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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
HCM
276
Hudson Capital Management
New Jersey
$3M +$263K +3,138 +10%
Kayne Anderson Rudnick Investment Management
277
Kayne Anderson Rudnick Investment Management
California
$2.99M -$39.4K -471 -1%
Acadian Asset Management
278
Acadian Asset Management
Massachusetts
$2.97M -$8.95M -107,020 -76%
VPIM
279
Vanguard Personalized Indexing Management
California
$2.95M +$690K +8,243 +33%
IMRF
280
Illinois Municipal Retirement Fund
Illinois
$2.94M -$5.9M -70,500 -68%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$2.93M -$105K -1,260 -4%
BC
282
Burney Company
Virginia
$2.93M -$1.22M -14,605 -31%
XF
283
XML Financial
Maryland
$2.92M +$50.8K +607 +2%
BCIM
284
British Columbia Investment Management
British Columbia, Canada
$2.92M +$26.4K +316 +1%
SEI Investments
285
SEI Investments
Pennsylvania
$2.84M -$203K -2,429 -7%
NA
286
NewEdge Advisors
Louisiana
$2.84M -$167K -1,991 -6%
NB
287
Norinchukin Bank
Japan
$2.8M +$972K +11,618 +58%
UA
288
Unison Advisors
District of Columbia
$2.8M +$38.2K +456 +1%
EH
289
Equitable Holdings
New York
$2.8M +$32.9K +393 +1%
LFAS
290
Level Four Advisory Services
Texas
$2.78M +$123K +1,465 +5%
PP
291
Prudential plc
United Kingdom
$2.73M -$249K -2,973 -9%
USCWA
292
U.S. Capital Wealth Advisors
Texas
$2.72M -$716K -8,561 -22%
FM
293
Foster & Motley
Ohio
$2.72M -$294K -3,512 -10%
TW
294
TrinityPoint Wealth
Connecticut
$2.71M +$2.57M +30,668 New
VVP
295
Venture Visionary Partners
Ohio
$2.7M +$381K +4,554 +17%
PRC
296
Pearl River Capital
Michigan
$2.69M +$2.06M +24,653 +423%
PFO
297
Pathstone Family Office
New Jersey
$2.69M -$285K -3,406 -10%
KCFA
298
Key Client Fiduciary Advisors
New Jersey
$2.67M +$222K +2,654 +10%
SWA
299
Stratos Wealth Advisors
Ohio
$2.67M +$96.9K +1,158 +4%
EMPI
300
Elo Mutual Pension Insurance
Finland
$2.66M +$72.5K +867 +3%

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.