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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
Nisa Investment Advisors
1001
Nisa Investment Advisors
Missouri
$15.9K +$2.03M +19,909 +15%
AIG
1002
American International Group
New York
$15.7K -$374K -3,664 -2%
BFG
1003
Baron Financial Group
New Jersey
$15.4K
CBT
1004
CoreFirst Bank & Trust
Kansas
$15K
JFGIW
1005
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
VCM
1006
Versant Capital Management
Arizona
$14K -$1.78M -17,388 -99%
GKIM
1007
GW&K Investment Management
Massachusetts
$14K +$13.7K +134 New
FCB
1008
First Command Bank
Texas
$13K -$306 -3 -2%
FCFS
1009
First Command Financial Services
Texas
$13K -$306 -3 -2%
CCMW
1010
Cypress Capital Management (Wyoming)
Wyoming
$13K
WFA
1011
West Financial Advisors
Iowa
$13K
TAM
1012
Tucker Asset Management
Colorado
$12.8K
Lazard Asset Management
1013
Lazard Asset Management
New York
$12K -$42.8K -419 -78%
DTIM
1014
Danda Trouve Investment Management
Kansas
$12K
SB
1015
Strategic Blueprint
Georgia
$12K +$11.5K +113 New
LPWM
1016
Lake Point Wealth Management
Texas
$12K +$11.6K +114 New
JFA
1017
JNBA Financial Advisors
Minnesota
$11K
IPW
1018
IronBridge Private Wealth
Texas
$11K +$102 +1 +1%
WIM
1019
Westside Investment Management
California
$10.6K -$204K -2,000 -33%
BCPWM
1020
Bradley & Co Private Wealth Management
Florida
$10K
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$10K
SPWG
1022
Sage Private Wealth Group
Illinois
$10K
HWM
1023
HighMark Wealth Management
Minnesota
$10K +$102 +1 +1%
JMF
1024
Johnson Midwest Financial
Iowa
$10K +$102 +1 +1%
CFG
1025
CKW Financial Group
Hawaii
$10K +$10.1K +99 New

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.