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Prudential Financial

1,071 hedge funds and large institutions have $22.7B invested in Prudential Financial in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 433 increasing their positions, 340 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 81

27% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 340

13% more capital invested

Capital invested by funds: $20B → $22.7B (+$2.64B)

2% more funds holding

Funds holding: 1,0491,071 (+22)

0.56% more ownership

Funds ownership: 55.7%56.26% (+0.56%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

13% less call options, than puts

Call options by funds: $387M | Put options by funds: $445M

Holders
1,071
Holders Change
+22
Holders Change %
+2.1%
% of All Funds
18.64%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
109
Increased
433
Reduced
340
Closed
81
Calls
$387M
Puts
$445M
Net Calls
-$57.5M
Net Calls Change
-$88M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
976
Wagner Wealth Management (South Carolina)
South Carolina
$26K +$2.35K +23 +10%
SC
977
Steph & Co
Wisconsin
$26K +$11.2K +110 +76%
AL
978
ADE LLC
Maryland
$25K
IWP
979
IAG Wealth Partners
Wisconsin
$25K
MAM
980
Marquette Asset Management
Minnesota
$25K
WPA
981
West Paces Advisors
Georgia
$24.5K
CWA
982
Carolina Wealth Advisors
South Carolina
$24K
APC
983
Aspire Private Capital
North Carolina
$23K
BAM
984
Bellevue Asset Management
Washington
$23K
SIAP
985
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
EARNEST Partners
986
EARNEST Partners
Georgia
$22K
FFA
987
Freedman Financial Associates
Massachusetts
$22K
TF
988
TimeScale Financial
Massachusetts
$22K +$306 +3 +1%
KFI
989
Key Financial Inc
Pennsylvania
$20K
MAWCM
990
Mine & Arao Wealth Creation & Management
California
$20K
Jones Financial Companies
991
Jones Financial Companies
Missouri
$20K +$13.4K +131 +190%
HF
992
Halpern Financial
Virginia
$19.7K
AP
993
Arlington Partners
Alabama
$19K
PK
994
Pflug Koory
Nebraska
$19K
DOA
995
D'Orazio & Associates
Virginia
$18K
WAS
996
Winch Advisory Services
Wisconsin
$18K
LAS
997
Lloyd Advisory Services
Georgia
$18K +$7.97K +78 +83%
EWA
998
Evolution Wealth Advisors
Florida
$16K
KFP
999
KB Financial Partners
New Jersey
$16K
ME
1000
McIlrath & Eck
Washington
$16K

PRU Hedge Fund Activity: Q2 2021 in Review

1,071 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2021, worth a combined $22.7B — up 13% from $20B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PRU positions and 81 closed out — a net gain of 28 holders — while 433 added to existing stakes and 340 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Arrowstreet Capital, cutting an estimated $89.6M.

  • 1,071 institutional investors held Prudential Financial (PRU) as of Q2 2021, up from 1,049 in Q1 2021.
  • Funds reported $22.7B of Prudential Financial stock for Q2 2021, up 13% quarter-over-quarter.
  • 109 funds opened new Prudential Financial positions in Q2 2021 and 81 closed out, a net change of +28 holders.
  • The largest Prudential Financial buyer in Q2 2021 was Royal Bank of Canada, an estimated $214M added.
  • The largest Prudential Financial seller in Q2 2021 was Arrowstreet Capital, an estimated $89.6M sold.

Based on aggregated 13F filings for Q2 2021.