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Prudential Financial

1,093 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

14% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,0711,093 (+22)

0% more capital invested

Capital invested by funds: $22.7B → $22.8B (+$82.7M)

0.18% less ownership

Funds ownership: 56.26%56.08% (-0.18%)

2% less call options, than puts

Call options by funds: $439M | Put options by funds: $448M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,093
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
422
Reduced
369
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
826
King Wealth Management Group
Florida
$224K -$3.81K -37 -2%
GRP
827
Global Retirement Partners
California
$223K +$123K +1,196 +129%
BONH
828
Bank of New Hampshire
New Hampshire
$220K
MWM
829
Minot Wealth Management
Massachusetts
$220K +$216K +2,095 New
HCM
830
Hollencrest Capital Management
California
$220K +$216K +2,096 New
KP
831
Keel Point
Alabama
$219K +$4.02K +39 +2%
AWM
832
Accurate Wealth Management
Florida
$218K +$210K +2,038 New
EN1L
833
Engine No 1 LLC
California
$218K +$214K +2,076 New
PCP
834
Proficio Capital Partners
Massachusetts
$217K +$213K +2,066 New
HB
835
Homrich & Berg
Georgia
$216K -$6.8K -66 -3%
LFF
836
Level Four Financial
Texas
$216K +$211K +2,049 New
SICM
837
Sustainable Insight Capital Management
New York
$215K
SAM
838
Silvercrest Asset Management
New York
$214K
FIM
839
Freedom Investment Management
Connecticut
$213K -$26.7K -259 -11%
MFG
840
MidWestOne Financial Group
Iowa
$213K -$14.4K -140 -6%
PCMC
841
Paragon Capital Management (Colorado)
Colorado
$213K +$208K +2,021 New
SIA
842
SkyView Investment Advisors
New Jersey
$213K +$208K +2,021 New
EHWM
843
Eads & Heald Wealth Management
Georgia
$212K +$207K +2,013 New
BCM
844
BlueCrest Capital Management
Jersey
$212K +$208K +2,016 New
DCM
845
Dupont Capital Management
Delaware
$210K -$434K -4,214 -68%
FAM
846
Fulcrum Asset Management
United Kingdom
$210K
BPCE
847
Bank Pictet & Cie (Europe)
Germany
$210K +$206K +2,000 New
WP
848
WealthSource Partners
California
$209K +$618 +6 +0.3%
MPIA
849
Mountain Pacific Investment Advisers
Idaho
$207K +$202K +1,964 New
IIC
850
Integrated Investment Consultants
Michigan
$207K +$203K +1,971 New

PRU Hedge Fund Activity: Q3 2021 in Review

1,093 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2021, worth a combined $22.8B — up 0.36% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PRU positions and 66 closed out — a net gain of 38 holders — while 422 added to existing stakes and 369 trimmed.

The largest buyer was Invesco, adding an estimated $61.6M. The largest seller was Nuveen, cutting an estimated $180M.

  • 1,093 institutional investors held Prudential Financial (PRU) as of Q3 2021, up from 1,071 in Q2 2021.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 104 funds opened new Prudential Financial positions in Q3 2021 and 66 closed out, a net change of +38 holders.
  • The largest Prudential Financial buyer in Q3 2021 was Invesco, an estimated $61.6M added.
  • The largest Prudential Financial seller in Q3 2021 was Nuveen, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.