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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
FC
1076
FORA Capital
Florida
-$488K -6,256 Closed
FAN
1077
Financial Advisors Network
California
-$478K -6,124 Closed
FI
1078
FormulaFolio Investments
Michigan
-$379K -4,853 Closed
LAM
1079
Lingohr Asset Management
Germany
-$339K -4,345 Closed
TCM
1080
Tuttle Capital Management
Connecticut
-$279K -3,569 Closed
FFN
1081
Focus Financial Network
Minnesota
-$274K -3,508 Closed
SW
1082
SteelPeak Wealth
California
-$262K -3,360 Closed
BCM
1083
Bayesian Capital Management
New York
-$256K -3,282 Closed
OTPPB
1084
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$233K -2,981 Closed
BPA
1085
Beacon Pointe Advisors
California
-$211K -2,713 Closed
CL
1086
Choreo LLC
Illinois
-$212K -2,713 Closed
KC
1087
Kinloch Capital
Virginia
-$175K -2,240 Closed
GTAM
1088
Global Trust Asset Management
Florida
-$158K -2,027 Closed
BCP
1089
Blue Chip Partners
Michigan
-$145K -1,863 Closed
RPWA
1090
Regent Peak Wealth Advisors
Georgia
-$134K -1,721 Closed
PCA
1091
Peddock Capital Advisors
Massachusetts
-$110K -1,409 Closed
PWM
1092
Perigon Wealth Management
California
-$109K -1,396 Closed
PS
1093
Planned Solutions
California
-$86K -1,100 Closed
ICP
1094
Interchange Capital Partners
Pennsylvania
-$83K -1,064 Closed
VCG
1095
Vantage Consulting Group
Virginia
-$79K -1,007 Closed
CCA
1096
Childress Capital Advisors
Texas
-$47K -602 Closed
MIM
1097
Merrion Investment Management
New Jersey
-$47K -600 Closed
RWA
1098
Ropes Wealth Advisors
Massachusetts
-$43K -554 Closed
FPCG
1099
Fort Pitt Capital Group
Pennsylvania
-$42K -544 Closed
HGWM
1100
Harvest Group Wealth Management
Massachusetts
-$37K -472 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.