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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
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$2.66M -$604K -7,225 -19%
AI
302
Atria Investments
North Carolina
$2.65M -$61.8K -739 -2%
SAM
303
Securian Asset Management
Minnesota
$2.62M -$50.2K -600 -2%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$2.6M +$99.9K +1,194 +4%
OIM
305
Orca Investment Management
Oregon
$2.6M +$21.2K +253 +0.9%
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$2.6M -$418K -5,001 -15%
API
307
Advisor Partners II
California
$2.59M +$145K +1,733 +6%
KRS
308
Kentucky Retirement Systems
Kentucky
$2.59M +$20.9K +250 +0.9%
QC
309
Quadrature Capital
United Kingdom
$2.57M -$5.31M -63,443 -69%
TC
310
Trilogy Capital
California
$2.57M +$2.27M +27,079 New
CNBT
311
Canandaigua National Bank & Trust
New York
$2.48M +$22.1K +264 +0.9%
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$2.47M -$72.1K -862 -3%
CC
313
Courier Capital
New York
$2.47M -$187K -2,240 -7%
ACG
314
Allen Capital Group
Nebraska
$2.47M +$93.4K +1,116 +4%
Teacher Retirement System of Texas
315
Teacher Retirement System of Texas
Texas
$2.45M -$1.67M -19,991 -42%
CSPAM
316
Cary Street Partners Asset Management
Virginia
$2.44M +$4.68K +56 +0.2%
APF
317
Alaska Permanent Fund
Alaska
$2.43M +$2.31M +27,600 New
MA
318
Mutual Advisors
Nebraska
$2.39M +$203K +2,424 +10%
PCA
319
Providence Capital Advisors
North Carolina
$2.39M +$23.3K +278 +1%
AT
320
Arvest Trust
Oklahoma
$2.39M -$125K -1,491 -6%
NB
321
NBT Bank
New York
$2.39M +$146K +1,747 +7%
SG Americas Securities
322
SG Americas Securities
New York
$2.37M +$2.25M +26,856 New
HWA
323
HCR Wealth Advisors
California
$2.37M +$251K +3,002 +13%
SPIA
324
Steward Partners Investment Advisory
New York
$2.31M -$96.2K -1,150 -4%
JWCA
325
J.W. Cole Advisors
Florida
$2.31M -$47.3K -565 -2%

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.