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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
GT
876
Glenview Trust
Kentucky
$240K
EI
877
Ellevest Inc
New York
$239K -$381K -3,512 -61%
TWM
878
Titus Wealth Management
California
$239K -$14.1K -130 -6%
BIC
879
Beach Investment Counsel
Pennsylvania
$238K
PWLP
880
Prio Wealth Limited Partnership
Massachusetts
$238K
GRP
881
Global Retirement Partners
California
$236K +$6.08K +56 +3%
CWP
882
Concord Wealth Partners
Virginia
$236K +$186K +1,716 +367%
OFA
883
Oak Family Advisors
Illinois
$235K -$292K -2,688 -55%
BB
884
Busey Bank
Illinois
$234K -$32.3K -297 -12%
FMTCOCP
885
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$234K
DDC
886
DF Dent & Co
Maryland
$234K +$234K +2,158 New
ADBIC
887
A.D. Beadell Investment Counsel
Wisconsin
$234K +$235K +2,167 New
OC
888
Oakworth Capital
Alabama
$233K
AWM
889
Accurate Wealth Management
Florida
$231K +$11.7K +108 +5%
DCM
890
DGS Capital Management
New Jersey
$228K +$229K +2,104 New
CNWM
891
Clay Northam Wealth Management
California
$228K +$229K +2,107 New
HWM
892
HB Wealth Management
Georgia
$227K +$227K +2,093 New
AT
893
American Trust
Kentucky
$227K +$228K +2,100 New
MCM
894
Murphy Capital Management
New Jersey
$226K -$37.7K -347 -14%
BFPW
895
BOK Financial Private Wealth
Colorado
$225K +$226K +2,081 New
EHWM
896
Eads & Heald Wealth Management
Georgia
$222K +$4.34K +40 +2%
SAM
897
Silvercrest Asset Management
New York
$221K
CIA
898
Capital Investment Advisors
Georgia
$221K +$222K +2,041 New
HI
899
Humankind Investments
New York
$221K +$222K +2,043 New
GTAM
900
Global Trust Asset Management
Florida
$219K +$220K +2,027 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.