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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
VI
701
Versor Investments
New York
$370K -$679K -6,585 -65%
TTWM
702
TCV Trust & Wealth Management
Virginia
$369K
MAFM
703
Mid Atlantic Financial Management
Pennsylvania
$368K -$17K -165 -4%
TFA
704
Teamwork Financial Advisors
Texas
$368K +$27.1K +263 +8%
NSIM
705
North Star Investment Management
Illinois
$366K +$10.3K +100 +3%
CFG
706
Citizens Financial Group
Rhode Island
$366K +$85K +825 +31%
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$365K -$309 -3 -0.1%
NERM
708
New England Research & Management
Illinois
$365K +$357K +3,466 New
MME
709
Meag Munich Ergo
Germany
$364K -$773K -7,505 -68%
SIM
710
Sentry Investment Management
Wisconsin
$363K -$51.9K -504 -13%
RMDI
711
R.M. Davis Inc
Maine
$360K +$1.55K +15 +0.4%
MCM
712
MAI Capital Management
Ohio
$359K +$15.6K +151 +5%
APP
713
Alpha Paradigm Partners
Illinois
$357K
GLA
714
Good Life Advisors
Pennsylvania
$356K +$45.2K +439 +15%
TIAM2
715
Tru Independence Asset Management 2
Oregon
$354K +$16.6K +161 +5%
PBO
716
Peoples Bank (Ohio)
Ohio
$352K
PFS
717
Physicians Financial Services
North Carolina
$352K +$20.6K +200 +6%
GWSG
718
GPS Wealth Strategies Group
Colorado
$352K +$26.5K +257 +8%
BJL
719
Brighton Jones LLC
Washington
$352K +$86.7K +841 +34%
SFM
720
Systematic Financial Management
New Jersey
$347K
VCA
721
Verdence Capital Advisors
Maryland
$346K +$18.2K +177 +6%
KPWS
722
Kestra Private Wealth Services
Texas
$342K +$37.3K +362 +13%
TA
723
TrueWealth Advisors
Alabama
$340K -$21.5K -209 -6%
WTC
724
WhitTier Trust Company
Nevada
$340K -$16.5K -160 -5%
CNBTD
725
Citizens National Bank Trust Department
Mississippi
$339K -$131K -1,275 -28%

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.