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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
FEG
1101
Financial Enhancement Group
Indiana
$20K -$43.7K -402 -68%
PK
1102
Pflug Koory
Nebraska
$20K
WAS
1103
Winch Advisory Services
Wisconsin
$19K
KA
1104
Kozak & Associates
Colorado
$19K +$217 +2 +1%
KFP
1105
KB Financial Partners
New Jersey
$19K +$19.1K +176 New
C
1106
Covestor
United Kingdom
$17K +$16.6K +153 New
BFG
1107
Baron Financial Group
New Jersey
$16.2K
ACA
1108
Atlas Capital Advisors
Wyoming
$16K
BAM
1109
Bellevue Asset Management
Washington
$16K -$8.14K -75 -33%
CBT
1110
CoreFirst Bank & Trust
Kansas
$16K
SC
1111
Steph & Co
Wisconsin
$16K
BHWM
1112
Beaird Harris Wealth Management
Texas
$16K +$15.6K +144 New
WFS
1113
Widmann Financial Services
Maryland
$16K +$16.4K +151 New
RDIA
1114
RE Dickinson Investment Advisors
Iowa
$15K +$15K +138 New
FCFS
1115
First Command Financial Services
Texas
$14K -$7.38K -68 -34%
WFA
1116
West Financial Advisors
Iowa
$14K
TAM
1117
Tucker Asset Management
Colorado
$13.6K
DTIM
1118
Danda Trouve Investment Management
Kansas
$13K
PGAM
1119
Princeton Global Asset Management
New Jersey
$13K +$4.13K +38 +44%
CAL
1120
Capital Advisors Ltd
Ohio
$13K +$12.6K +116 New
CWM
1121
Curi Wealth Management
North Carolina
$13K +$13.6K +125 New
LPWM
1122
Lake Point Wealth Management
Texas
$12K
PP
1123
PrairieView Partners
Minnesota
$12K
IPW
1124
IronBridge Private Wealth
Texas
$12K +$109 +1 +0.9%
LFG
1125
Larson Financial Group
Missouri
$12K +$11.1K +102 +2,040%

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.