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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
DSC
951
Duncker Streett & Co
Missouri
$23K
WB
952
Webster Bank
Connecticut
$23K
MAM
953
Marquette Asset Management
Minnesota
$22K
ONST
954
Old North State Trust
North Carolina
$22K
IWP
955
IAG Wealth Partners
Wisconsin
$22K +$171 +2 +0.9%
WPA
956
West Paces Advisors
Georgia
$21.8K
CIA
957
CSat Investment Advisory
Michigan
$21K -$942 -11 -4%
SLF
958
Sun Life Financial
Ontario, Canada
$21K -$171 -2 -0.9%
APC
959
Aspire Private Capital
North Carolina
$21K
BAM
960
Bellevue Asset Management
Washington
$21K
CWA
961
Carolina Wealth Advisors
South Carolina
$21K
WCM
962
Wealthcare Capital Management
Virginia
$21K +$19.5K +228 New
WWMSC
963
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$20.1K +235 New
BAM
964
Barrett Asset Management
New York
$20K
SIAP
965
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
EARNEST Partners
966
EARNEST Partners
Georgia
$19K
FFA
967
Freedman Financial Associates
Massachusetts
$19K
TF
968
TimeScale Financial
Massachusetts
$19K +$171 +2 +0.9%
KFI
969
Key Financial Inc
Pennsylvania
$19K +$2.91K +34 +20%
MAWCM
970
Mine & Arao Wealth Creation & Management
California
$18K
RWG
971
Regal Wealth Group
California
$18K +$86 +1 +0.5%
HF
972
Halpern Financial
Virginia
$17.5K
AP
973
Arlington Partners
Alabama
$17K
PK
974
Pflug Koory
Nebraska
$17K
DOA
975
D'Orazio & Associates
Virginia
$16K

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.