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Prudential Financial

1,217 hedge funds and large institutions have $25.7B invested in Prudential Financial in 2022 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 515 increasing their positions, 365 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

41% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 365

35% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 95

11% more capital invested

Capital invested by funds: $23.2B → $25.7B (+$2.47B)

2% more funds holding

Funds holding: 1,1991,217 (+18)

1.03% more ownership

Funds ownership: 56.79%57.82% (+1%)

25% less call options, than puts

Call options by funds: $401M | Put options by funds: $531M

Holders
1,217
Holders Change
+18
Holders Change %
+1.5%
% of All Funds
19.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
128
Increased
515
Reduced
365
Closed
95
Calls
$401M
Puts
$531M
Net Calls
-$130M
Net Calls Change
+$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ECML
276
Eagle Capital Management (Louisiana)
Louisiana
$4.34M +$42.8K +376 +1%
LS
277
Livforsakringsbolaget Skandia
Sweden
$4.31M
BWL
278
Bogart Wealth LLC
Virginia
$4.31M +$497K +4,373 +14%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$4.29M +$305K +2,678 +8%
Pacer Advisors
280
Pacer Advisors
Pennsylvania
$4.27M +$1.89M +16,580 +85%
CNC
281
Canandaigua National Corp
New York
$4.21M +$1.13M +9,908 +38%
VMPIC
282
Varma Mutual Pension Insurance Co
Finland
$4.2M
VWA
283
Visionary Wealth Advisors
Illinois
$4.16M +$4.01M +35,239 New
CBTWT
284
Community Bank & Trust (Waco, Texas)
Texas
$4.16M +$63K +554 +2%
XWM
285
Xcel Wealth Management
Florida
$4.16M +$4M +35,167 New
MAM
286
Meeder Asset Management
Ohio
$4.12M +$2.9M +25,486 +272%
EA
287
Ellsworth Advisors
Ohio
$4.11M +$444K +3,905 +13%
TSW
288
Thompson Siegel & Walmsley
Virginia
$4.11M -$11.4K -100 -0.3%
BAM
289
Blueshift Asset Management
New Jersey
$4.09M +$3.42M +30,096 +669%
EP
290
Edgestream Partners
New Jersey
$4.01M +$594K +5,224 +18%
DIA
291
Dean Investment Associates
Ohio
$4M -$396K -3,480 -9%
VWM
292
Valley Wealth Managers
New Jersey
$3.98M -$43.5K -383 -1%
DBG
293
De Burlo Group
Massachusetts
$3.96M +$3.81M +33,500 New
NWM
294
NEIRG Wealth Management
Massachusetts
$3.93M +$569K +5,005 +18%
MME
295
Meag Munich Ergo
Germany
$3.93M +$1.37M +12,025 +58%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$3.88M +$17.5K +154 +0.5%
XF
297
XML Financial
Maryland
$3.88M +$111K +979 +3%
AP
298
Advisor Partners
California
$3.87M +$63K +554 +2%
BKA
299
Brick & Kyle Associates
Pennsylvania
$3.85M -$3.83M -33,683 -51%
AWM
300
Avitas Wealth Management
California
$3.84M -$21.5K -189 -0.6%

PRU Hedge Fund Activity: Q1 2022 in Review

1,217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2022, worth a combined $25.7B — up 11% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PRU positions and 95 closed out — a net gain of 33 holders — while 515 added to existing stakes and 365 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 1,217 institutional investors held Prudential Financial (PRU) as of Q1 2022, up from 1,199 in Q4 2021.
  • Funds reported $25.7B of Prudential Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 128 funds opened new Prudential Financial positions in Q1 2022 and 95 closed out, a net change of +33 holders.
  • The largest Prudential Financial buyer in Q1 2022 was First Trust Advisors, an estimated $206M added.
  • The largest Prudential Financial seller in Q1 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2022.