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Prudential Financial

1,200 hedge funds and large institutions have $23.2B invested in Prudential Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 457 increasing their positions, 348 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 73

31% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 348

10% more funds holding

Funds holding: 1,0941,200 (+106)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$428M)

0.71% more ownership

Funds ownership: 56.08%56.79% (+0.71%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less call options, than puts

Call options by funds: $402M | Put options by funds: $541M

Holders
1,200
Holders Change
+106
Holders Change %
+9.69%
% of All Funds
18.46%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
199
Increased
457
Reduced
348
Closed
73
Calls
$402M
Puts
$541M
Net Calls
-$139M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
751
Herold Advisors
New York
$377K -$21.7K -200 -5%
NSIM
752
North Star Investment Management
Illinois
$377K
WWM
753
Western Wealth Management
Colorado
$377K +$381K +3,508 New
TTWM
754
TCV Trust & Wealth Management
Virginia
$374K -$5.43K -50 -1%
WP
755
WMS Partners
Maryland
$370K -$108K -995 -23%
GWSG
756
GPS Wealth Strategies Group
Colorado
$370K +$7.06K +65 +2%
BWM
757
BlackDiamond Wealth Management
New York
$370K +$371K +3,416 New
HW
758
Hancock Whitney
Mississippi
$369K -$220K -2,027 -37%
APP
759
Alpha Paradigm Partners
Illinois
$368K
RCA
760
Ranch Capital Advisors
Florida
$368K +$27.4K +252 +8%
TIAM2
761
Tru Independence Asset Management 2
Oregon
$367K +$2.39K +22 +0.7%
VCA
762
Verdence Capital Advisors
Maryland
$367K +$10.9K +100 +3%
CW
763
CreativeOne Wealth
Kansas
$367K +$119K +1,098 +48%
GLA
764
Good Life Advisors
Pennsylvania
$363K -$3.26K -30 -0.9%
PFS
765
Physicians Financial Services
North Carolina
$363K
HI
766
Hudock Inc
Pennsylvania
$361K +$121K +1,116 +50%
PBO
767
Peoples Bank (Ohio)
Ohio
$360K -$2.71K -25 -0.7%
CWM
768
Cornerstone Wealth Management
Missouri
$357K -$19.9K -183 -5%
SFM
769
Systematic Financial Management
New Jersey
$357K
MGP
770
Metis Global Partners
California
$357K +$359K +3,302 New
CA
771
Clearstead Advisors
Ohio
$356K +$18.2K +168 +5%
GVAG
772
Great Valley Advisor Group
Delaware
$353K +$15.6K +144 +5%
AA
773
Aire Advisors
California
$343K +$343K +3,162 New
SFA
774
Sequoia Financial Advisors
Ohio
$339K +$340K +3,128 New
PFA
775
Pure Financial Advisors
California
$336K -$12.7K -117 -4%

PRU Hedge Fund Activity: Q4 2021 in Review

1,200 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2021, worth a combined $23.2B — up 1.9% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PRU positions and 73 closed out — a net gain of 126 holders — while 457 added to existing stakes and 348 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44.5M. The largest seller was Vanguard Group, cutting an estimated $101M.

  • 1,200 institutional investors held Prudential Financial (PRU) as of Q4 2021, up from 1,094 in Q3 2021.
  • Funds reported $23.2B of Prudential Financial stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 199 funds opened new Prudential Financial positions in Q4 2021 and 73 closed out, a net change of +126 holders.
  • The largest Prudential Financial buyer in Q4 2021 was Citadel Advisors, an estimated $44.5M added.
  • The largest Prudential Financial seller in Q4 2021 was Vanguard Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2021.