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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
NSIM
701
North Star Investment Management
Illinois
$308K
MAFM
702
Mid Atlantic Financial Management
Pennsylvania
$305K +$29.4K +343 +11%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$305K +$287K +3,349 New
SFM
704
Systematic Financial Management
New Jersey
$301K
BCM
705
Bluefin Capital Management
New York
$301K +$770 +9 +0.3%
FBC
706
Fairfield, Bush & Co
Connecticut
$301K +$283K +3,302 New
C
707
Certuity
Florida
$301K +$283K +3,305 New
RCA
708
Ranch Capital Advisors
Florida
$297K +$100K +1,172 +56%
YIH
709
Y-Intercept (HK)
Hong Kong
$293K -$246K -2,877 -47%
DA
710
Denali Advisors
California
$292K -$6.88M -80,400 -96%
SSG
711
Summit Securities Group
New York
$292K -$265K -3,100 -49%
GWS
712
Glassman Wealth Services
Virginia
$292K +$10.3K +120 +4%
GVAG
713
Great Valley Advisor Group
Delaware
$291K +$342 +4 +0.1%
BIM
714
Baldwin Investment Management
Pennsylvania
$290K
TAM
715
Trust Asset Management
Texas
$290K +$48.5K +566 +22%
T
716
TRUADVICE
Florida
$288K +$17.4K +203 +8%
JIP
717
Jaffetilchin Investment Partners
Florida
$287K +$269K +3,148 New
PFA
718
Pure Financial Advisors
California
$287K +$270K +3,154 New
EAM
719
Evanson Asset Management
California
$284K +$267K +3,117 New
VI
720
Versor Investments
New York
$284K +$267K +3,117 New
NJBEST
721
New Jersey Better Educational Savings Trust
New Jersey
$282K
RB
722
Rodgers Brothers
Pennsylvania
$282K
TPWA
723
TRUE Private Wealth Advisors
Oregon
$281K -$942 -11 -0.4%
SICM
724
Sustainable Insight Capital Management
New York
$281K
ESCM
725
Echo Street Capital Management
New York
$281K +$264K +3,083 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.