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Prudential Financial

1,146 hedge funds and large institutions have $17.7B invested in Prudential Financial in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 418 increasing their positions, 421 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

4% more capital invested

Capital invested by funds: $17B → $17.7B (+$685M)

0% more funds holding

Funds holding: 1,1451,146 (+1)

1% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 421

10% less call options, than puts

Call options by funds: $499M | Put options by funds: $554M

1.23% less ownership

Funds ownership: 56.33%55.1% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
1,146
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
17.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
418
Reduced
421
Closed
93
Calls
$499M
Puts
$554M
Net Calls
-$55.1M
Net Calls Change
+$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$4.63M +$1.13M +13,559 +35%
DA
227
Duality Advisers
Florida
$4.63M +$4.39M +52,452 New
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$4.62M +$1.9M +22,693 +77%
AAM
229
Advisors Asset Management
Colorado
$4.56M +$231K +2,757 +6%
AWS
230
Atria Wealth Solutions
New York
$4.53M +$1.58M +18,853 +58%
Holocene Advisors
231
Holocene Advisors
New York
$4.53M -$2.68M -31,976 -38%
DIA
232
Dean Investment Associates
Ohio
$4.48M +$9.2K +110 +0.2%
KOCAA
233
Knights of Columbus Asset Advisors
Connecticut
$4.46M +$46.4K +554 +1%
IWC
234
Integrated Wealth Concepts
Massachusetts
$4.44M +$263K +3,139 +7%
KFP
235
KMG Fiduciary Partners
Ohio
$4.24M +$765K +9,149 +24%
Allspring Global Investments
236
Allspring Global Investments
North Carolina
$4.22M +$1.64M +19,594 +69%
BFG
237
Berger Financial Group
Minnesota
$4.18M -$40.7K -486 -1%
Franklin Resources
238
Franklin Resources
California
$4.16M -$71.2K -851 -2%
CWG
239
Cornerstone Wealth Group
North Carolina
$4.08M +$108K +1,290 +3%
JF
240
Jump Financial
Illinois
$4.03M +$3.01M +35,994 +374%
X
241
Xponance
Pennsylvania
$4M -$107K -1,275 -3%
BMSSC
242
B. Metzler seel. Sohn & Co
Germany
$3.98M -$18.2K -218 -0.5%
DILIC
243
Dai-ichi Life Insurance Company
Japan
$3.98M -$1.42M -16,956 -27%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$3.97M -$167 -2 -0%
ASN
245
Advisory Services Network
Georgia
$3.94M +$88.8K +1,061 +2%
EA
246
Ellsworth Advisors
Ohio
$3.93M +$333K +3,975 +10%
OIM
247
Opus Investment Management
Massachusetts
$3.91M
CNB
248
Czech National Bank
Czech Republic
$3.81M -$11K -132 -0.3%
PMEF
249
Point72 Middle East FZE
United Arab Emirates
$3.79M -$1.06M -12,675 -23%
NEI
250
Northwest & Ethical Investments
Ontario, Canada
$3.77M

PRU Hedge Fund Activity: Q2 2023 in Review

1,146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2023, worth a combined $17.7B — up 4% from $17B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new PRU positions and 93 closed out — a net gain of 8 holders — while 418 added to existing stakes and 421 trimmed.

The largest buyer was Vanguard Group, adding an estimated $460M. The largest seller was Wellington Management Group, cutting an estimated $203M.

  • 1,146 institutional investors held Prudential Financial (PRU) as of Q2 2023, up from 1,145 in Q1 2023.
  • Funds reported $17.7B of Prudential Financial stock for Q2 2023, up 4% quarter-over-quarter.
  • 101 funds opened new Prudential Financial positions in Q2 2023 and 93 closed out, a net change of +8 holders.
  • The largest Prudential Financial buyer in Q2 2023 was Vanguard Group, an estimated $460M added.
  • The largest Prudential Financial seller in Q2 2023 was Wellington Management Group, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2023.