We are live on ! Find out more
PRU icon

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
FCA
826
FinTrust Capital Advisors
South Carolina
$122K +$24.4K +285 +27%
CTC
827
Central Trust Company
Missouri
$120K +$25.3K +295 +29%
BCA
828
Berman Capital Advisors
Georgia
$116K +$43.3K +506 +65%
NSB
829
Norway Savings Bank
Maine
$112K
TWA
830
TCI Wealth Advisors
Arizona
$110K +$15.1K +176 +17%
MCM
831
Manchester Capital Management
Vermont
$107K +$61.8K +722 +160%
S
832
Seeyond
France
$105K
DZ Bank
833
DZ Bank
Germany
$103K
PWMG
834
Prestige Wealth Management Group
New Jersey
$103K -$7.7K -90 -7%
WIM
835
Westside Investment Management
California
$101K -$137K -1,600 -21%
SFSIG
836
San Francisco Sentry Investment Group
California
$99K +$93.3K +1,090 New
FMII
837
Farmers & Merchants Investments Inc
Nebraska
$97K
PG
838
Proffitt & Goodson
Tennessee
$96K
TCOV
839
Trust Company of Vermont
Vermont
$96K
ECM
840
Estabrook Capital Management
New York
$95.2K -$3K -35 -3%
PIM
841
Platinum Investment Management
Australia
$92K -$6.25K -73 -7%
JWA
842
JFS Wealth Advisors
Pennsylvania
$91K +$86 +1 +0.1%
PCM
843
Penserra Capital Management
California
$90K +$13.4K +156 +19%
BCWM
844
Bartlett & Co Wealth Management
Ohio
$87.5K
BC
845
Bartlett & Co
Ohio
$87K
MF
846
Manchester Financial
California
$87K +$5.05K +59 +7%
AIM
847
Arcadia Investment Management
Michigan
$86K +$86 +1 +0.1%
CWP
848
Concord Wealth Partners
Virginia
$86K +$79.9K +933 +5,831%
MCM
849
MV Capital Management
Maryland
$85K +$856 +10 +1%
CFA
850
Carroll Financial Associates
North Carolina
$85K +$14.2K +166 +21%

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.