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Prudential Financial

1,071 hedge funds and large institutions have $22.7B invested in Prudential Financial in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 433 increasing their positions, 340 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 81

27% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 340

13% more capital invested

Capital invested by funds: $20B → $22.7B (+$2.64B)

2% more funds holding

Funds holding: 1,0491,071 (+22)

0.56% more ownership

Funds ownership: 55.7%56.26% (+0.56%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

13% less call options, than puts

Call options by funds: $387M | Put options by funds: $445M

Holders
1,071
Holders Change
+22
Holders Change %
+2.1%
% of All Funds
18.64%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
109
Increased
433
Reduced
340
Closed
81
Calls
$387M
Puts
$445M
Net Calls
-$57.5M
Net Calls Change
-$88M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1126
Valeo Financial Advisors
Indiana
-$197K -2,161 Closed
SWP
1127
ShoreHaven Wealth Partners
New Jersey
-$157K -1,728 Closed
PIM
1128
Platinum Investment Management
Australia
-$92K -1,015 Closed
MF
1129
Manchester Financial
California
-$87K -953 Closed
MC
1130
Maverick Capital
Texas
-$70K -767 Closed
VBCG
1131
Valley Brook Capital Group
Pennsylvania
-$54K -602 Closed
CAC
1132
Certified Advisory Corp
Florida
-$50K -545 Closed
ADIM
1133
Alpha DNA Investment Management
Maryland
-$48K -532 Closed
RWB
1134
RMR Wealth Builders
New Jersey
-$48K -531 Closed
AWM
1135
AllSquare Wealth Management
New York
-$46K -500 Closed
PCIA
1136
Prime Capital Investment Advisors
Kansas
-$35K -388 Closed
TCWM
1137
Total Clarity Wealth Management
Illinois
-$33K -357 Closed
GAM
1138
Grandview Asset Management
Pennsylvania
-$29K -317 Closed
MWP
1139
Meridian Wealth Partners
Pennsylvania
-$27K -298 Closed
SLF
1140
Sun Life Financial
Ontario, Canada
-$21K -232 Closed
WCM
1141
Wealthcare Capital Management
Virginia
-$21K -228 Closed
RWG
1142
Regal Wealth Group
California
-$18K -194 Closed
WP
1143
WealthShield Partners
North Carolina
-$14K -154 Closed
NIC
1144
Northwest Investment Counselors
Oregon
-$9K -100 Closed
MLFP
1145
MPS Loria Financial Planners
Illinois
-$8K -88 Closed
AIC
1146
Archer Investment Corporation
Indiana
-$4.55K -50 Closed
CIA
1147
Cascade Investment Advisors
Oregon
-$2.92K -32 Closed
HDIM
1148
Hanson & Doremus Investment Management
Vermont
-$2K -22 Closed
FFW
1149
Fusion Family Wealth
New York
-$2K -18 Closed
HI
1150
Human Investing
Oregon
-$1K -11 Closed

PRU Hedge Fund Activity: Q2 2021 in Review

1,071 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2021, worth a combined $22.7B — up 13% from $20B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PRU positions and 81 closed out — a net gain of 28 holders — while 433 added to existing stakes and 340 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Arrowstreet Capital, cutting an estimated $89.6M.

  • 1,071 institutional investors held Prudential Financial (PRU) as of Q2 2021, up from 1,049 in Q1 2021.
  • Funds reported $22.7B of Prudential Financial stock for Q2 2021, up 13% quarter-over-quarter.
  • 109 funds opened new Prudential Financial positions in Q2 2021 and 81 closed out, a net change of +28 holders.
  • The largest Prudential Financial buyer in Q2 2021 was Royal Bank of Canada, an estimated $214M added.
  • The largest Prudential Financial seller in Q2 2021 was Arrowstreet Capital, an estimated $89.6M sold.

Based on aggregated 13F filings for Q2 2021.