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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
BlackRock
1
BlackRock
New York
$3.29B -$11.7M -114,098 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.28B -$1.14M -11,159 -0%
State Street
3
State Street
Massachusetts
$1.93B +$20.1M +196,539 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$733M +$38M +371,796 +5%
Charles Schwab
5
Charles Schwab
California
$562M +$56.2M +550,103 +11%
N
6
Nuveen
North Carolina
$494M +$10.2M +99,439 +2%
Northern Trust
7
Northern Trust
Illinois
$464M -$2.21M -21,672 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$441M +$11M +108,135 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$429M +$78.2M +765,477 +22%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$372M +$47.3M +463,275 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$358M +$61.7M +603,664 +21%
Norges Bank
12
Norges Bank
Norway
$345M -$48.5M -474,410 -12%
Legal & General Group
13
Legal & General Group
United Kingdom
$303M +$14.4M +140,952 +5%
Goldman Sachs
14
Goldman Sachs
New York
$302M -$2.73M -26,739 -0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$298M +$214M +2,090,578 +256%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$284M -$3.41M -33,394 -1%
NLI
17
Nippon Life Insurance
Japan
$262M
Invesco
18
Invesco
Georgia
$255M +$28.2M +276,004 +13%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$252M -$17.2M -168,579 -6%
LSV Asset Management
20
LSV Asset Management
Illinois
$248M -$1.28M -12,550 -0.5%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$231M -$89.6M -877,510 -28%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$226M +$5.65M +55,308 +3%
UBS AM
23
UBS AM
Illinois
$224M +$8.58M +83,980 +4%
Amundi
24
Amundi
France
$207M +$206M +2,017,473 New
PPA
25
Parametric Portfolio Associates
Washington
$191M +$4.46M +43,658 +2%

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.