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
JWCA
526
J.W. Cole Advisors
Florida
$761K -$141K -1,644 -16%
AIP
527
Ameritas Investment Partners
Nebraska
$761K -$91.7K -1,071 -11%
JIC
528
Johnson Investment Counsel
Ohio
$761K -$11.3K -132 -2%
CFGS
529
Concourse Financial Group Securities
Alabama
$756K +$173K +2,020 +32%
OIM
530
Oder Investment Management
California
$751K -$134K -1,565 -16%
BC
531
Bridgefront Capital
Texas
$748K +$703K +8,209 New
HSA
532
HBK Sorce Advisory
Pennsylvania
$744K -$2.31K -27 -0.3%
SCA
533
Snowden Capital Advisors
New York
$741K +$17.9K +209 +3%
RWA
534
Redhawk Wealth Advisors
Minnesota
$737K +$17.9K +209 +3%
MCM
535
Mengis Capital Management
Oregon
$729K +$17.1K +200 +3%
CL
536
COWA LLC
Oklahoma
$729K +$83.3K +973 +14%
VFA
537
Voya Financial Advisors
Connecticut
$718K -$3.68K -43 -0.5%
DCM
538
Donaldson Capital Management
Indiana
$714K -$8.56K -100 -1%
CBN
539
Cadence Bank NA
Texas
$710K -$13.4K -157 -2%
GT
540
Glenmede Trust
Pennsylvania
$707K -$146K -1,700 -18%
WANY
541
Wealthspire Advisors (New York)
New York
$705K +$86.5K +1,011 +15%
SG
542
Stonnington Group
California
$697K +$579K +6,758 New
GIA
543
Gateway Investment Advisers
Ohio
$696K -$34K -397 -5%
EW
544
Element Wealth
Mississippi
$696K -$20.5K -239 -3%
SAM
545
Seelaus Asset Management
New Jersey
$692K +$15.4K +180 +2%
CAM
546
Cresset Asset Management
Illinois
$690K +$235K +2,742 +57%
SJIM
547
St. Johns Investment Management
Florida
$689K +$7.53K +88 +1%
WA
548
WBH Advisory
Maryland
$687K -$16K -187 -2%
V
549
Veritable
Delaware
$687K -$5.65K -66 -0.9%
VPIM
550
Vanguard Personalized Indexing Management
California
$687K +$207K +2,419 +47%

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.