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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
OIA
876
Optimum Investment Advisors
Illinois
$139K -$20.6K -200 -13%
CTC
877
Central Trust Company
Missouri
$128K -$7.52K -73 -6%
EWM
878
Evermay Wealth Management
Virginia
$126K -$10.3K -100 -8%
NSB
879
Norway Savings Bank
Maine
$124K -$5.15K -50 -4%
MCM
880
Manchester Capital Management
Vermont
$123K
MIFH
881
Migdal Insurance & Financial Holdings
Israel
$121K +$118K +1,146 New
DZ Bank
882
DZ Bank
Germany
$119K
PWMG
883
Prestige Wealth Management Group
New Jersey
$118K +$16.1K +156 +16%
PG
884
Proffitt & Goodson
Tennessee
$117K +$6.29K +61 +6%
CI
885
CX Institutional
Indiana
$113K +$15.3K +148 +16%
ECM
886
Estabrook Capital Management
New York
$112K +$1.55K +15 +1%
AssetMark Inc
887
AssetMark Inc
California
$112K -$241K -2,335 -69%
BFC
888
Bedel Financial Consulting
Indiana
$112K
FMII
889
Farmers & Merchants Investments Inc
Nebraska
$112K
MCM
890
MV Capital Management
Maryland
$112K +$6.39K +62 +6%
TH
891
TCTC Holdings
Texas
$112K +$109K +1,060 New
TFO
892
Tarbox Family Office
California
$111K -$206 -2 -0.2%
SWM
893
Sugarloaf Wealth Management
Georgia
$108K +$515 +5 +0.5%
PCG
894
Private Capital Group
Connecticut
$107K -$13.3K -129 -11%
WPA
895
West Paces Advisors
Georgia
$107K +$79.9K +775 +324%
FCA
896
FinTrust Capital Advisors
South Carolina
$105K -$20.6K -200 -17%
JPLA
897
Joseph P. Lucia & Associates
New York
$100K -$7.73K -75 -7%
FPS
898
Fieldpoint Private Securities
Connecticut
$100K +$21.6K +210 +28%
FCMT
899
Founders Capital Management (Texas)
Texas
$100K +$36.1K +350 +58%
AIM
900
Arcadia Investment Management
Michigan
$99K

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.