We are live on ! Find out more
PRU icon

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
HI
801
Horizon Investments
North Carolina
$309K +$24.8K +228 +9%
CFA
802
CWS Financial Advisors
Michigan
$308K +$309K +2,844 New
AW
803
ACG Wealth
Georgia
$303K +$2.06K +19 +0.7%
KW
804
KWB Wealth
California
$303K +$304K +2,801 New
CWA
805
Centennial Wealth Advisory
Michigan
$302K +$23K +212 +8%
RPCONE
806
Retirement Planning Company of New England
Rhode Island
$302K +$304K +2,797 New
BJL
807
Brighton Jones LLC
Washington
$301K -$62.1K -572 -17%
PAS
808
Park Avenue Securities
New York
$301K +$30.5K +281 +11%
SLF
809
Sun Life Financial
Ontario, Canada
$301K +$302K +2,785 New
WTC
810
WhitTier Trust Company
Nevada
$300K -$50.2K -462 -14%
JIP
811
Jaffetilchin Investment Partners
Florida
$300K -$32.3K -297 -10%
VWA
812
V Wealth Advisors
Kansas
$299K +$12.1K +111 +4%
MW
813
Marcum Wealth
Ohio
$298K +$8.69K +80 +3%
BFS
814
Bradley Foster & Sargent
Connecticut
$295K +$296K +2,730 New
HI
815
Harbour Investments
Wisconsin
$294K -$853K -7,853 -74%
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$294K +$30.3K +279 +11%
HCM
817
Huber Capital Management
California
$292K
MAM
818
Madison Asset Management
Wisconsin
$292K +$293K +2,698 New
CH
819
CVS Health
Rhode Island
$290K +$291K +2,683 New
JFA
820
Johanson Financial Advisors
California
$289K +$3.04K +28 +1%
BONH
821
Bank of New Hampshire
New Hampshire
$286K +$54.3K +500 +23%
EAM
822
Evanson Asset Management
California
$286K +$287K +2,638 New
RFA
823
Resurgent Financial Advisors
Georgia
$286K +$287K +2,642 New
SEC
824
Seven Eight Capital
New York
$286K +$287K +2,642 New
SWA
825
Sutton Wealth Advisors
Florida
$285K +$26.5K +244 +10%

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.