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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
FWIA
201
Fort Washington Investment Advisors
Ohio
$7.25M -$3.06K -30 -0%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$7.19M -$42.1K -412 -0.6%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$7.12M -$14.3K -140 -0.2%
AWM
204
AE Wealth Management
Kansas
$6.87M +$2.65M +25,946 +63%
TPSF
205
Texas Permanent School Fund
Texas
$6.71M -$85.5K -837 -1%
MPM
206
Meritage Portfolio Management
Kansas
$6.65M +$181K +1,769 +3%
BFA
207
Bragg Financial Advisors
North Carolina
$6.62M +$203K +1,986 +3%
Wealthfront Advisers
208
Wealthfront Advisers
California
$6.54M +$954K +9,340 +17%
Calamos Advisors
209
Calamos Advisors
Illinois
$6.53M +$1.47M +14,431 +29%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$6.46M -$26.4M -258,113 -80%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$6.43M +$217K +2,120 +3%
MSL
212
Mackay Shields LLC
New York
$6.36M -$545K -5,340 -8%
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.33M +$2.48M +24,250 +65%
MML Investors Services
214
MML Investors Services
Massachusetts
$6.32M +$503K +4,924 +9%
GWM
215
Geneos Wealth Management
Colorado
$6.32M -$635K -6,220 -9%
CIC
216
Cutler Investment Counsel
Oregon
$6.16M +$20K +196 +0.3%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$6.08M -$3.09M -30,204 -34%
CS
218
Candriam SCA
Luxembourg
$5.78M -$17M -165,957 -75%
HFS
219
Hantz Financial Services
Michigan
$5.78M +$306K +2,992 +6%
II
220
IFM Investors
Australia
$5.75M +$853K +8,350 +17%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$5.73M +$950K +9,304 +20%
KOCAA
222
Knights of Columbus Asset Advisors
Connecticut
$5.7M +$106K +1,034 +2%
ICM
223
Invenomic Capital Management
Massachusetts
$5.7M -$180K -1,764 -3%
MYAM
224
Meiji Yasuda Asset Management
Japan
$5.64M -$301K -2,949 -5%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$5.63M +$1.79M +17,537 +47%

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.