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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
WA
851
Wealthstar Advisors
Texas
$204K -$722K -7,005 -78%
FVWA
852
Foster Victor Wealth Advisors
South Carolina
$204K -$39.5K -383 -16%
FA
853
Fountainhead AM
New Jersey
$200K +$196K +1,900 New
AWM
854
Avior Wealth Management
Nebraska
$183K -$10.9K -106 -6%
PMFA
855
Plante Moran Financial Advisors
Michigan
$181K -$117K -1,131 -40%
SOW
856
State of Wyoming
Wyoming
$177K +$51.7K +502 +42%
BIP
857
Blueprint Investment Partners
North Carolina
$170K +$166K +1,614 New
TCM
858
Tradewinds Capital Management
Washington
$168K
SN
859
Sittner & Nelson
Oregon
$166K +$119K +1,150 +271%
GCM
860
Gables Capital Management
Florida
$165K
SCM
861
Silvant Capital Management
Georgia
$162K
CAM
862
Cozad Asset Management
Illinois
$158K +$155K +1,505 New
HWA
863
Heritage Wealth Advisors
Virginia
$158K +$103 +1 +0.1%
EIP
864
Ellis Investment Partners
Pennsylvania
$157K +$1.34K +13 +0.9%
IBOK
865
Independence Bank of Kentucky
Kentucky
$156K
MA
866
MCF Advisors
Kentucky
$153K +$2.16K +21 +1%
BWL
867
Bogart Wealth LLC
Virginia
$152K +$2.47K +24 +2%
PCM
868
Penserra Capital Management
California
$150K +$14.5K +141 +11%
GFPC
869
Global Financial Private Client
Florida
$150K
ONST
870
Old North State Trust
North Carolina
$148K
TC
871
Trust Company
Kansas
$147K
Lazard Asset Management
872
Lazard Asset Management
New York
$147K +$133K +1,287 +1,091%
TWA
873
TCI Wealth Advisors
Arizona
$146K +$10.3K +100 +8%
TFM
874
TFC Financial Management
Massachusetts
$144K
VNA
875
Valley National Advisers
Pennsylvania
$142K -$5.05K -49 -3%

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.