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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
GG
626
Golden Green
South Carolina
$452K +$425K +4,967 New
ANRIA
627
American National Registered Investment Advisor
Texas
$450K -$171 -2 -0%
OPPTF
628
OPSEU Pension Plan Trust Fund
Ontario, Canada
$449K +$12.3K +144 +3%
B
629
Barings
North Carolina
$449K +$68K +794 +19%
BW
630
Bison Wealth
Georgia
$441K +$52.6K +614 +15%
CF
631
Centaurus Financial
California
$441K +$300K +3,507 +263%
SCM
632
Schnieders Capital Management
California
$430K +$12K +140 +3%
AIC
633
Ameritas Investment Company
Nebraska
$428K +$59.8K +699 +17%
I
634
INVST
Indiana
$426K -$216K -2,522 -37%
AP
635
Appleton Partners
Massachusetts
$425K -$4.54K -53 -1%
JWM
636
JGP Wealth Management
Oregon
$424K +$35.9K +419 +10%
PA
637
Parallel Advisors
California
$423K +$24.2K +283 +6%
AF
638
Advisornet Financial
Minnesota
$423K +$154K +1,794 +63%
PPP
639
Private Portfolio Partners
New Jersey
$421K +$12.5K +146 +3%
ACM
640
Allred Capital Management
Texas
$418K
JSL
641
JT Stratford LLC
Georgia
$416K +$31K +362 +9%
RA
642
RFG Advisory
Alabama
$416K +$391K +4,563 New
EI
643
Ellevest Inc
New York
$415K +$70.1K +819 +22%
BCM
644
BTR Capital Management
California
$414K
FMB
645
Field & Main Bank
Kentucky
$412K -$41.5K -485 -10%
SDWIA
646
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$412K
CNBTD
647
Citizens National Bank Trust Department
Mississippi
$410K -$57.4K -670 -13%
P
648
&Partners
Tennessee
$406K +$382K +4,461 New
PFS
649
Prospera Financial Services
Texas
$402K +$24.3K +284 +7%
OFA
650
Oak Family Advisors
Illinois
$402K +$50.3K +588 +15%

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.