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Prudential Financial

1,123 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 475 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 347

0.1% more ownership

Funds ownership: 57.24%57.34% (+0.1%)

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

2% less funds holding

Funds holding: 1,1481,123 (-25)

11% less capital invested

Capital invested by funds: $20.4B → $18.2B (-$2.22B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $407M | Put options by funds: $575M

Holders
1,123
Holders Change
-25
Holders Change %
-2.18%
% of All Funds
19.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
83
Increased
475
Reduced
347
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
226
USS Investment Management
United Kingdom
$4.81M -$2.69M -27,964 -33%
CM
227
Churchill Management
California
$4.72M +$384K +3,992 +8%
CCP
228
Corient Capital Partners
California
$4.68M
BIM
229
Bridgecreek Investment Management
Oklahoma
$4.68M +$99.6K +1,035 +2%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.67M -$18.1K -188 -0.3%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$4.6M -$3.15M -32,740 -38%
VWA
232
Visionary Wealth Advisors
Illinois
$4.59M +$1.09M +11,319 +27%
TI
233
Trexquant Investment
Connecticut
$4.58M +$5.14M +53,391 New
BWL
234
Bogart Wealth LLC
Virginia
$4.53M +$812K +8,431 +19%
TPSF
235
Texas Permanent School Fund
Texas
$4.51M +$299K +3,105 +6%
CAN
236
Cetera Advisor Networks
California
$4.47M +$227K +2,353 +5%
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
$4.45M -$22.7M -235,920 -82%
USCWA
238
U.S. Capital Wealth Advisors
Texas
$4.42M -$62.1K -645 -1%
MOACM
239
Mutual of America Capital Management
New York
$4.42M +$36.2K +376 +0.7%
APG Asset Management
240
APG Asset Management
Netherlands
$4.39M -$452K -4,700 -9%
LSA
241
L & S Advisors
California
$4.38M +$4.92M +51,109 New
GCM
242
Garland Capital Management
Washington
$4.38M +$235K +2,437 +5%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$4.36M +$350K +3,638 +8%
VIA
244
Vident Investment Advisory
Georgia
$4.36M +$3.7M +38,421 +271%
MA
245
MUFG Americas
New York
$4.33M +$538K +5,588 +12%
BMC
246
Benin Management Corp
Connecticut
$4.33M -$6.84M -71,048 -58%
OQS
247
Occudo Quantitative Strategies
Florida
$4.32M +$866K +8,996 +22%
NWM
248
NEIRG Wealth Management
Massachusetts
$4.29M +$354K +3,679 +8%
OIM
249
Opus Investment Management
Massachusetts
$4.12M
PI
250
PGGM Investments
Netherlands
$4.12M +$4.62M +48,040 New

PRU Hedge Fund Activity: Q3 2022 in Review

1,123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2022, worth a combined $18.2B — down 11% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PRU and 83 opened new positions — a net loss of 6 holders — while 347 trimmed existing stakes and 475 added.

The largest buyer was Charles Schwab, adding an estimated $54.8M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $88.6M sold.

  • 1,123 institutional investors held Prudential Financial (PRU) as of Q3 2022, down from 1,148 in Q2 2022.
  • Funds reported $18.2B of Prudential Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 83 funds opened new Prudential Financial positions in Q3 2022 and 89 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q3 2022 was Charles Schwab, an estimated $54.8M added.
  • The largest Prudential Financial seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2022.