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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
NF
1176
Norwood Financial
Pennsylvania
$3K +$2.71K +25 New
CSWM
1177
Cassady Schiller Wealth Management
Ohio
$3K +$2.82K +26 New
SC
1178
Schubert & Co
Texas
$3K +$3.04K +28 New
MWM
1179
Mascoma Wealth Management
New Hampshire
$3K +$3.26K +30 New
JRFS
1180
James Reed Financial Services
Ohio
$3K +$3.37K +31 New
WTA
1181
Washington Trust Advisors
Massachusetts
$3K +$3.48K +32 New
DAM
1182
Delta Asset Management
Tennessee
$2K -$977 -9 -31%
AAP
1183
Arax Advisory Partners
Colorado
$2K
FMP
1184
Financial Management Professionals
Texas
$2K
HDIM
1185
Hanson & Doremus Investment Management
Vermont
$2K
IHWM
1186
Iron Horse Wealth Management
Iowa
$2K
VCM
1187
Versant Capital Management
Arizona
$2K
WWM
1188
Wolff Wiese Magana
California
$2K
CAC
1189
Core Alternative Capital
Georgia
$2K +$1.52K +14 New
AWMS
1190
Advocacy Wealth Management Services
Georgia
$1K
RG
1191
Retirement Group
California
$1K
SFA
1192
Semmax Financial Advisors
North Carolina
$1K
MBFW
1193
Morton Brown Family Wealth
Pennsylvania
$1K +$652 +6 New
SCA
1194
Sandy Cove Advisors
Massachusetts
$1K +$1.09K +10 New
IA
1195
IFS Advisors
Kansas
$1K +$1.3K +12 New
WA
1196
WestEnd Advisors
North Carolina
$541 +$543 +5 New
BBHC
1197
Brown Brothers Harriman & Co
New York
$123 +$109K +1,000 +741%
FFG
1198
Ford Financial Group
California
$60 +$60.7K +559 New
RTC
1199
Riverview Trust Company
Washington
$35
Adage Capital Partners
1200
Adage Capital Partners
Massachusetts
-$41.2M -391,337 Closed

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.