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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
RJT
551
Raymond James Trust
Florida
$680K -$19.5K -228 -3%
CWM
552
Cornerstone Wealth Management
Missouri
$679K -$37.8K -441 -6%
VI
553
Vestcor Inc
New Brunswick, Canada
$672K -$14.7K -172 -2%
SC
554
Savant Capital
Illinois
$671K -$6.93K -81 -1%
SWM
555
Spire Wealth Management
Virginia
$670K +$628K +7,332 New
BSB
556
Bangor Savings Bank
Maine
$666K +$31.7K +370 +5%
IRC
557
Investors Research Corp
Georgia
$664K -$25.7K -300 -4%
RIA
558
Realta Investment Advisors
Delaware
$663K +$56.2K +657 +10%
MIP
559
Marietta Investment Partners
Wisconsin
$656K
WPP
560
Whalerock Point Partners
Rhode Island
$653K +$614K +7,170 New
RMAM
561
Raab & Moskowitz Asset Management
New Jersey
$650K -$92.1K -1,076 -13%
CL
562
CSS LLC
Illinois
$647K +$608K +7,097 New
DC
563
Davenport & Co
Virginia
$641K +$20.8K +243 +4%
CAGAS
564
Capital Advisory Group Advisory Services
Minnesota
$641K +$79.1K +924 +15%
MC
565
Moors & Cabot
Massachusetts
$640K -$9.85K -115 -2%
CAAS
566
Capital Asset Advisory Services
Michigan
$640K +$32.3K +377 +6%
AF
567
Affiance Financial
Minnesota
$639K
QC
568
Quadrature Capital
United Kingdom
$629K +$591K +6,902 New
CA
569
Cornerstone Advisory
Maryland
$620K -$11.2K -131 -2%
GC
570
Gilbert & Cook
Iowa
$615K +$49.4K +577 +9%
CPC
571
Congress Park Capital
New York
$603K
IFG
572
Independent Financial Group
California
$598K -$143K -1,673 -20%
OIA
573
OneDigital Investment Advisors
Kansas
$598K +$62.7K +732 +13%
IWC
574
Integrated Wealth Concepts
Massachusetts
$587K +$177K +2,073 +47%
LNC
575
Lincoln National Corp
Pennsylvania
$586K +$27K +315 +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.