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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
GCAC
751
Guardian Capital Advisors (Canada)
Ontario, Canada
$246K -$25.3K -295 -10%
HCM
752
Huber Capital Management
California
$246K +$231K +2,700 New
PNC
753
Park National Corp
Ohio
$245K +$231K +2,693 New
AWA
754
Arete Wealth Advisors
Illinois
$243K +$229K +2,672 New
GA
755
Geller Advisors
New York
$242K +$84.8K +991 +59%
MS
756
Maven Securities
Jersey
$240K -$464K -5,416 -67%
QI
757
Qtron Investments
Massachusetts
$239K
PIM
758
Perpetual Investment Management
Australia
$236K
SCM
759
Shelton Capital Management
Colorado
$234K -$10.4K -121 -4%
VCWA
760
Vanguard Capital Wealth Advisors
Colorado
$233K +$212K +2,482 New
EDRH
761
Edmond de Rothschild Holding
Switzerland
$232K
MW
762
Marcum Wealth
Ohio
$231K +$217K +2,533 New
SIM
763
SSI Investment Management
California
$231K +$217K +2,536 New
BB
764
Busey Bank
Illinois
$229K -$56.8K -663 -21%
TCM
765
TD Capital Management
Tennessee
$229K
MSFP
766
Mark Sheptoff Financial Planning
Connecticut
$228K +$17.1K +200 +9%
KPW
767
Kore Private Wealth
New York
$228K +$214K +2,501 New
BJL
768
Brighton Jones LLC
Washington
$228K +$214K +2,505 New
HI
769
Horizon Investments
North Carolina
$227K +$213K +2,487 New
Los Angeles Capital Management
770
Los Angeles Capital Management
California
$227K +$213K +2,491 New
ClearBridge Investments
771
ClearBridge Investments
New York
$225K +$211K +2,466 New
BAIA
772
Bel Air Investment Advisors
California
$223K +$209K +2,446 New
FG
773
Fiduciary Group
Georgia
$221K +$188K +2,200 New
FVWA
774
Foster Victor Wealth Advisors
South Carolina
$221K +$199K +2,324 New
NWA
775
Navis Wealth Advisors
New York
$220K +$104K +1,215 +101%

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.