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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
OPW
501
Oxler Private Wealth
New York
$863K +$342K +4,000 +73%
LSA
502
Leonteq Securities AG
Switzerland
$847K +$414K +4,838 +108%
TC
503
Trilogy Capital
California
$842K +$34.5K +403 +5%
ITIM
504
Indiana Trust & Investment Management
Indiana
$841K -$51.4K -600 -6%
CT
505
Caldwell Trust
Florida
$841K +$307K +3,583 +63%
HC
506
Hourglass Capital
Texas
$839K +$123K +1,440 +19%
CFB
507
Cullen/Frost Bankers
Texas
$835K -$223K -2,600 -22%
JMPWA
508
JP Morgan Private Wealth Advisors
California
$834K -$139K -1,621 -15%
CIAS
509
Capital Investment Advisory Services
North Carolina
$832K -$38K -444 -5%
AWC
510
Abundance Wealth Counselors
Pennsylvania
$829K +$106K +1,238 +16%
Walleye Trading
511
Walleye Trading
New York
$817K +$768K +8,969 New
FF
512
FourThought Financial
Florida
$815K +$181K +2,116 +31%
TBA
513
Tower Bridge Advisors
Pennsylvania
$808K +$49.2K +575 +7%
MAM
514
Meeder Asset Management
Ohio
$808K +$208K +2,429 +38%
VCM
515
Virtue Capital Management
Tennessee
$801K -$298K -3,476 -28%
DY
516
Dowling & Yahnke
California
$800K -$19.3K -225 -2%
RIM
517
Redpoint Investment Management
Australia
$795K -$32.1K -375 -4%
KWM
518
Kingsview Wealth Management
Oregon
$791K +$444K +5,192 +155%
RFM
519
Royal Fund Management
Florida
$774K +$68.1K +795 +10%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$769K +$21.4K +250 +3%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$769K +$4.45K +52 +0.6%
LWAC
522
Laurel Wealth Advisors (California)
California
$767K +$141K +1,642 +24%
EP
523
Eudaimonia Partners
Tennessee
$765K -$5.82K -68 -0.8%
EGA
524
E&G Advisors
Texas
$765K
SA
525
Sicart Associates
New York
$763K -$158K -1,840 -18%

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.