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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
BAM
1001
Bellevue Asset Management
Washington
$24K
SIAP
1002
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
FFA
1003
Freedman Financial Associates
Massachusetts
$23K
TF
1004
TimeScale Financial
Massachusetts
$23K +$206 +2 +0.9%
CHA
1005
Carmichael Hill & Associates
Maryland
$22K -$4.12K -40 -16%
EARNEST Partners
1006
EARNEST Partners
Georgia
$22K
CH
1007
Canton Hathaway
Rhode Island
$22K +$21.6K +210 New
TAIM
1008
TD Ameritrade Investment Management
Nebraska
$22K +$30.5K +296 +617%
TFS
1009
TrustCore Financial Services
Tennessee
$21K -$8.55K -83 -30%
Jones Financial Companies
1010
Jones Financial Companies
Missouri
$21K
KFI
1011
Key Financial Inc
Pennsylvania
$21K
MAWCM
1012
Mine & Arao Wealth Creation & Management
California
$21K
FCB
1013
First Command Bank
Texas
$21K +$7.01K +68 +52%
FCFS
1014
First Command Financial Services
Texas
$21K +$7.01K +68 +52%
HF
1015
Halpern Financial
Virginia
$20.2K
JWM
1016
Janiczek Wealth Management
Colorado
$20K -$7.42K -72 -27%
KA
1017
Kozak & Associates
Colorado
$20K +$18.4K +179 New
SAM
1018
Strategic Asset Management
Minnesota
$20K +$19.1K +185 New
AP
1019
Arlington Partners
Alabama
$19K
PK
1020
Pflug Koory
Nebraska
$19K
WAS
1021
Winch Advisory Services
Wisconsin
$19K
CPC
1022
Consolidated Planning Corp
Georgia
$19K +$18.4K +179 New
EWA
1023
Evolution Wealth Advisors
Florida
$17K
Nisa Investment Advisors
1024
Nisa Investment Advisors
Missouri
$16.2K -$88K -854 -0.6%
CBT
1025
CoreFirst Bank & Trust
Kansas
$16K

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.