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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
EFSCE
851
Enterprise Financial Services Corp (EFSC)
Missouri
$84K +$3.68K +43 +5%
SIM
852
Sonora Investment Management
Arizona
$83K -$11K -128 -12%
LB
853
Legacy Bridge
Iowa
$82K +$47.1K +550 +157%
PCG
854
Private Capital Group
Connecticut
$79K +$17.3K +202 +30%
CI
855
CX Institutional
Indiana
$76K +$13.4K +156 +23%
GEA
856
Glen Eagle Advisors
New Jersey
$73.7K
TC
857
Truvestments Capital
Florida
$71K -$342 -4 -0.5%
BFC
858
Bedel Financial Consulting
Indiana
$71K
MC
859
Maverick Capital
Texas
$70K -$81K -946 -55%
Loomis, Sayles & Company
860
Loomis, Sayles & Company
Massachusetts
$69K -$1.46K -17 -2%
HWA
861
HHM Wealth Advisors
Tennessee
$69K
PFBT
862
Parkside Financial Bank & Trust
Missouri
$68K +$514 +6 +0.8%
EW
863
Evoke Wealth
California
$66K
MA
864
Montag & Associates
Georgia
$66K +$4.79K +56 +8%
COCM
865
Charter Oak Capital Management
New Hampshire
$66K +$8.73K +102 +16%
GLLW
866
Graves Light Lenhart Wealth
Virginia
$65K +$86 +1 +0.1%
HFA
867
Hoover Financial Advisors
Pennsylvania
$65K +$86 +1 +0.2%
MHR
868
Matthew Hamilton Rosenberg
$65K +$22.9K +268 +61%
CFO
869
CVA Family Office
Colorado
$65K +$60.8K +710 New
LTI
870
Laffer Tengler Investments
Tennessee
$64.2K -$8.9K -104 -13%
SAI
871
Systematic Alpha Investments
New Jersey
$64K
CCM
872
Covington Capital Management
California
$64K +$7.79K +91 +15%
MWC
873
MBM Wealth Consultants
Missouri
$64K +$13.9K +162 +30%
WT
874
Washington Trust
Rhode Island
$62K +$86 +1 +0.1%
GRP
875
Global Retirement Partners
California
$59K +$24.1K +281 +76%

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.