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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
QC
676
Quadrature Capital
United Kingdom
$505K -$811K -7,471 -62%
AP
677
Appleton Partners
Massachusetts
$505K
P
678
&Partners
Tennessee
$503K +$7.93K +73 +2%
LP
679
LMR Partners
United Kingdom
$502K +$503K +4,635 New
Assenagon Asset Management
680
Assenagon Asset Management
Luxembourg
$499K -$18.1K -167 -3%
RA
681
RFG Advisory
Alabama
$499K -$760 -7 -0.2%
KWM
682
Kingsview Wealth Management
Oregon
$498K +$20.6K +190 +4%
RIA
683
Regal Investment Advisors
Michigan
$498K +$29.2K +269 +6%
Cerity Partners
684
Cerity Partners
New York
$498K +$496K +4,569 New
EWA
685
EP Wealth Advisors
California
$492K +$37.9K +349 +8%
MOS
686
MGO One Seven
Ohio
$492K +$493K +4,543 New
BCM
687
BTR Capital Management
California
$491K
ATC
688
Argent Trust Co
Tennessee
$491K +$53.8K +495 +12%
BAM
689
Blueshift Asset Management
New Jersey
$487K +$489K +4,498 New
DMBA
690
Deseret Mutual Benefit Administrators
Utah
$485K -$26.1K -240 -5%
FWP
691
FAS Wealth Partners
Kansas
$483K +$5K +46 +1%
SS
692
Simplicity Solutions
Minnesota
$478K -$118K -1,088 -20%
BCM
693
Brookstone Capital Management
Illinois
$475K -$117K -1,078 -21%
FFMBT
694
First Farmers & Merchants Bank Trust
Tennessee
$472K +$474K +4,362 New
LOAMS
695
Lombard Odier Asset Management (Switzerland)
Switzerland
$471K +$472K +4,350 New
PFPT
696
Pinnacle Financial Partners (Tennessee)
Tennessee
$466K -$5.43K -50 -1%
ARC
697
Advisor Resource Council
Texas
$464K +$466K +4,287 New
AO
698
Advisor OS
Illinois
$463K +$40.6K +374 +10%
Fisher Asset Management
699
Fisher Asset Management
Washington
$457K -$89.9K -828 -16%
TMAM
700
Tokio Marine Asset Management
Japan
$455K +$38.3K +353 +9%

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.