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Prudential Financial

1,199 hedge funds and large institutions have $23.2B invested in Prudential Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 456 increasing their positions, 348 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 73

31% more repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 348

10% more funds holding

Funds holding: 1,0931,199 (+106)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$428M)

0.71% more ownership

Funds ownership: 56.08%56.79% (+0.71%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less call options, than puts

Call options by funds: $402M | Put options by funds: $541M

Holders
1,199
Holders Change
+106
Holders Change %
+9.7%
% of All Funds
18.45%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
199
Increased
456
Reduced
348
Closed
73
Calls
$402M
Puts
$541M
Net Calls
-$139M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1051
Financial Perspectives
Minnesota
$36.6K
CB
1052
Community Bank
New York
$36K
PCFFS
1053
Pacific Center for Financial Services
California
$36K
AWA
1054
Amplius Wealth Advisors
Pennsylvania
$36K +$36.6K +337 New
AIL
1055
AGF Investments LLC
Ontario, Canada
$35K -$1.96K -18 -5%
CBT
1056
Central Bank & Trust
Kentucky
$35K
FA
1057
Financial Advantage
Maryland
$35K
PFSC
1058
Peoples Financial Services Corp
Pennsylvania
$34K
Loomis, Sayles & Company
1059
Loomis, Sayles & Company
Massachusetts
$33K -$26.5K -244 -45%
PCC
1060
Park Circle Company
Maryland
$32K
GAM
1061
Gemmer Asset Management
California
$32K +$652 +6 +2%
BBPWM
1062
Blue Bell Private Wealth Management
Pennsylvania
$32K +$32.5K +299 New
Manulife (Manufacturers Life Insurance)
1063
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.9K -$10.4M -95,354 -24%
HR
1064
Howe & Rusling
New York
$31K
TIM
1065
Tortoise Investment Management
New York
$31K
EWA
1066
EverSource Wealth Advisors
Alabama
$31K +$31.3K +288 New
CNBTD
1067
Citizens National Bank Trust Department
Mississippi
$30K -$320K -2,950 -91%
SC
1068
SouthState Corp
Florida
$30K
BIA
1069
Bell Investment Advisors
California
$29K -$4.24K -39 -13%
RIM
1070
Rockbridge Investment Management
New York
$29K
TFGT
1071
TS Financial Group (TSFG)
Illinois
$29K
FPWM
1072
FSB Premier Wealth Management
Iowa
$29K +$29.4K +271 New
KFS
1073
Kelly Financial Services
Massachusetts
$28K
SWA
1074
SOA Wealth Advisors
New York
$28K
TCWM
1075
Total Clarity Wealth Management
Illinois
$28K +$109 +1 +0.4%

PRU Hedge Fund Activity: Q4 2021 in Review

1,199 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2021, worth a combined $23.2B — up 1.9% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PRU positions and 73 closed out — a net gain of 126 holders — while 456 added to existing stakes and 348 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44.5M. The largest seller was Vanguard Group, cutting an estimated $101M.

  • 1,199 institutional investors held Prudential Financial (PRU) as of Q4 2021, up from 1,093 in Q3 2021.
  • Funds reported $23.2B of Prudential Financial stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 199 funds opened new Prudential Financial positions in Q4 2021 and 73 closed out, a net change of +126 holders.
  • The largest Prudential Financial buyer in Q4 2021 was Citadel Advisors, an estimated $44.5M added.
  • The largest Prudential Financial seller in Q4 2021 was Vanguard Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2021.