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Prudential Financial

1,093 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

14% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,0711,093 (+22)

0% more capital invested

Capital invested by funds: $22.7B → $22.8B (+$82.7M)

0.18% less ownership

Funds ownership: 56.26%56.08% (-0.18%)

2% less call options, than puts

Call options by funds: $439M | Put options by funds: $448M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,093
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
422
Reduced
369
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
651
FAS Wealth Partners
Kansas
$465K +$4.84K +47 +1%
WP
652
WMS Partners
Maryland
$464K +$412 +4 +0.1%
KWM
653
Kingsview Wealth Management
Oregon
$463K -$665K -6,451 -59%
LWA
654
Lowe Wealth Advisors
Maryland
$461K +$15.5K +150 +4%
IFG
655
Independent Financial Group
California
$459K -$70.8K -687 -14%
PFPT
656
Pinnacle Financial Partners (Tennessee)
Tennessee
$458K +$57.7K +560 +15%
RIA
657
Regal Investment Advisors
Michigan
$456K +$31.4K +305 +8%
CANY
658
Caxton Associates (New York)
New York
$442K +$433K +4,201 New
EWA
659
EP Wealth Advisors
California
$441K +$54.1K +525 +14%
IWM
660
IHT Wealth Management
Illinois
$439K -$360K -3,493 -46%
GCM
661
Gibraltar Capital Management
Oklahoma
$439K -$21.6K -210 -5%
Brown Advisory
662
Brown Advisory
Maryland
$434K -$131K -1,268 -24%
OLA
663
Oliver Luxxe Assets
New Jersey
$433K
OWA
664
Octavia Wealth Advisors
Ohio
$433K +$423K +4,108 New
SFI
665
Siemens Fonds Invest
Germany
$433K +$425K +4,120 New
RDWM
666
Red Door Wealth Management
Tennessee
$430K -$17.4K -169 -4%
EFS
667
Essex Financial Services
Connecticut
$428K +$188K +1,823 +81%
SB
668
Sunflower Bank
Texas
$427K -$18.1K -176 -4%
ATC
669
Argent Trust Co
Tennessee
$425K -$7.52K -73 -2%
BCP
670
Berkeley Capital Partners
Georgia
$423K -$9.79K -95 -2%
FMWA
671
Forvis Mazars Wealth Advisors
Missouri
$422K -$2.68K -26 -0.6%
ECG
672
Edge Capital Group
Georgia
$422K
HTC
673
Haverford Trust Company
Pennsylvania
$420K
I
674
INVST
Indiana
$415K -$5.05K -49 -1%
JG
675
Jefferies Group
New York
$414K +$405K +3,934 New

PRU Hedge Fund Activity: Q3 2021 in Review

1,093 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2021, worth a combined $22.8B — up 0.36% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PRU positions and 66 closed out — a net gain of 38 holders — while 422 added to existing stakes and 369 trimmed.

The largest buyer was Invesco, adding an estimated $61.6M. The largest seller was Nuveen, cutting an estimated $180M.

  • 1,093 institutional investors held Prudential Financial (PRU) as of Q3 2021, up from 1,071 in Q2 2021.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 104 funds opened new Prudential Financial positions in Q3 2021 and 66 closed out, a net change of +38 holders.
  • The largest Prudential Financial buyer in Q3 2021 was Invesco, an estimated $61.6M added.
  • The largest Prudential Financial seller in Q3 2021 was Nuveen, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.