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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
WAS
976
Winch Advisory Services
Wisconsin
$16K
RIM
977
Rockbridge Investment Management
New York
$16K +$3.08K +36 +26%
KFP
978
KB Financial Partners
New Jersey
$15K +$13.8K +161 New
AIG
979
American International Group
New York
$14.3K -$298K -3,482 -2%
ME
980
McIlrath & Eck
Washington
$14K -$30K -350 -69%
EWA
981
Evolution Wealth Advisors
Florida
$14K
CBT
982
CoreFirst Bank & Trust
Kansas
$14K +$2.91K +34 +29%
CFFP
983
Center for Financial Planning
Michigan
$14K +$10.3K +120 +333%
WP
984
WealthShield Partners
North Carolina
$14K +$13.2K +154 New
BA
985
Bellwether Advisors
Nebraska
$14K +$13.3K +155 New
BFG
986
Baron Financial Group
New Jersey
$13.7K
CSPIA
987
Cary Street Partners Investment Advisory
Virginia
$13K -$268K -3,132 -96%
JFGIW
988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
SC
989
Steph & Co
Wisconsin
$13K
Nisa Investment Advisors
990
Nisa Investment Advisors
Missouri
$12.3K -$715K -8,355 -6%
TWM
991
Tradition Wealth Management
Minnesota
$12K
WFA
992
West Financial Advisors
Iowa
$12K
FCB
993
First Command Bank
Texas
$12K +$86 +1 +0.8%
FCFS
994
First Command Financial Services
Texas
$12K +$86 +1 +0.8%
CCMW
995
Cypress Capital Management (Wyoming)
Wyoming
$12K +$11.1K +130 New
TAM
996
Tucker Asset Management
Colorado
$11.4K -$942 -11 -8%
DTIM
997
Danda Trouve Investment Management
Kansas
$11K
AP
998
Atwood & Palmer
Missouri
$11K +$3.77K +44 +55%
CFD
999
Creative Financial Designs
Indiana
$11K +$4.71K +55 +80%
JFA
1000
JNBA Financial Advisors
Minnesota
$10K

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.