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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
TFA
901
Toth Financial Advisory
Virginia
$45K +$2.14K +25 +5%
AF
902
Arrow Financial
New York
$44K -$12.2K -143 -23%
BWM
903
Baystate Wealth Management
Massachusetts
$44K +$514 +6 +1%
MCA
904
Mercer Capital Advisers
New Jersey
$43K
MFA
905
McClarren Financial Advisors
Pennsylvania
$43K +$514 +6 +1%
AWA
906
Arkadios Wealth Advisors
Georgia
$43K +$36.6K +428 +856%
FWM
907
Filbrandt Wealth Management
Wisconsin
$42K
CWC
908
Carolinas Wealth Consulting
North Carolina
$42K +$514 +6 +1%
SIC
909
Salem Investment Counselors
North Carolina
$41K
SN
910
Sittner & Nelson
Oregon
$39K -$4.54K -53 -11%
CHC
911
City Holding Co
West Virginia
$39K
ADL
912
Asset Dedication LLC
California
$38K
First Manhattan
913
First Manhattan
New York
$38K
MA
914
MCF Advisors
Kentucky
$38K
ZB
915
Zions Bancorporation
Utah
$37K -$7.36K -86 -17%
FEG
916
Financial Enhancement Group
Indiana
$37K +$34.4K +402 New
CB
917
Community Bank
New York
$36K -$4.28K -50 -11%
PCIA
918
Prime Capital Investment Advisors
Kansas
$35K +$13.4K +156 +67%
HS
919
Horan Securities
United States
$33K
TCWM
920
Total Clarity Wealth Management
Illinois
$33K +$30.6K +357 New
NFSG
921
Newbridge Financial Services Group
Florida
$32K
ST
922
Smithfield Trust
Pennsylvania
$31K -$7.62K -89 -21%
SL
923
Savior LLC
Massachusetts
$31K +$257 +3 +0.9%
VanEck Associates
924
VanEck Associates
New York
$31K +$28.8K +336 New
FA
925
Financial Advantage
Maryland
$30K

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.