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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
SGAM
1051
Smith Group Asset Management
Texas
$8K
ODG
1052
O'Dell Group
Ohio
$8K +$7.83K +76 New
LWM
1053
Liberty Wealth Management
California
$7K
CWM
1054
Cranbrook Wealth Management
Michigan
$7K +$2.06K +20 +42%
RTL
1055
Red Tortoise LLC
Georgia
$7K +$8.24K +80 New
CWAF
1056
Core Wealth Advisors (Florida)
Florida
$6K
DI
1057
Disciplined Investments
Oklahoma
$6K
LWANC
1058
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
GKWIM
1059
Gerber Kawasaki Wealth & Investment Management
California
$6K +$618 +6 New
CFFP
1060
Center for Financial Planning
Michigan
$6K +$2.27K +22 +61%
SQA
1061
Simon Quick Advisors
New Jersey
$6K +$4.02K +39 +163%
SSC
1062
Syverson Strege & Co
Iowa
$6K +$5.87K +57 New
CAGAS
1063
Capital Advisory Group Advisory Services
Minnesota
$5K -$840K -8,155 -99%
AP
1064
Atwood & Palmer
Missouri
$5K
CFD
1065
Creative Financial Designs
Indiana
$5K
EWM
1066
Endurance Wealth Management
Rhode Island
$5K
SWM
1067
Selective Wealth Management
Virginia
$5K
GI
1068
GS Investments
Minnesota
$5K +$5.15K +50 New
CMA
1069
Cedar Mountain Advisors
Oregon
$5K +$5.26K +51 New
AFS
1070
Annapolis Financial Services
Maryland
$4K
DWMG
1071
DB Wealth Management Group
California
$4K
SCA
1072
Stuart Chaussee & Associates
California
$4K
LF
1073
Lee Financial
Texas
$4K +$4.12K +40 New
FRA
1074
Front Row Advisors
California
$3K
HCM
1075
Horrell Capital Management
Arkansas
$3K

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.