Pennsylvania
$972K +$32.8K +318 +4%
DC
500
Davenport & Co
Virginia
$969K +$224K +2,170 +31%

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.