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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
TAM
351
Tocqueville Asset Management
New York
$1.75M -$184K -2,198 -10%
VIA
352
Vident Investment Advisory
Georgia
$1.75M -$1.75M -20,859 -51%
N
353
Natixis
France
$1.7M +$1.01M +12,088 +168%
DWM
354
Darwin Wealth Management
Florida
$1.69M +$406K +4,851 +36%
DWM
355
Dakota Wealth Management
Florida
$1.67M +$53.9K +644 +4%
MWAM
356
Manhattan West Asset Management
California
$1.66M +$514K +6,140 +48%
BBNA
357
Bremer Bank National Association
Minnesota
$1.66M -$190K -2,275 -11%
MGP
358
Metis Global Partners
California
$1.65M +$142K +1,702 +10%
CA
359
Cetera Advisors
Colorado
$1.65M +$175K +2,094 +13%
RB
360
Rodgers Brothers
Pennsylvania
$1.64M +$1.67K +20 +0.1%
SIS
361
Sound Income Strategies
Florida
$1.6M +$118K +1,414 +8%
GT
362
Glenmede Trust
Pennsylvania
$1.6M
CRC
363
Curi RMB Capital
Illinois
$1.6M +$8.28K +99 +0.5%
PP
364
Paloma Partners
Connecticut
$1.59M +$1.51M +18,051 New
PGFC
365
Peapack-Gladstone Financial Corp
New Jersey
$1.59M +$19.2K +229 +1%
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$1.57M +$66.9K +800 +5%
TSS
367
Two Sigma Securities
New York
$1.57M +$1.25M +14,947 +535%
MCIA
368
Mountain Capital Investment Advisors
Colorado
$1.56M -$388K -4,632 -22%
DT
369
Diversified Trust
Tennessee
$1.55M +$495K +5,919 +51%
KAH
370
Kathryn A. Hall
$1.55M
FBFS
371
First Business Financial Services
Wisconsin
$1.53M -$4.02K -48 -0.3%
DEM
372
Disciplined Equity Management
Florida
$1.52M -$8.37K -100 -0.6%
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$1.52M +$302K +3,615 +27%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$1.51M +$1.36M +16,280 +1,918%
BC
375
Bartlett & Co
Ohio
$1.51M +$1.36M +16,280 +1,918%

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.