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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
Principal Financial Group
51
Principal Financial Group
Iowa
$49.8M -$1.82M -21,296 -4%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$48.8M -$1.17M -13,617 -2%
Squarepoint
53
Squarepoint
New York
$46.6M +$25.4M +296,579 +138%
GLA
54
Great Lakes Advisors
Illinois
$45.1M -$2.42M -28,256 -5%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$44.6M -$13.6M -159,000 -24%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$43.4M -$2.9M -33,902 -7%
Truist Financial
57
Truist Financial
North Carolina
$43.2M -$919K -10,738 -2%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$41.2M +$1.86M +21,700 +5%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$40.4M +$1.84M +21,542 +5%
Canada Life
60
Canada Life
Manitoba, Canada
$39.7M -$1.39M -16,277 -4%
RCAMU
61
Rothschild & Co Asset Management US
Connecticut
$39M -$1.35M -15,721 -4%
Swedbank
62
Swedbank
Sweden
$38.8M +$36.5M +425,878 New
PCM
63
Prana Capital Management
Connecticut
$38.5M +$2.38M +27,793 +7%
MWNA
64
Marshall Wace North America
New York
$37.2M +$4.92M +57,526 +16%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.1M -$535K -6,248 -2%
AT
66
AMF Tjänstepension
Sweden
$35.5M -$6.25K -73 -0%
SAM
67
Storebrand Asset Management
Norway
$34.7M +$4.28M +49,944 +15%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$33.8M +$3.05M +35,640 +11%
Marshall Wace
69
Marshall Wace
United Kingdom
$33.6M -$14.5M -169,384 -31%
ATI
70
Act Two Investors
California
$33.3M +$1.38M +16,136 +5%
ECM
71
Evergreen Capital Management
Washington
$32.7M -$431K -5,038 -1%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$32M -$2.23M -26,089 -7%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$31.9M +$1.71M +19,992 +6%
Axa
74
Axa
France
$31.8M -$2.65M -30,939 -8%
DRZID
75
DePrince Race & Zollo Inc (DRZ)
Florida
$31.4M -$414K -4,834 -1%

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.