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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
BlackRock
1
BlackRock
New York
$3.43B -$27.2M -250,883 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.31B -$101M -929,392 -3%
State Street
3
State Street
Massachusetts
$2B +$17.9M +164,539 +0.9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$785M +$5.63M +51,831 +0.7%
Charles Schwab
5
Charles Schwab
California
$649M +$11.1M +101,760 +2%
Morgan Stanley
6
Morgan Stanley
New York
$487M +$28M +257,567 +6%
Northern Trust
7
Northern Trust
Illinois
$485M -$111K -1,020 -0%
Goldman Sachs
8
Goldman Sachs
New York
$358M +$5.16M +47,492 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$343M +$13.5M +123,963 +4%
Invesco
10
Invesco
Georgia
$340M +$6.75M +62,108 +2%
N
11
Nuveen
North Carolina
$324M -$8.83M -81,314 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$318M -$15.7M -144,410 -5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$300M -$1.29M -11,884 -0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$299M -$2.49M -22,951 -0.8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$290M -$6.43M -59,173 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$289M -$39.2M -360,919 -12%
Norges Bank
17
Norges Bank
Norway
$283M -$57.1M -525,422 -17%
NLI
18
Nippon Life Insurance
Japan
$277M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$270M +$862K +7,938 +0.3%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$249M +$5.12M +47,162 +2%
UBS AM
21
UBS AM
Illinois
$242M +$1.95M +17,961 +0.8%
LSV Asset Management
22
LSV Asset Management
Illinois
$237M -$11.9M -109,250 -5%
PPA
23
Parametric Portfolio Associates
Washington
$217M +$7.53M +69,338 +4%
Amundi
24
Amundi
France
$195M +$13.1M +120,565 +8%
Bank of America
25
Bank of America
North Carolina
$194M -$5.47M -50,335 -3%

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.