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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
PAWC
526
P.A.W. Capital
Connecticut
$842K +$51.5K +500 +7%
ACM
527
AlphaStar Capital Management
North Carolina
$842K +$766K +7,432 New
ECM
528
ExodusPoint Capital Management
New York
$825K +$288K +2,790 +55%
CL
529
COWA LLC
Oklahoma
$818K -$8.14K -79 -1%
SAM
530
Seelaus Asset Management
New Jersey
$814K +$5.15K +50 +0.7%
OPPTF
531
OPSEU Pension Plan Trust Fund
Ontario, Canada
$813K +$1.55K +15 +0.2%
EW
532
Element Wealth
Mississippi
$810K +$3.3K +32 +0.4%
RJT
533
Raymond James Trust
Florida
$798K +$16.7K +162 +2%
SC
534
Savant Capital
Illinois
$793K -$40.6K -394 -5%
HSA
535
HBK Sorce Advisory
Pennsylvania
$790K -$174K -1,693 -18%
PWM
536
Palumbo Wealth Management
New York
$787K -$264K -2,560 -25%
NICM
537
Neo Ivy Capital Management
New York
$787K +$1.33M +12,931 New
CIAS
538
Capital Investment Advisory Services
North Carolina
$785K -$15.3K -148 -2%
RFM
539
Royal Fund Management
Florida
$783K +$32.4K +314 +4%
CAM
540
Cubic Asset Management
Massachusetts
$774K +$56.7K +550 +8%
MCM
541
Mengis Capital Management
Oregon
$771K
ACI
542
Alpha Cubed Investments
California
$769K -$91.2K -885 -11%
ITIM
543
Indiana Trust & Investment Management
Indiana
$768K -$262K -2,540 -26%
IRC
544
Investors Research Corp
Georgia
$767K
Boston Partners
545
Boston Partners
Massachusetts
$767K +$752K +7,293 New
GC
546
Gilbert & Cook
Iowa
$763K +$33.4K +324 +5%
MIP
547
Marietta Investment Partners
Wisconsin
$757K
OIM
548
Oder Investment Management
California
$755K
FTDI
549
First Trust Direct Indexing
Massachusetts
$749K -$126K -1,227 -15%
CP
550
Camelot Portfolios
Ohio
$742K +$180K +1,743 +33%

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.