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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
UCFA
251
United Capital Financial Advisors
Texas
$3.76M -$15.2M -181,075 -81%
XWM
252
Xcel Wealth Management
Florida
$3.76M +$31.4K +375 +0.9%
CS
253
Candriam SCA
Luxembourg
$3.75M -$4.51M -53,903 -56%
NAM
254
Nissay Asset Management
Japan
$3.72M -$50.6K -605 -1%
Mackenzie Financial
255
Mackenzie Financial
Ontario, Canada
$3.69M +$29.5K +353 +0.9%
KAS
256
Kestra Advisory Services
Texas
$3.68M +$443K +5,299 +15%
VWM
257
Valley Wealth Managers
New Jersey
$3.68M +$113K +1,354 +3%
HCM
258
Hengehold Capital Management
Ohio
$3.62M -$4.6K -55 -0.1%
AAF
259
Andra AP-fonden
Sweden
$3.52M +$1.54M +18,400 +86%
ICA
260
Infrastructure Capital Advisors
New York
$3.51M -$250K -2,984 -15%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$3.5M +$98.8K +1,181 +3%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$3.5M +$199K +2,378 +6%
VMPIC
263
Varma Mutual Pension Insurance Co
Finland
$3.48M
PWP
264
Principle Wealth Partners
Connecticut
$3.43M +$1.42M +16,930 +77%
SIC
265
SFE Investment Counsel
California
$3.42M +$343K +4,102 +12%
BKA
266
Brick & Kyle Associates
Pennsylvania
$3.37M -$9.12K -109 -0.3%
FNT
267
First National Trust
Pennsylvania
$3.3M -$48.7K -582 -2%
CBTWT
268
Community Bank & Trust (Waco, Texas)
Texas
$3.29M +$103K +1,234 +3%
GIBU
269
Gulf International Bank (UK)
United Kingdom
$3.25M -$973K -11,626 -24%
ECML
270
Eagle Capital Management (Louisiana)
Louisiana
$3.16M -$9.2K -110 -0.3%
LA
271
LBP AM
France
$3.11M +$1.5M +17,978 +104%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$3.1M -$324K -3,870 -10%
QCM
273
Quantinno Capital Management
New York
$3.07M +$323K +3,864 +12%
MME
274
Meag Munich Ergo
Germany
$3.05M -$1.82M -21,795 -39%
WorldQuant Millennium Advisors
275
WorldQuant Millennium Advisors
New York
$3.05M +$2.5M +29,860 +636%

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.