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Prudential Financial

1,200 hedge funds and large institutions have $23.2B invested in Prudential Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 457 increasing their positions, 348 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 73

31% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 348

10% more funds holding

Funds holding: 1,0941,200 (+106)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$428M)

0.71% more ownership

Funds ownership: 56.08%56.79% (+0.71%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less call options, than puts

Call options by funds: $402M | Put options by funds: $541M

Holders
1,200
Holders Change
+106
Holders Change %
+9.69%
% of All Funds
18.46%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
199
Increased
457
Reduced
348
Closed
73
Calls
$402M
Puts
$541M
Net Calls
-$139M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
926
Financial Engines Advisors
California
$201K +$201K +1,852 New
BEI
927
Benjamin Edwards Inc
Missouri
$197K +$158K +1,456 +404%
AWM
928
Avior Wealth Management
Nebraska
$195K +$6.84K +63 +4%
MAM
929
Mystic Asset Management
Rhode Island
$195K +$196K +1,805 New
FWM
930
Focused Wealth Management
New York
$194K +$144K +1,326 +285%
FMII
931
Farmers & Merchants Investments Inc
Nebraska
$193K +$77.3K +712 +67%
AF
932
Allworth Financial
California
$193K +$101K +926 +108%
SN
933
Sittner & Nelson
Oregon
$188K +$17.3K +159 +10%
PCM
934
Penserra Capital Management
California
$187K +$32.1K +296 +21%
NICM
935
Neo Ivy Capital Management
New York
$185K -$1.22M -11,219 -87%
BIP
936
Blueprint Investment Partners
North Carolina
$185K +$10.2K +94 +6%
TCM
937
Tradewinds Capital Management
Washington
$171K -$1.2K -11 -0.7%
ONST
938
Old North State Trust
North Carolina
$171K +$19.5K +180 +13%
GCM
939
Gables Capital Management
Florida
$170K
SCM
940
Silvant Capital Management
Georgia
$166K
HWA
941
Heritage Wealth Advisors
Virginia
$163K
EIP
942
Ellis Investment Partners
Pennsylvania
$163K +$1.41K +13 +0.9%
SM
943
SG3 Management
Puerto Rico
$162K -$1.36M -12,500 -89%
AssetMark Inc
944
AssetMark Inc
California
$159K +$44.1K +406 +38%
CWS
945
Confluence Wealth Services
Pennsylvania
$159K +$160K +1,470 New
IBOK
946
Independence Bank of Kentucky
Kentucky
$156K -$5.43K -50 -3%
OIA
947
Optimum Investment Advisors
Illinois
$154K +$10.9K +100 +8%
CSB
948
City State Bank
Iowa
$154K +$154K +1,420 New
GFPC
949
Global Financial Private Client
Florida
$153K
TC
950
Trust Company
Kansas
$152K

PRU Hedge Fund Activity: Q4 2021 in Review

1,200 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2021, worth a combined $23.2B — up 1.9% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PRU positions and 73 closed out — a net gain of 126 holders — while 457 added to existing stakes and 348 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44.5M. The largest seller was Vanguard Group, cutting an estimated $101M.

  • 1,200 institutional investors held Prudential Financial (PRU) as of Q4 2021, up from 1,094 in Q3 2021.
  • Funds reported $23.2B of Prudential Financial stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 199 funds opened new Prudential Financial positions in Q4 2021 and 73 closed out, a net change of +126 holders.
  • The largest Prudential Financial buyer in Q4 2021 was Citadel Advisors, an estimated $44.5M added.
  • The largest Prudential Financial seller in Q4 2021 was Vanguard Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2021.