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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
GCP
651
GSA Capital Partners
United Kingdom
$399K +$375K +4,385 New
FMWA
652
Forvis Mazars Wealth Advisors
Missouri
$394K -$92.1K -1,076 -20%
FWP
653
FAS Wealth Partners
Kansas
$394K +$44.3K +517 +14%
IC
654
IEQ Capital
California
$393K +$369K +4,309 New
VCM
655
Vivaldi Capital Management
Illinois
$392K
BP
656
Ballentine Partners
Massachusetts
$391K -$4.37K -51 -1%
Nomura Holdings
657
Nomura Holdings
Japan
$389K -$6.84M -79,911 -95%
SBL
658
Sargent Bickham Lagudis
Colorado
$385K -$1.54K -18 -0.4%
SB
659
Sunflower Bank
Texas
$382K -$22K -257 -6%
WC
660
Westhampton Capital
North Carolina
$381K
PCM
661
Perritt Capital Management
Illinois
$380K +$357K +4,175 New
ECG
662
Edge Capital Group
Georgia
$379K
WDC
663
Woodward Diversified Capital
California
$377K -$37.9K -443 -10%
AC
664
Avestar Capital
New York
$376K +$43K +502 +15%
OLA
665
Oliver Luxxe Assets
New Jersey
$375K
BCP
666
Berkeley Capital Partners
Georgia
$375K +$352K +4,112 New
VF
667
Virtu Financial
New York
$374K -$551K -6,431 -61%
AWE
668
Avidian Wealth Enterprises
Texas
$372K +$52.6K +614 +18%
TPCW
669
TD Private Client Wealth
New York
$368K +$4.71K +55 +1%
BCM
670
BTC Capital Management
Iowa
$366K
CCM
671
Coldstream Capital Management
Washington
$364K +$6.93K +81 +2%
SIM
672
Sentry Investment Management
Wisconsin
$360K -$1.62M -18,894 -83%
MMHP
673
Murphy Middleton Hinkle & Parker
Georgia
$356K
IWM
674
IHT Wealth Management
Illinois
$356K +$33.5K +391 +11%
BCM
675
Brookstone Capital Management
Illinois
$352K -$8.56K -100 -3%

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.