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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
SFP
1251
Sterling Financial Planning
New Jersey
-$81K -774 Closed
SAI
1252
Systematic Alpha Investments
New Jersey
-$80K -729 Closed
UAML
1253
US Asset Management LLC
Pennsylvania
-$57K -542 Closed
NIM
1254
NuWave Investment Management
New Jersey
-$48K -458 Closed
KIG
1255
Kowal Investment Group
Wisconsin
-$47K -444 Closed
DOA
1256
D'Orazio & Associates
Virginia
-$46K -434 Closed
APWA
1257
Atlas Private Wealth Advisors
New Jersey
-$27K -261 Closed
AL
1258
ADE LLC
Maryland
-$26K -247 Closed
Jones Financial Companies
1259
Jones Financial Companies
Missouri
-$21K -200 Closed
CPC
1260
Consolidated Planning Corp
Georgia
-$19K -179 Closed
EWA
1261
Evolution Wealth Advisors
Florida
-$17K -158 Closed
EBA
1262
Eagle Bay Advisors
New York
-$15.6K -144 Closed
UFF
1263
USA Financial Formulas
Michigan
-$10K -94 Closed
Capstone Investment Advisors
1264
Capstone Investment Advisors
New York
-$9.56K -88 Closed
RTL
1265
Red Tortoise LLC
Georgia
-$7K -80 Closed
LWM
1266
Liberty Wealth Management
California
-$7K -70 Closed
SSC
1267
Syverson Strege & Co
Iowa
-$6K -57 Closed
CAGAS
1268
Capital Advisory Group Advisory Services
Minnesota
-$5K -51 Closed
AP
1269
Atwood & Palmer
Missouri
-$5K -44 Closed
CAC
1270
Certified Advisory Corp
Florida
-$3K -32 Closed
IF
1271
Ironwood Financial
Arizona
-$1K -12 Closed
GKWIM
1272
Gerber Kawasaki Wealth & Investment Management
California
-$6K -6 Closed
AA
1273
Addison Advisors
Vermont
+$434 +4 New

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.