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Prudential Financial

1,199 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, 456 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: 456 | Existing positions reduced: 348

10% more funds holding

Funds holding: 1,0931,199 (+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
1,199
Holders Change
+106
Holders Change %
+9.7%
% of All Funds
18.45%
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
456
Reduced
348
Closed
73
Calls
$402M
Puts
$541M
Net Calls
-$139M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$38M -$8.59M -79,139 -18%
GC
77
Guggenheim Capital
Illinois
$36.8M +$22.6M +208,513 +159%
LPL Financial
78
LPL Financial
California
$36.5M +$3.69M +33,997 +11%
RJA
79
Raymond James & Associates
Florida
$36.3M +$2.42M +22,309 +7%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$35.4M +$1.15M +10,563 +3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$34.1M +$1.28M +11,755 +4%
WCM
82
Wedge Capital Management
North Carolina
$33.2M -$398K -3,669 -1%
MSV
83
MN Services Vermogensbeheer
Netherlands
$32.8M +$804K +7,400 +3%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$32.6M -$258K -2,375 -0.8%
DRZID
85
DePrince Race & Zollo Inc (DRZ)
Florida
$31.5M +$1.65M +15,211 +6%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$30.5M -$3.96M -36,463 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
87
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M -$4.77M -43,900 -14%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$29.5M +$5.6M +51,590 +23%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$27.2M -$282K -2,598 -1%
American Century Companies
90
American Century Companies
Missouri
$26.8M +$657K +6,053 +3%
VLKIM
91
Van Lanschot Kempen Investment Management
Netherlands
$26.7M +$2.43M +22,353 +10%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$26.7M -$91.8K -845 -0.3%
FP
93
Foundry Partners
Minnesota
$26.1M +$106K +975 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
94
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.6M
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$24.5M -$1.17M -10,797 -5%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$24.4M -$928K -8,549 -4%
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$24.1M -$9.68M -89,115 -29%
UCFA
98
United Capital Financial Advisors
Texas
$24.1M +$621K +5,715 +3%
AA
99
ALPS Advisors
Colorado
$23.9M -$702K -6,467 -3%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$23.1M -$2.29M -21,060 -9%

PRU Hedge Fund Activity: Q4 2021 in Review

1,199 of the 6,498 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 456 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.

  • 1,199 institutional investors held Prudential Financial (PRU) as of Q4 2021, up from 1,093 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.