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Prudential Financial

1,006 hedge funds and large institutions have $17.8B invested in Prudential Financial in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 349 increasing their positions, 357 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 65

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

27% more capital invested

Capital invested by funds: $14B → $17.8B (+$3.77B)

9% more funds holding

Funds holding: 9191,006 (+87)

1% more call options, than puts

Call options by funds: $390M | Put options by funds: $387M

0.25% less ownership

Funds ownership: 55.97%55.72% (-0.25%)

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 357

Holders
1,006
Holders Change
+87
Holders Change %
+9.47%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
164
Increased
349
Reduced
357
Closed
65
Calls
$390M
Puts
$387M
Net Calls
+$3.53M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
601
Forvis Mazars Wealth Advisors
Missouri
$422K +$43K +595 +12%
SM
602
SG3 Management
Puerto Rico
$422K +$390K +5,400 New
OPS
603
Orion Portfolio Solutions
Nebraska
$415K +$4.77K +66 +1%
WEC
604
Winslow Evans & Crocker
Massachusetts
$410K +$372K +5,149 +4,904%
CNBTD
605
Citizens National Bank Trust Department
Mississippi
$404K -$39.4K -545 -10%
SW
606
SVB Wealth
Massachusetts
$404K +$40.6K +562 +12%
VPIM
607
Vanguard Personalized Indexing Management
California
$400K +$29.2K +404 +9%
UB
608
UMB Bank
Missouri
$399K -$92.5K -1,280 -20%
BWA
609
BDO Wealth Advisors
Florida
$397K +$11.5K +159 +3%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$164K +2,266 +82%
FMB
611
Field & Main Bank
Kentucky
$391K -$24.2K -335 -6%
BSW
612
Buckingham Strategic Wealth
Missouri
$390K +$38.4K +531 +12%
ANRIA
613
American National Registered Investment Advisor
Texas
$386K +$24.9K +345 +8%
PA
614
Profund Advisors
Maryland
$382K -$1.81K -25 -0.5%
FI
615
FormulaFolio Investments
Michigan
$379K +$351K +4,853 New
CAM
616
Cresset Asset Management
Illinois
$377K -$6K -83 -2%
IA
617
IFP Advisors
Florida
$375K +$6.5K +90 +2%
OPPTF
618
OPSEU Pension Plan Trust Fund
Ontario, Canada
$370K +$506 +7 +0.1%
AP
619
Appleton Partners
Massachusetts
$368K
ACM
620
Allred Capital Management
Texas
$358K
SCM
621
Schnieders Capital Management
California
$358K +$5.42K +75 +2%
WDC
622
Woodward Diversified Capital
California
$357K +$331K +4,576 New
BCM
623
BTR Capital Management
California
$354K +$328K +4,540 New
SDWIA
624
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K +$327K +4,522 New
BWP
625
BSW Wealth Partners
Colorado
$351K -$1.59K -22 -0.5%

PRU Hedge Fund Activity: Q4 2020 in Review

1,006 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2020, worth a combined $17.8B — up 27% from $14B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new PRU positions and 65 closed out — a net gain of 99 holders — while 349 added to existing stakes and 357 trimmed.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Arrowstreet Capital, cutting an estimated $69.3M.

  • 1,006 institutional investors held Prudential Financial (PRU) as of Q4 2020, up from 919 in Q3 2020.
  • Funds reported $17.8B of Prudential Financial stock for Q4 2020, up 27% quarter-over-quarter.
  • 164 funds opened new Prudential Financial positions in Q4 2020 and 65 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2020 was Nuveen, an estimated $110M added.
  • The largest Prudential Financial seller in Q4 2020 was Arrowstreet Capital, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2020.