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Prudential Financial

1,049 hedge funds and large institutions have $20B invested in Prudential Financial in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 421 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

32% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 319

13% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.23B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 1,0051,049 (+44)

8% more call options, than puts

Call options by funds: $431M | Put options by funds: $401M

0.03% less ownership

Funds ownership: 55.72%55.7% (-0.03%)

Holders
1,049
Holders Change
+44
Holders Change %
+4.38%
% of All Funds
18.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
125
Increased
421
Reduced
319
Closed
71
Calls
$431M
Puts
$401M
Net Calls
+$30.5M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.94B -$63.3M -739,589 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.92B +$28.5M +332,528 +1%
State Street
3
State Street
Massachusetts
$1.7B +$47.5M +555,365 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$618M +$4.57M +53,400 +0.8%
Charles Schwab
5
Charles Schwab
California
$449M -$28.5M -332,798 -6%
N
6
Nuveen
North Carolina
$430M +$5.94M +69,392 +1%
Northern Trust
7
Northern Trust
Illinois
$415M -$8.48M -99,020 -2%
Morgan Stanley
8
Morgan Stanley
New York
$382M +$4.86M +56,748 +1%
Norges Bank
9
Norges Bank
Norway
$350M -$4.66M -54,444 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$312M +$189M +2,212,274 +182%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$288M +$94M +1,097,729 +53%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$285M -$3.08M -35,973 -1%
Goldman Sachs
13
Goldman Sachs
New York
$271M +$46.5M +543,725 +22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$263M +$3.68M +42,996 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$257M -$3.39M -39,632 -1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$256M +$781K +9,127 +0.3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$239M +$1.84M +21,546 +0.8%
NLI
18
Nippon Life Insurance
Japan
$233M
LSV Asset Management
19
LSV Asset Management
Illinois
$221M -$8.35M -97,535 -4%
AAMU
20
Amundi Asset Management US
Massachusetts
$211M +$17M +198,444 +9%
Invesco
21
Invesco
Georgia
$201M +$1.25M +14,649 +0.7%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$197M +$3.72M +43,423 +2%
UBS AM
23
UBS AM
Illinois
$192M +$1.83M +21,359 +1%
PPA
24
Parametric Portfolio Associates
Washington
$165M -$2.04M -23,856 -1%
Bank of America
25
Bank of America
North Carolina
$163M +$6.1M +71,304 +4%

PRU Hedge Fund Activity: Q1 2021 in Review

1,049 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2021, worth a combined $20B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PRU positions and 71 closed out — a net gain of 54 holders — while 421 added to existing stakes and 319 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was BlackRock, cutting an estimated $63.3M.

  • 1,049 institutional investors held Prudential Financial (PRU) as of Q1 2021, up from 1,005 in Q4 2020.
  • Funds reported $20B of Prudential Financial stock for Q1 2021, up 13% quarter-over-quarter.
  • 125 funds opened new Prudential Financial positions in Q1 2021 and 71 closed out, a net change of +54 holders.
  • The largest Prudential Financial buyer in Q1 2021 was JP Morgan Chase, an estimated $189M added.
  • The largest Prudential Financial seller in Q1 2021 was BlackRock, an estimated $63.3M sold.

Based on aggregated 13F filings for Q1 2021.