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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
IPW
1001
IronBridge Private Wealth
Texas
$10K +$86 +1 +1%
LAS
1002
Lloyd Advisory Services
Georgia
$9K -$4.02K -47 -33%
SPWG
1003
Sage Private Wealth Group
Illinois
$9K
JMF
1004
Johnson Midwest Financial
Iowa
$9K +$86 +1 +1%
HWM
1005
HighMark Wealth Management
Minnesota
$9K +$171 +2 +2%
BCPWM
1006
Bradley & Co Private Wealth Management
Florida
$9K +$8.05K +94 New
NIC
1007
Northwest Investment Counselors
Oregon
$9K +$8.56K +100 New
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$9K +$8.65K +101 New
SIS
1009
Sound Income Strategies
Florida
$8.38K -$6.25K -73 -44%
MLFP
1010
MPS Loria Financial Planners
Illinois
$8K
PGAM
1011
Princeton Global Asset Management
New Jersey
$8K
RBC
1012
Roble Belko & Company
Pennsylvania
$8K
PSIWM
1013
Paradigm Strategies in Wealth Management
Minnesota
$8K +$7.36K +86 New
TAIM
1014
TD Ameritrade Investment Management
Nebraska
$7K
VRM
1015
Vectors Research Management
New York
$7K
CTB
1016
Country Trust Bank
Illinois
$6K
Jones Financial Companies
1017
Jones Financial Companies
Missouri
$6K +$5.91K +69 New
CWAF
1018
Core Wealth Advisors (Florida)
Florida
$5K
LWANC
1019
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
LWM
1020
Liberty Wealth Management
California
$5K
DI
1021
Disciplined Investments
Oklahoma
$5K +$4.79K +56 New
AIC
1022
Archer Investment Corporation
Indiana
$4.55K
BEI
1023
Benjamin Edwards Inc
Missouri
$4K
CWM
1024
Cranbrook Wealth Management
Michigan
$4K
MRCM
1025
M&R Capital Management
New Jersey
$4K

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.