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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
GLLW
926
Graves Light Lenhart Wealth
Virginia
$75K +$103 +1 +0.1%
CCM
927
Covington Capital Management
California
$72K
BAM
928
Barrett Asset Management
New York
$71K
ADL
929
Asset Dedication LLC
California
$69K +$24K +233 +57%
WT
930
Washington Trust
Rhode Island
$68K
HWMA
931
Heritage Wealth Management (Arizona)
Arizona
$67K
CHC
932
City Holding Co
West Virginia
$67K +$14.4K +140 +28%
HIA
933
Harbor Investment Advisory
Maryland
$64K
HPC
934
HM Payson & Co
Maine
$64K
LWCFA
935
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K
FEG
936
Financial Enhancement Group
Indiana
$62K +$14.4K +140 +31%
TC
937
Tacita Capital
Ontario, Canada
$60K
GWS
938
Glassman Wealth Services
Virginia
$60K +$2.68K +26 +5%
CWA
939
Clearview Wealth Advisors
Oregon
$59K -$10.3K -100 -15%
PA
940
PSI Advisors
Florida
$59K +$58.1K +564 New
Loomis, Sayles & Company
941
Loomis, Sayles & Company
Massachusetts
$57K +$103 +1 +0.2%
UAML
942
US Asset Management LLC
Pennsylvania
$57K +$55.9K +542 New
LC
943
Lindbrook Capital
California
$54K
MSFP
944
Mark Sheptoff Financial Planning
Connecticut
$53K -$196K -1,900 -79%
MFT
945
Moisand Fitzgerald Tamayo
Florida
$53K
TFA
946
Toth Financial Advisory
Virginia
$52K
BWM
947
Baystate Wealth Management
Massachusetts
$52K +$618 +6 +1%
GI
948
Gradient Investments
Minnesota
$51K -$4.64K -45 -8%
AF
949
Arrow Financial
New York
$51K
FWM
950
Filbrandt Wealth Management
Wisconsin
$51K +$2.47K +24 +5%

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.