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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
PCFFS
926
Pacific Center for Financial Services
California
$30K
RTC
927
Riverview Trust Company
Washington
$30K
SSB
928
Sandy Spring Bank
Maryland
$30K
TFIPS
929
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.2K
H
930
Hexavest
Quebec, Canada
$29K -$27.9K -326 -51%
CBT
931
Central Bank & Trust
Kentucky
$29K
GAM
932
Grandview Asset Management
Pennsylvania
$29K +$27.1K +317 New
GFPC
933
Global Financial Private Client
Florida
$28.6K
PFSC
934
Peoples Financial Services Corp
Pennsylvania
$28K
APWA
935
Atlas Private Wealth Advisors
New Jersey
$28K +$86 +1 +0.3%
GAM
936
Gemmer Asset Management
California
$27K
PCC
937
Park Circle Company
Maryland
$27K
MWP
938
Meridian Wealth Partners
Pennsylvania
$27K +$25.5K +298 New
HR
939
Howe & Rusling
New York
$26K
TIM
940
Tortoise Investment Management
New York
$26K
TFS
941
TrustCore Financial Services
Tennessee
$26K +$7.62K +89 +47%
TFGT
942
TS Financial Group (TSFG)
Illinois
$25K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
943
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24K -$13.5M -158,222 -100%
M
944
MOTCO
Texas
$24K -$9.33K -109 -29%
JWM
945
Janiczek Wealth Management
Colorado
$24K +$6.51K +76 +40%
ETC
946
Exchange Traded Concepts
Oklahoma
$24K +$22.9K +268 New
KFS
947
Kelly Financial Services
Massachusetts
$23.5K +$86 +1 +0.4%
SWA
948
SOA Wealth Advisors
New York
$23K -$86 -1 -0.4%
AL
949
ADE LLC
Maryland
$23K
CHA
950
Carmichael Hill & Associates
Maryland
$23K

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.