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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
WP
751
WealthPLAN Partners
Nebraska
$306K +$4.53K +44 +2%
1832 Asset Management
752
1832 Asset Management
Ontario, Canada
$302K +$287K +2,789 +6,339%
APP
753
Avantax Planning Partners
Iowa
$299K +$10.7K +104 +4%
LSA
754
Lion Street Advisors
Texas
$299K +$292K +2,829 New
RE
755
RBC Europe
United Kingdom
$295K -$27.1K -263 -9%
AW
756
ACG Wealth
Georgia
$293K +$1.24K +12 +0.4%
SC
757
Solstein Capital
California
$290K +$1.53M +14,800 New
OC
758
Oarsman Capital
Wisconsin
$285K -$20.1K -195 -7%
CCM
759
Compton Capital Management
Rhode Island
$284K -$10.3K -100 -4%
HCM
760
Huber Capital Management
California
$284K
MW
761
Marcum Wealth
Ohio
$281K +$12.2K +118 +5%
CBFP
762
Cedar Brook Financial Partners
Ohio
$280K -$55.5K -539 -17%
VWA
763
V Wealth Advisors
Kansas
$279K -$19.7K -191 -7%
HI
764
Horizon Investments
North Carolina
$279K +$10.6K +103 +4%
JFA
765
Johanson Financial Advisors
California
$278K +$2.99K +29 +1%
SWA
766
Sax Wealth Advisors
New Jersey
$275K +$270K +2,617 New
PIM
767
Perpetual Investment Management
Australia
$274K
PTC
768
Private Trust Company
Ohio
$271K +$1.65K +16 +0.6%
CWA
769
Centennial Wealth Advisory
Michigan
$271K +$13.8K +134 +5%
MFG
770
Magnus Financial Group
New York
$270K -$515 -5 -0.2%
SCM
771
Shelton Capital Management
Colorado
$270K
PP
772
Patron Partners
Texas
$269K +$19.4K +188 +8%
EDRH
773
Edmond de Rothschild Holding
Switzerland
$268K
SIM
774
SSI Investment Management
California
$267K
FG
775
Fiduciary Group
Georgia
$267K +$10.3K +100 +4%

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.