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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
SWA
826
Sax Wealth Advisors
New Jersey
$284K +$760 +7 +0.3%
PIM
827
Perpetual Investment Management
Australia
$281K
MFG
828
Magnus Financial Group
New York
$280K +$2.28K +21 +0.8%
EN1L
829
Engine No 1 LLC
California
$280K +$55.3K +509 +25%
NP
830
NorthRock Partners
Minnesota
$280K +$281K +2,584 New
IP
831
Investment Partners
Ohio
$280K +$281K +2,587 New
Simplex Trading
832
Simplex Trading
Illinois
$279K -$1.49M -13,743 -84%
GCAC
833
Guardian Capital Advisors (Canada)
Ontario, Canada
$277K -$3.8K -35 -1%
SW
834
SteelPeak Wealth
California
$276K -$69.3K -638 -20%
SIM
835
SSI Investment Management
California
$274K -$543 -5 -0.2%
CCM
836
Compton Capital Management
Rhode Island
$271K -$21.7K -200 -7%
FFN
837
Focus Financial Network
Minnesota
$271K +$272K +2,500 New
PL
838
Plancorp LLC
Missouri
$269K +$4.89K +45 +2%
SFI
839
SPC Financial Inc
Maryland
$268K +$21.7K +200 +9%
SCM
840
Shelton Capital Management
Colorado
$266K -$12.7K -117 -5%
FWM
841
Frontier Wealth Management
Missouri
$266K
GCM
842
Gladius Capital Management
Illinois
$266K +$267K +2,456 New
MWM
843
Mission Wealth Management
California
$265K -$117K -1,074 -30%
AFG
844
Allegheny Financial Group
Pennsylvania
$263K +$5.43K +50 +2%
QCG
845
Quadrant Capital Group
Ohio
$263K +$12.7K +117 +5%
ClearBridge Investments
846
ClearBridge Investments
New York
$262K
GC
847
Garde Capital
Washington
$260K +$543 +5 +0.2%
FG
848
Fiduciary Group
Georgia
$260K +$5.43K +50 +2%
Massachusetts Financial Services
849
Massachusetts Financial Services
Massachusetts
$259K -$4.13K -38 -2%
PCA
850
Personal Capital Advisors
California
$259K +$260K +2,390 New

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.