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Prudential Financial

1,071 hedge funds and large institutions have $22.7B invested in Prudential Financial in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 433 increasing their positions, 340 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 81

27% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 340

13% more capital invested

Capital invested by funds: $20B → $22.7B (+$2.64B)

2% more funds holding

Funds holding: 1,0491,071 (+22)

0.56% more ownership

Funds ownership: 55.7%56.26% (+0.56%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

13% less call options, than puts

Call options by funds: $387M | Put options by funds: $445M

Holders
1,071
Holders Change
+22
Holders Change %
+2.1%
% of All Funds
18.64%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
109
Increased
433
Reduced
340
Closed
81
Calls
$387M
Puts
$445M
Net Calls
-$57.5M
Net Calls Change
-$88M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
901
Graves Light Lenhart Wealth
Virginia
$73K
MWC
902
MBM Wealth Consultants
Missouri
$73K
MHR
903
Matthew Hamilton Rosenberg
$73K +$102 +1 +0.1%
LTI
904
Laffer Tengler Investments
Tennessee
$72.8K +$511 +5 +0.7%
CCM
905
Covington Capital Management
California
$70K -$1.63K -16 -2%
VRM
906
Vectors Research Management
New York
$70K +$62K +607 +749%
BAM
907
Barrett Asset Management
New York
$69K +$46K +450 +201%
CWA
908
Clearview Wealth Advisors
Oregon
$68K +$67.4K +660 New
WT
909
Washington Trust
Rhode Island
$67K -$3.98K -39 -6%
SFP
910
Sterling Financial Planning
New Jersey
$67K +$204 +2 +0.3%
HWMA
911
Heritage Wealth Management (Arizona)
Arizona
$66K
HFA
912
Hoover Financial Advisors
Pennsylvania
$66K +$2.04K +20 +3%
Group One Trading
913
Group One Trading
Illinois
$64K +$63.8K +625 New
HIA
914
Harbor Investment Advisory
Maryland
$62K
HPC
915
HM Payson & Co
Maine
$62K
FCMT
916
Founders Capital Management (Texas)
Texas
$61K
LWCFA
917
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K +$61.3K +600 New
AF
918
Allworth Financial
California
$59K +$2.15K +21 +4%
TC
919
Tacita Capital
Ontario, Canada
$58K
FHC
920
First Horizon Corporation
Tennessee
$57K -$2.25K -22 -4%
FFG
921
Ford Financial Group
California
$57K +$57.1K +559 New
GWS
922
Glassman Wealth Services
Virginia
$56K -$271K -2,654 -83%
Loomis, Sayles & Company
923
Loomis, Sayles & Company
Massachusetts
$56K -$22.2K -217 -29%
KTC
924
Kistler-Tiffany Companies
Pennsylvania
$55K
FFC
925
First Financial Corp
Indiana
$54K -$6.95K -68 -12%

PRU Hedge Fund Activity: Q2 2021 in Review

1,071 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2021, worth a combined $22.7B — up 13% from $20B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PRU positions and 81 closed out — a net gain of 28 holders — while 433 added to existing stakes and 340 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Arrowstreet Capital, cutting an estimated $89.6M.

  • 1,071 institutional investors held Prudential Financial (PRU) as of Q2 2021, up from 1,049 in Q1 2021.
  • Funds reported $22.7B of Prudential Financial stock for Q2 2021, up 13% quarter-over-quarter.
  • 109 funds opened new Prudential Financial positions in Q2 2021 and 81 closed out, a net change of +28 holders.
  • The largest Prudential Financial buyer in Q2 2021 was Royal Bank of Canada, an estimated $214M added.
  • The largest Prudential Financial seller in Q2 2021 was Arrowstreet Capital, an estimated $89.6M sold.

Based on aggregated 13F filings for Q2 2021.