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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
CAM
326
Cresset Asset Management
Illinois
$2.24M +$1.25M +14,892 +143%
CGH
327
Crossmark Global Holdings
Texas
$2.17M -$351K -4,199 -16%
AWM
328
Avitas Wealth Management
California
$2.15M +$17.4K +208 +0.9%
Wellington Management Group
329
Wellington Management Group
Massachusetts
$2.14M -$203M -2,431,921 -99%
SGCA
330
Steel Grove Capital Advisors
Tennessee
$2.04M +$302K +3,610 +18%
BOSSRA
331
B.O.S.S. Retirement Advisors
Utah
$2.04M +$37.2K +445 +2%
WSTAM
332
Wilbanks Smith & Thomas Asset Management
Virginia
$2.03M -$262K -3,127 -12%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$2M -$18.7K -224 -1%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$1.99M -$109K -1,300 -5%
BMC
335
Benin Management Corp
Connecticut
$1.99M -$14.6K -175 -0.8%
OC
336
Oppenheimer & Co
New York
$1.95M +$74.8K +894 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
337
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.95M -$722K -8,626 -28%
BRWA
338
B. Riley Wealth Advisors
Florida
$1.95M +$229K +2,738 +14%
SCA
339
Stonebridge Capital Advisors
Minnesota
$1.94M +$37.1K +444 +2%
APP
340
Avantax Planning Partners
Iowa
$1.92M +$57.4K +686 +3%
WCBA
341
Weaver C. Barksdale & Associates
Tennessee
$1.91M +$246K +2,945 +16%
SO
342
STRS Ohio
Ohio
$1.87M +$181K +2,168 +11%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$1.86M +$552K +6,597 +45%
EF
344
Empowered Funds
Pennsylvania
$1.86M -$1.63M -19,465 -48%
EST
345
EA Series Trust
Pennsylvania
$1.86M +$1.77M +21,133 New
DIA
346
Dana Investment Advisors
Wisconsin
$1.83M
CT
347
Chicago Trust
Illinois
$1.83M -$30.3K -362 -2%
CT
348
Caldwell Trust
Florida
$1.78M -$79K -944 -4%
PWS
349
Peloton Wealth Strategists
Indiana
$1.77M -$41.8K -500 -2%
MCM
350
Mainstay Capital Management
Michigan
$1.77M -$49.8K -595 -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.