We are live on ! Find out more
PRU icon

Prudential Financial

1,200 hedge funds and large institutions have $23.2B invested in Prudential Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 457 increasing their positions, 348 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 73

31% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 348

10% more funds holding

Funds holding: 1,0941,200 (+106)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$428M)

0.71% more ownership

Funds ownership: 56.08%56.79% (+0.71%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less call options, than puts

Call options by funds: $402M | Put options by funds: $541M

Holders
1,200
Holders Change
+106
Holders Change %
+9.69%
% of All Funds
18.46%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
199
Increased
457
Reduced
348
Closed
73
Calls
$402M
Puts
$541M
Net Calls
-$139M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
551
Lincoln National Corp
Pennsylvania
$903K +$173K +1,589 +24%
EGA
552
E&G Advisors
Texas
$898K -$10.9K -100 -1%
WA
553
WBH Advisory
Maryland
$891K +$326 +3 +0%
VCM
554
Virtue Capital Management
Tennessee
$885K +$127K +1,166 +17%
MWM
555
Meridian Wealth Management
Kentucky
$878K +$543 +5 +0.1%
VI
556
Versor Investments
New York
$868K +$489K +4,500 +128%
PAWC
557
P.A.W. Capital
Connecticut
$866K
BPA
558
Beacon Pointe Advisors
California
$866K +$531K +4,889 +157%
A
559
Astrantus
Cyprus
$856K +$859K +7,905 New
TA
560
TFG Advisers
Michigan
$849K +$144K +1,322 +20%
PWM
561
Palumbo Wealth Management
New York
$844K +$33.9K +312 +4%
OPS
562
Orion Portfolio Solutions
Nebraska
$840K +$162K +1,492 +24%
CIAS
563
Capital Investment Advisory Services
North Carolina
$839K +$31.7K +292 +4%
EW
564
Element Wealth
Mississippi
$837K +$3.48K +32 +0.4%
CL
565
COWA LLC
Oklahoma
$833K -$8.58K -79 -1%
AWM
566
Apollon Wealth Management
South Carolina
$832K +$85.7K +789 +11%
O
567
Ossiam
France
$829K -$7.99M -73,541 -91%
WANY
568
Wealthspire Advisors (New York)
New York
$829K +$172K +1,586 +26%
RFM
569
Royal Fund Management
Florida
$828K +$22.8K +210 +3%
I
570
INVST
Indiana
$823K +$377K +3,472 +88%
GC
571
Gilbert & Cook
Iowa
$814K +$29K +267 +4%
HSA
572
HBK Sorce Advisory
Pennsylvania
$813K +$760 +7 +0.1%
AWP
573
Ascent Wealth Partners
New York
$807K +$96.9K +892 +14%
FCH
574
Freestone Capital Holdings
Washington
$805K +$106K +977 +15%
ACM
575
AlphaStar Capital Management
North Carolina
$802K -$65.2K -600 -8%

PRU Hedge Fund Activity: Q4 2021 in Review

1,200 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2021, worth a combined $23.2B — up 1.9% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PRU positions and 73 closed out — a net gain of 126 holders — while 457 added to existing stakes and 348 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44.5M. The largest seller was Vanguard Group, cutting an estimated $101M.

  • 1,200 institutional investors held Prudential Financial (PRU) as of Q4 2021, up from 1,094 in Q3 2021.
  • Funds reported $23.2B of Prudential Financial stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 199 funds opened new Prudential Financial positions in Q4 2021 and 73 closed out, a net change of +126 holders.
  • The largest Prudential Financial buyer in Q4 2021 was Citadel Advisors, an estimated $44.5M added.
  • The largest Prudential Financial seller in Q4 2021 was Vanguard Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2021.