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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
FAIM
576
Financial Advocates Investment Management
Washington
$586K +$224K +2,622 +69%
HP
577
Hikari Power
Japan
$578K
IA
578
IndexIQ Advisors
New York
$577K +$69.4K +811 +15%
BRWA
579
B. Riley Wealth Advisors
Florida
$575K -$68.4K -799 -11%
BFG
580
Beacon Financial Group
Texas
$574K
DCM
581
Dupont Capital Management
Delaware
$571K -$14.6K -171 -3%
CGL
582
Clarius Group LLC
Washington
$571K +$15.5K +181 +3%
LC
583
LCNB Corp
Ohio
$567K +$31.2K +365 +6%
BS
584
Bessemer Securities
New York
$557K +$150K +1,750 +40%
PA
585
Profund Advisors
Maryland
$552K +$99.4K +1,161 +24%
FTDI
586
First Trust Direct Indexing
Massachusetts
$551K -$14.3K -167 -3%
AC
587
Athanor Capital
New York
$549K -$1.71M -20,028 -77%
CAM
588
Cubic Asset Management
Massachusetts
$547K
WDA
589
Wendell David Associates
New Hampshire
$547K
PWPS
590
Pinnacle Wealth Planning Services
Ohio
$538K +$12.2K +143 +2%
AWM
591
Apollon Wealth Management
South Carolina
$536K +$503K +5,880 New
CAM
592
Carret Asset Management
New York
$536K +$504K +5,885 New
WA
593
Wambolt & Associates
Colorado
$532K +$265K +3,097 +117%
SP
594
Symmetry Partners
Connecticut
$530K -$37.2K -434 -7%
HT
595
Heritage Trust
Oklahoma
$529K
DA
596
Doliver Advisors
Texas
$528K -$78.6K -918 -14%
FCH
597
Freestone Capital Holdings
Washington
$528K -$30.6K -357 -6%
OPS
598
Orion Portfolio Solutions
Nebraska
$511K +$24.7K +289 +5%
LOAMS
599
Lombard Odier Asset Management (Switzerland)
Switzerland
$510K +$479K +5,600 New
SBSB
600
Sullivan, Bruyette, Speros & Blaney
Virginia
$508K +$95.9K +1,120 +25%

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.