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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
AWA
901
Arkadios Wealth Advisors
Georgia
$99K +$309 +3 +0.3%
BC
902
Bartlett & Co
Ohio
$98K -$3.3K -32 -3%
BCWM
903
Bartlett & Co Wealth Management
Ohio
$97.6K -$3.3K -32 -3%
CFA
904
Carroll Financial Associates
North Carolina
$96K -$17K -165 -15%
SIM
905
Sonora Investment Management
Arizona
$96K -$2.68K -26 -3%
CTB
906
Country Trust Bank
Illinois
$96K +$86.9K +843 +1,204%
LB
907
Legacy Bridge
Iowa
$95K
BU
908
BBVA USA
Alabama
$90K -$5.77K -56 -6%
AF
909
Allworth Financial
California
$90K +$29K +281 +49%
JWA
910
JFS Wealth Advisors
Pennsylvania
$85K -$19.7K -191 -19%
KTC
911
Kistler-Tiffany Companies
Pennsylvania
$83K +$25.8K +250 +47%
MWC
912
MBM Wealth Consultants
Missouri
$82K +$7.21K +70 +10%
TC
913
Truvestments Capital
Florida
$81K +$309 +3 +0.4%
SFP
914
Sterling Financial Planning
New Jersey
$81K +$12.5K +121 +19%
SAI
915
Systematic Alpha Investments
New Jersey
$80K +$2.27K +22 +3%
ACM
916
Antonetti Capital Management
Florida
$80K +$78.4K +761 New
GEA
917
Glen Eagle Advisors
New Jersey
$80K
FFC
918
First Financial Corp
Indiana
$79K +$23K +223 +43%
PFBT
919
Parkside Financial Bank & Trust
Missouri
$78K -$2.78K -27 -4%
HWA
920
HHM Wealth Advisors
Tennessee
$78K
COCM
921
Charter Oak Capital Management
New Hampshire
$76K
EW
922
Evoke Wealth
California
$76K
MA
923
Montag & Associates
Georgia
$76K
LTI
924
Laffer Tengler Investments
Tennessee
$75.6K +$927 +9 +1%
MHR
925
Matthew Hamilton Rosenberg
$75K

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.