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
OWA
576
Octavia Wealth Advisors
Ohio
$802K +$359K +3,302 +80%
TI
577
Tidal Investments
Wisconsin
$797K +$122K +1,127 +18%
SAM
578
Seelaus Asset Management
New Jersey
$794K -$43.2K -398 -5%
MCM
579
Mengis Capital Management
Oregon
$794K
LMAM
580
Legg Mason Asset Management
Japan
$793K -$96.3K -887 -11%
LIM
581
Longfellow Investment Management
Massachusetts
$792K -$368K -3,386 -32%
Boston Partners
582
Boston Partners
Massachusetts
$789K
IRC
583
Investors Research Corp
Georgia
$789K
RJT
584
Raymond James Trust
Florida
$779K -$41.4K -381 -5%
MIP
585
Marietta Investment Partners
Wisconsin
$779K
OIM
586
Oder Investment Management
California
$777K
CAM
587
Carret Asset Management
New York
$776K +$32.6K +300 +4%
SW
588
SVB Wealth
Massachusetts
$771K -$146K -1,341 -16%
VanEck Associates
589
VanEck Associates
New York
$771K +$40K +368 +5%
GIA
590
Gateway Investment Advisers
Ohio
$769K +$21.3K +196 +3%
RIA
591
Realta Investment Advisors
Delaware
$765K +$109K +1,000 +16%
ITIM
592
Indiana Trust & Investment Management
Indiana
$763K -$27.2K -250 -3%
AF
593
Affiance Financial
Minnesota
$760K
CCM
594
Coldstream Capital Management
Washington
$759K +$356K +3,276 +88%
FTDI
595
First Trust Direct Indexing
Massachusetts
$757K -$13.3K -122 -2%
UB
596
UMB Bank
Missouri
$748K +$208K +1,912 +38%
BS
597
Bessemer Securities
New York
$747K +$85.4K +786 +13%
OIA
598
OneDigital Investment Advisors
Kansas
$745K +$21.3K +196 +3%
RCM
599
Radnor Capital Management
Pennsylvania
$744K +$747K +6,878 New
SJIM
600
St. Johns Investment Management
Florida
$741K -$4.02K -37 -0.5%

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.