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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
DWT
676
Dorsey & Whitney Trust
South Dakota
$351K -$10.6K -124 -3%
APW
677
Aurora Private Wealth
New Jersey
$347K +$75K +876 +30%
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$343K
P
679
Pitcairn
Pennsylvania
$342K +$32.4K +378 +11%
PFPT
680
Pinnacle Financial Partners (Tennessee)
Tennessee
$338K +$22.6K +264 +8%
FP
681
Financial Perspectives
Minnesota
$338K +$2.61M +30,454 +9,010%
VWA
682
V Wealth Advisors
Kansas
$337K +$52K +608 +20%
FB
683
Fulton Bank
Pennsylvania
$334K -$67.2K -785 -18%
ATC
684
Argent Trust Co
Tennessee
$334K -$16.4K -191 -5%
TA
685
TrueWealth Advisors
Alabama
$331K
CCA
686
Checchi Capital Advisers
California
$330K -$2.48K -29 -0.8%
RM
687
Resource Management
Louisiana
$330K
TTWM
688
TCV Trust & Wealth Management
Virginia
$330K
BWM
689
BerganKDV Wealth Management
Minnesota
$324K +$171 +2 +0.1%
MWM
690
Mission Wealth Management
California
$324K +$304K +3,554 New
EF
691
Empirical Finance
Pennsylvania
$320K
KPWS
692
Kestra Private Wealth Services
Texas
$318K +$19.9K +233 +7%
CG
693
Caprock Group
Idaho
$317K -$20.2K -236 -6%
FUBT
694
First United Bank & Trust
Maryland
$317K +$76K +888 +34%
IAN
695
Integrated Advisors Network
Texas
$316K +$34.2K +400 +13%
EWA
696
EP Wealth Advisors
California
$313K +$60.2K +703 +26%
22CM
697
20/20 Capital Management
California
$311K
RMDI
698
R.M. Davis Inc
Maine
$310K
WTC
699
WhitTier Trust Company
Nevada
$309K +$19.7K +230 +7%
PCM
700
Prelude Capital Management
New York
$309K +$290K +3,392 New

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.