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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
IA
601
IFP Advisors
Florida
$740K +$127K +1,171 +21%
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
$736K
EF
603
Empirical Finance
Pennsylvania
$732K +$187K +1,718 +34%
HBT
604
Heartland Bank & Trust
Illinois
$730K +$13.6K +125 +2%
LC
605
LCNB Corp
Ohio
$727K +$47.9K +441 +7%
CBN
606
Cadence Bank NA
Texas
$724K -$26.2K -241 -3%
SBL
607
Sargent Bickham Lagudis
Colorado
$714K +$33.9K +312 +5%
BTIM
608
BancFirst Trust & Investment Management
Oklahoma
$714K +$716K +6,592 New
IAIM
609
International Assets Investment Management
Florida
$713K -$37.3K -343 -5%
PA
610
Parallel Advisors
California
$706K +$45.4K +418 +7%
ACI
611
Alpha Cubed Investments
California
$704K -$86.9K -800 -11%
SIC
612
SFE Investment Counsel
California
$703K +$282K +2,595 +67%
IA
613
IndexIQ Advisors
New York
$701K -$39.6K -365 -5%
IRF
614
IBM Retirement Fund
New York
$699K -$521K -4,795 -43%
AWC
615
Abundance Wealth Counselors
Pennsylvania
$699K +$701K +6,459 New
SA
616
Sicart Associates
New York
$697K -$198K -1,825 -22%
RMAM
617
Raab & Moskowitz Asset Management
New Jersey
$696K -$10.9K -100 -2%
CA
618
CoreCap Advisors
Michigan
$695K +$697K +6,419 New
FUBT
619
First United Bank & Trust
Maryland
$694K +$47.2K +435 +7%
HP
620
Hikari Power
Japan
$687K
BWP
621
BSW Wealth Partners
Colorado
$687K +$1.85K +17 +0.3%
CF
622
Centaurus Financial
California
$684K -$26.5K -244 -4%
AWE
623
Avidian Wealth Enterprises
Texas
$683K +$83.7K +771 +14%
SWM
624
Spire Wealth Management
Virginia
$680K +$299K +2,752 +78%
BWA
625
BDO Wealth Advisors
Florida
$675K +$63.5K +585 +10%

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.