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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
SIAG
1101
Safeguard Investment Advisory Group
California
-$34K -440 Closed
RMC
1102
Resources Management Corp
Connecticut
-$32K -410 Closed
LWCFA
1103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$31K -403 Closed
MCM
1104
McMillion Capital Management
North Carolina
-$25K -321 Closed
FWM
1105
FSA Wealth Management
Massachusetts
-$21K -275 Closed
CDIA
1106
Capital Directions Investment Advisors
Georgia
-$18K -229 Closed
FWM
1107
ForthRight Wealth Management
Georgia
-$18K -229 Closed
AWG
1108
Altus Wealth Group
Colorado
-$15K -196 Closed
SFG
1109
Sowa Financial Group
Rhode Island
-$11K -136 Closed
PHK
1110
Point72 Hong Kong
Hong Kong
-$9.59K -112 Closed
IA
1111
IFS Advisors
Kansas
-$5K -73 Closed
BSSFA
1112
Baron Silver Stevens Financial Advisors
Florida
-$4K -59 Closed
TF
1113
Tompkins Financial
New York
-$4K -52 Closed
GI
1114
GS Investments
Minnesota
-$4K -50 Closed
D
1115
Diversified
Delaware
-$3K -41 Closed
CWM
1116
Curi Wealth Management
North Carolina
-$1K -25 Closed
FMP
1117
Financial Management Professionals
Texas
-$2K -21 Closed
ARMC
1118
American Research & Management Company
Massachusetts
-$1K -17 Closed
FCAS
1119
First Command Advisory Services
Texas
+$4.28K +50 New

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.