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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
SWM
1026
Selective Wealth Management
Virginia
$4K
SFO
1027
Standard Family Office
South Dakota
$4K
SCA
1028
Stuart Chaussee & Associates
California
$4K
SFA
1029
Semmax Financial Advisors
North Carolina
$4K +$2.57K +30 +250%
AFS
1030
Annapolis Financial Services
Maryland
$3K
DWMG
1031
DB Wealth Management Group
California
$3K
HCM
1032
Horrell Capital Management
Arkansas
$3K
IF
1033
Ironwood Financial
Arizona
$3K
CIA
1034
Cascade Investment Advisors
Oregon
$2.92K
FRA
1035
Front Row Advisors
California
$2K
FFW
1036
Fusion Family Wealth
New York
$2K
PFA
1037
Professional Financial Advisors
Nebraska
$2K
WWM
1038
Wolff Wiese Magana
California
$2K
SQA
1039
Simon Quick Advisors
New Jersey
$2K +$86 +1 +4%
HDIM
1040
Hanson & Doremus Investment Management
Vermont
$2K +$1.88K +22 New
HI
1041
Human Investing
Oregon
$1K -$81.8K -955 -99%
IHWM
1042
Iron Horse Wealth Management
Iowa
$1K
PP
1043
PrairieView Partners
Minnesota
$1K
RG
1044
Retirement Group
California
$1K
SNT
1045
Security National Trust
West Virginia
$1K +$1.03K +12 New
BBHC
1046
Brown Brothers Harriman & Co
New York
$146 -$13.4K -156 -9%
SWM
1047
Sugarloaf Wealth Management
Georgia
$93 -$9.24K -108 -10%
Voloridge Investment Management
1048
Voloridge Investment Management
Florida
-$19.4M -248,311 Closed
BCM
1049
Bridgeway Capital Management
Texas
-$19.2M -245,305 Closed
IP
1050
Interval Partners
New York
-$9.14M -117,020 Closed

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.