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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
NJBEST
776
New Jersey Better Educational Savings Trust
New Jersey
$336K
AFP
777
Ausdal Financial Partners
Iowa
$334K +$18.9K +174 +6%
PPWM
778
Paragon Private Wealth Management
Kentucky
$334K +$335K +3,082 New
HWM
779
Hohimer Wealth Management
Washington
$333K -$391K -3,602 -54%
DT
780
Diversified Trust
Tennessee
$333K +$6.19K +57 +2%
TPWA
781
TRUE Private Wealth Advisors
Oregon
$332K -$5.43K -50 -2%
PTC
782
Private Trust Company
Ohio
$332K +$53.3K +491 +19%
NWA
783
Navis Wealth Advisors
New York
$327K +$2.06K +19 +0.6%
ET
784
Equitable Trust
Tennessee
$325K
C
785
Certuity
Florida
$325K +$109 +1 +0%
DHFB
786
Dixon Hubard Feinour & Brown
Virginia
$324K +$83.1K +765 +34%
WP
787
WealthPLAN Partners
Nebraska
$323K
GA
788
Geller Advisors
New York
$323K +$543 +5 +0.2%
APP
789
Avantax Planning Partners
Iowa
$322K +$14.8K +136 +5%
CBFP
790
Cedar Brook Financial Partners
Ohio
$322K +$33.7K +310 +12%
FPB
791
First PREMIER Bank
South Dakota
$320K -$6.52K -60 -2%
KA
792
Kovack Advisors
Florida
$317K -$18.4K -169 -5%
AR
793
Advisory Research
Illinois
$317K
Impax Asset Management Group
794
Impax Asset Management Group
United Kingdom
$316K -$8.69K -80 -3%
RCM
795
RNC Capital Management
California
$316K +$317K +2,920 New
AWM
796
Axxcess Wealth Management
California
$315K +$316K +2,909 New
CS
797
Cannell & Spears
New York
$314K +$315K +2,904 New
LSA
798
Lion Street Advisors
Texas
$312K +$5K +46 +2%
QIM
799
Quantitative Investment Management
Virginia
$312K +$38.1K +351 +14%
SF
800
Symphony Financial
Texas
$312K +$50.2K +462 +19%

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.