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Prudential Financial

1,093 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 422 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

14% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,0711,093 (+22)

0% more capital invested

Capital invested by funds: $22.7B → $22.8B (+$82.7M)

0.18% less ownership

Funds ownership: 56.26%56.08% (-0.18%)

2% less call options, than puts

Call options by funds: $439M | Put options by funds: $448M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,093
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
104
Increased
422
Reduced
369
Closed
66
Calls
$439M
Puts
$448M
Net Calls
-$8.65M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.36B -$16.9M -163,624 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.31B -$53.4M -517,907 -2%
State Street
3
State Street
Massachusetts
$1.93B -$53.5M -519,606 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$758M +$4.59M +44,535 +0.6%
Charles Schwab
5
Charles Schwab
California
$620M +$42.6M +413,396 +8%
Northern Trust
6
Northern Trust
Illinois
$471M -$5.56M -53,912 -1%
Morgan Stanley
7
Morgan Stanley
New York
$446M -$6.59M -63,980 -1%
Goldman Sachs
8
Goldman Sachs
New York
$343M +$32M +310,165 +11%
Norges Bank
9
Norges Bank
Norway
$331M -$23.1M -223,843 -7%
Legal & General Group
10
Legal & General Group
United Kingdom
$324M +$12.7M +123,430 +4%
Invesco
11
Invesco
Georgia
$324M +$61.6M +597,615 +24%
N
12
Nuveen
North Carolina
$323M -$180M -1,749,567 -36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$320M -$46.4M -450,535 -13%
JP Morgan Chase
14
JP Morgan Chase
New York
$319M -$119M -1,158,428 -28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$293M -$12.8M -124,433 -4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$293M +$608K +5,904 +0.2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$288M -$91.6M -888,699 -24%
NLI
18
Nippon Life Insurance
Japan
$269M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$261M +$2.82M +27,410 +1%
LSV Asset Management
20
LSV Asset Management
Illinois
$242M -$12.6M -121,907 -5%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$239M +$4.29M +41,667 +2%
UBS AM
22
UBS AM
Illinois
$234M +$3.24M +31,472 +1%
PPA
23
Parametric Portfolio Associates
Washington
$204M +$8.23M +79,888 +4%
Bank of America
24
Bank of America
North Carolina
$194M +$23.4M +226,782 +14%
Amundi
25
Amundi
France
$168M -$43.2M -419,242 -21%

PRU Hedge Fund Activity: Q3 2021 in Review

1,093 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2021, worth a combined $22.8B — up 0.36% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PRU positions and 66 closed out — a net gain of 38 holders — while 422 added to existing stakes and 369 trimmed.

The largest buyer was Invesco, adding an estimated $61.6M. The largest seller was Nuveen, cutting an estimated $180M.

  • 1,093 institutional investors held Prudential Financial (PRU) as of Q3 2021, up from 1,071 in Q2 2021.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 104 funds opened new Prudential Financial positions in Q3 2021 and 66 closed out, a net change of +38 holders.
  • The largest Prudential Financial buyer in Q3 2021 was Invesco, an estimated $61.6M added.
  • The largest Prudential Financial seller in Q3 2021 was Nuveen, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.