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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
EBA
1026
Eagle Bay Advisors
New York
$16K +$14.8K +144 New
BFG
1027
Baron Financial Group
New Jersey
$15.8K
ACA
1028
Atlas Capital Advisors
Wyoming
$15.6K +$11.9K +115 +348%
SC
1029
Steph & Co
Wisconsin
$15K -$11.3K -110 -43%
WFA
1030
West Financial Advisors
Iowa
$14K
TAM
1031
Tucker Asset Management
Colorado
$13.8K
DTIM
1032
Danda Trouve Investment Management
Kansas
$13K
LPWM
1033
Lake Point Wealth Management
Texas
$12K
PP
1034
PrairieView Partners
Minnesota
$12K +$10.8K +105 +1,313%
WIM
1035
Westside Investment Management
California
$11K
CFG
1036
CKW Financial Group
Hawaii
$11K
JFA
1037
JNBA Financial Advisors
Minnesota
$11K
Kayne Anderson Rudnick Investment Management
1038
Kayne Anderson Rudnick Investment Management
California
$11K
SPWG
1039
Sage Private Wealth Group
Illinois
$11K
IPW
1040
IronBridge Private Wealth
Texas
$11K +$206 +2 +2%
JMF
1041
Johnson Midwest Financial
Iowa
$11K +$206 +2 +2%
PB
1042
Pinnacle Bancorp
Nebraska
$11K +$10.3K +100 New
BCPWM
1043
Bradley & Co Private Wealth Management
Florida
$10K
HWM
1044
HighMark Wealth Management
Minnesota
$10K +$103 +1 +1%
UFF
1045
USA Financial Formulas
Michigan
$10K +$9.69K +94 New
VRM
1046
Vectors Research Management
New York
$9K -$61.8K -600 -87%
PGAM
1047
Princeton Global Asset Management
New Jersey
$9K
RBC
1048
Roble Belko & Company
Pennsylvania
$9K
Optiver Holding
1049
Optiver Holding
Netherlands
$9K +$8.45K +82 New
Capstone Investment Advisors
1050
Capstone Investment Advisors
New York
$9K +$9.07K +88 New

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.