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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
OC
726
Oarsman Capital
Wisconsin
$280K -$43.8K -512 -14%
RE
727
RBC Europe
United Kingdom
$280K +$17.8K +208 +7%
FPB
728
First PREMIER Bank
South Dakota
$278K +$26.5K +310 +11%
TA
729
TFG Advisers
Michigan
$277K +$260K +3,039 New
TIAM2
730
Tru Independence Asset Management 2
Oregon
$276K -$577K -6,736 -69%
WP
731
WealthPLAN Partners
Nebraska
$276K +$1.88K +22 +0.8%
TMAM
732
Tokio Marine Asset Management
Japan
$274K +$258K +3,008 New
ET
733
Equitable Trust
Tennessee
$273K
BHA
734
Beech Hill Advisors
New York
$273K +$257K +3,000 New
VCA
735
Verdence Capital Advisors
Maryland
$272K +$31.5K +368 +14%
CAMG
736
CWA Asset Management Group
Florida
$268K -$21K -245 -8%
GWSG
737
GPS Wealth Strategies Group
Colorado
$268K +$252K +2,945 New
GLA
738
Good Life Advisors
Pennsylvania
$265K +$1.2K +14 +0.5%
CBFP
739
Cedar Brook Financial Partners
Ohio
$264K +$20.8K +243 +9%
FMT
740
First Mercantile Trust
Tennessee
$264K +$22.1K +258 +10%
AFP
741
Ausdal Financial Partners
Iowa
$263K +$3.85K +45 +2%
CA
742
Clearstead Advisors
Ohio
$262K
DT
743
Diversified Trust
Tennessee
$261K -$264K -3,082 -52%
BAM
744
Belpointe Asset Management
Nevada
$261K +$108K +1,263 +78%
MCM
745
MAI Capital Management
Ohio
$253K +$4.79K +56 +2%
LSAG
746
Lake Street Advisors Group
New Hampshire
$252K +$1.71K +20 +0.7%
AT
747
Arden Trust
Delaware
$251K
PTC
748
Private Trust Company
Ohio
$248K +$234K +2,728 New
PRC
749
Pearl River Capital
Michigan
$247K +$232K +2,710 New
CCM
750
Compton Capital Management
Rhode Island
$246K -$25.7K -300 -10%

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.