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Prudential Financial

1,093 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

14% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,0711,093 (+22)

0% more capital invested

Capital invested by funds: $22.7B → $22.8B (+$82.7M)

0.18% less ownership

Funds ownership: 56.26%56.08% (-0.18%)

2% less call options, than puts

Call options by funds: $439M | Put options by funds: $448M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,093
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
422
Reduced
369
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
976
Financial Advantage
Maryland
$34K
RTC
977
Riverview Trust Company
Washington
$34K
TFIPS
978
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.7K
PFSC
979
Peoples Financial Services Corp
Pennsylvania
$33K
PCC
980
Park Circle Company
Maryland
$32K
BIA
981
Bell Investment Advisors
California
$32K +$31.5K +306 New
GAM
982
Gemmer Asset Management
California
$31K -$1.85K -18 -6%
HR
983
Howe & Rusling
New York
$30K
TIM
984
Tortoise Investment Management
New York
$30K
WWMSC
985
Wagner Wealth Management (South Carolina)
South Carolina
$29K +$206 +2 +0.8%
ME
986
McIlrath & Eck
Washington
$29K +$12.7K +123 +79%
SC
987
SouthState Corp
Florida
$29K +$28.4K +276 New
RIM
988
Rockbridge Investment Management
New York
$28K -$2.58K -25 -9%
TFGT
989
TS Financial Group (TSFG)
Illinois
$28K
IWA
990
IBEX Wealth Advisors
New Jersey
$28K +$27.5K +267 New
KFS
991
Kelly Financial Services
Massachusetts
$27.3K -$2.71M -26,249 -99%
APWA
992
Atlas Private Wealth Advisors
New Jersey
$27K -$7.42K -72 -22%
SWA
993
SOA Wealth Advisors
New York
$27K
TCWM
994
Total Clarity Wealth Management
Illinois
$27K +$26.6K +258 New
AL
995
ADE LLC
Maryland
$26K
DSC
996
Duncker Streett & Co
Missouri
$26K
CWA
997
Carolina Wealth Advisors
South Carolina
$25K
IWP
998
IAG Wealth Partners
Wisconsin
$25K
MAM
999
Marquette Asset Management
Minnesota
$25K
APC
1000
Aspire Private Capital
North Carolina
$24K

PRU Hedge Fund Activity: Q3 2021 in Review

1,093 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2021, worth a combined $22.8B — up 0.36% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PRU positions and 66 closed out — a net gain of 38 holders — while 422 added to existing stakes and 369 trimmed.

The largest buyer was Invesco, adding an estimated $61.6M. The largest seller was Nuveen, cutting an estimated $180M.

  • 1,093 institutional investors held Prudential Financial (PRU) as of Q3 2021, up from 1,071 in Q2 2021.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 104 funds opened new Prudential Financial positions in Q3 2021 and 66 closed out, a net change of +38 holders.
  • The largest Prudential Financial buyer in Q3 2021 was Invesco, an estimated $61.6M added.
  • The largest Prudential Financial seller in Q3 2021 was Nuveen, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.