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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
GT
801
Glenview Trust
Kentucky
$202K +$190K +2,217 New
AWM
802
Altium Wealth Management
New York
$201K +$188K +2,201 New
BIC
803
Beach Investment Counsel
Pennsylvania
$200K +$188K +2,200 New
VFA
804
Valeo Financial Advisors
Indiana
$197K -$9.33K -109 -5%
ATC
805
Adirondack Trust Company
New York
$193K
HCP
806
Hexagon Capital Partners
Arkansas
$191K +$78.6K +918 +78%
HI
807
Hudock Inc
Pennsylvania
$190K -$3.17K -37 -2%
OC
808
Oakworth Capital
Alabama
$188K -$4.02K -47 -2%
GCM
809
Gables Capital Management
Florida
$175K
FMLI
810
Fukoku Mutual Life Insurance
Japan
$173K
APP
811
Alpha Paradigm Partners
Illinois
$164K +$154K +1,801 New
QCG
812
Quadrant Capital Group
Ohio
$159K +$27.8K +325 +23%
SWP
813
ShoreHaven Wealth Partners
New Jersey
$157K -$42.2K -493 -22%
NIM
814
NuWave Investment Management
New Jersey
$152K +$75.8K +886 +113%
IBOK
815
Independence Bank of Kentucky
Kentucky
$149K -$16.6K -194 -11%
AWM
816
Avior Wealth Management
Nebraska
$148K -$86 -1 -0.1%
TCM
817
Tradewinds Capital Management
Washington
$145K
SCM
818
Silvant Capital Management
Georgia
$140K
OIA
819
Optimum Investment Advisors
Illinois
$139K +$79.2K +925 +154%
HWA
820
Heritage Wealth Advisors
Virginia
$137K +$86 +1 +0.1%
EIP
821
Ellis Investment Partners
Pennsylvania
$134K +$1.2K +14 +1%
BWL
822
Bogart Wealth LLC
Virginia
$129K +$3.85K +45 +3%
TC
823
Trust Company
Kansas
$128K
TFM
824
TFC Financial Management
Massachusetts
$125K
VNA
825
Valley National Advisers
Pennsylvania
$123K

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.