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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
OQS
776
Occudo Quantitative Strategies
Florida
$220K +$207K +2,414 New
GC
777
Garde Capital
Washington
$218K +$428 +5 +0.2%
SWA
778
Sutton Wealth Advisors
Florida
$217K
PWLP
779
Prio Wealth Limited Partnership
Massachusetts
$216K +$203K +2,366 New
AIM
780
Anchor Investment Management
South Carolina
$215K -$54.8K -640 -21%
PMFA
781
Plante Moran Financial Advisors
Michigan
$214K -$102K -1,189 -34%
LWMG
782
Levy Wealth Management Group
Pennsylvania
$214K +$201K +2,348 New
CC
783
Centiva Capital
New York
$212K -$3.4M -39,664 -94%
CFA
784
CWS Financial Advisors
Michigan
$212K +$200K +2,332 New
LWA
785
Lowe Wealth Advisors
Maryland
$210K +$190K +2,225 +2,928%
SLG
786
Stanley-Laman Group
Pennsylvania
$210K +$197K +2,303 New
CFG
787
Citizens Financial Group
Rhode Island
$210K +$197K +2,306 New
APP
788
Avantax Planning Partners
Iowa
$209K -$30.1K -352 -13%
PL
789
Plancorp LLC
Missouri
$209K +$196K +2,295 New
WWM
790
Western Wealth Management
Colorado
$209K +$196K +2,295 New
OCPWS
791
One Charles Private Wealth Services
Massachusetts
$209K +$197K +2,301 New
MFG
792
Magnus Financial Group
New York
$208K -$71.8K -839 -27%
HL
793
HeadInvest LLC
Maine
$207K +$195K +2,274 New
TA
794
Tiedemann Advisors
New York
$207K +$195K +2,276 New
SFI
795
SPC Financial Inc
Maryland
$207K +$195K +2,277 New
AA
796
Advisory Alpha
Michigan
$205K -$28.6K -334 -13%
AW
797
ACG Wealth
Georgia
$204K +$191K +2,236 New
EFS
798
Essex Financial Services
Connecticut
$204K +$192K +2,243 New
JFA
799
Johanson Financial Advisors
California
$203K +$178K +2,085 New
FMTCOCP
800
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K

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.