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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
CI
601
Conning Inc
Connecticut
$505K -$39.4K -460 -8%
FNBT
602
FineMark National Bank & Trust
Florida
$498K -$342 -4 -0.1%
WP
603
WMS Partners
Maryland
$495K +$465K +5,437 New
BSW
604
Buckingham Strategic Wealth
Missouri
$493K +$35.9K +419 +8%
Verition Fund Management
605
Verition Fund Management
Connecticut
$492K -$188K -2,201 -29%
Brown Advisory
606
Brown Advisory
Maryland
$492K -$51K -596 -10%
AA
607
Ancora Advisors
Ohio
$492K
ALAM
608
Asahi Life Asset Management
Japan
$491K +$461K +5,390 New
IA
609
IFP Advisors
Florida
$489K +$51.1K +597 +12%
WS
610
Wedbush Securities
California
$486K +$457K +5,334 New
CAM
611
CenterStar Asset Management
Illinois
$482K
SW
612
SVB Wealth
Massachusetts
$482K +$9.76K +114 +2%
RDWM
613
Red Door Wealth Management
Tennessee
$482K +$188K +2,200 +71%
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$18.3K +214 +4%
SFG
615
SageGuard Financial Group
Tennessee
$478K +$450K +5,254 New
AP
616
Americana Partners
Texas
$471K -$72.8K -851 -14%
BWA
617
BDO Wealth Advisors
Florida
$470K +$5.99K +70 +1%
BWP
618
BSW Wealth Partners
Colorado
$466K +$52.4K +612 +14%
LGA
619
Lebenthal Global Advisors
New York
$465K +$423K +4,942 +2,977%
MSS
620
Mitchell Sinkler & Starr
Pennsylvania
$462K +$434K +5,070 New
UB
621
UMB Bank
Missouri
$460K -$5.56K -65 -1%
APA
622
American Portfolios Advisors
New York
$460K +$76.5K +894 +22%
GCM
623
Gibraltar Capital Management
Oklahoma
$457K +$422K +4,929 New
AII
624
AGF Investments Inc
Ontario, Canada
$455K +$227K +2,648 +113%
FA
625
FDx Advisors
Illinois
$452K +$46.4K +542 +12%

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.