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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
PGWM
1026
Parisi Gray Wealth Management
New Jersey
$10K +$10.2K +100 New
PSIWM
1027
Paradigm Strategies in Wealth Management
Minnesota
$9K
PGAM
1028
Princeton Global Asset Management
New Jersey
$9K
RBC
1029
Roble Belko & Company
Pennsylvania
$9K
CTB
1030
Country Trust Bank
Illinois
$7K
LWM
1031
Liberty Wealth Management
California
$7K
AS
1032
Altshuler Shaham
Israel
$7K +$6.74K +66 New
FI
1033
FormulaFolio Investments
Michigan
$7K +$7.25K +71 New
SGAM
1034
Smith Group Asset Management
Texas
$7K +$7.36K +72 New
CWAF
1035
Core Wealth Advisors (Florida)
Florida
$6K
DI
1036
Disciplined Investments
Oklahoma
$6K
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
AP
1038
Atwood & Palmer
Missouri
$5K -$8.17K -80 -65%
CFD
1039
Creative Financial Designs
Indiana
$5K -$7.66K -75 -60%
TAIM
1040
TD Ameritrade Investment Management
Nebraska
$5K -$4.09K -40 -45%
BEI
1041
Benjamin Edwards Inc
Missouri
$5K
CWM
1042
Cranbrook Wealth Management
Michigan
$5K
MRCM
1043
M&R Capital Management
New Jersey
$5K
SWM
1044
Selective Wealth Management
Virginia
$5K
WWM
1045
Wolff Wiese Magana
California
$5K +$2.86K +28 +140%
1832 Asset Management
1046
1832 Asset Management
Ontario, Canada
$5K +$4.49K +44 New
CFFP
1047
Center for Financial Planning
Michigan
$4K -$12.3K -120 -77%
AFS
1048
Annapolis Financial Services
Maryland
$4K
SFO
1049
Standard Family Office
South Dakota
$4K
SCA
1050
Stuart Chaussee & Associates
California
$4K

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.