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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
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$1.5M
TAF
377
Tredje AP-fonden
Sweden
$1.5M +$235K +2,808 +20%
WPP
378
Whalerock Point Partners
Rhode Island
$1.49M +$16.1K +192 +1%
BCV
379
Banque Cantonale Vaudoise
Switzerland
$1.48M -$284K -3,400 -17%
AAS
380
Avantax Advisory Services
Texas
$1.47M +$13.5K +161 +1%
CB
381
Commerce Bank
Missouri
$1.47M +$257K +3,075 +23%
UCB
382
United Community Bank
South Carolina
$1.47M +$25.5K +305 +2%
IAA
383
Independent Advisor Alliance
North Carolina
$1.46M -$564K -6,736 -29%
AssetMark Inc
384
AssetMark Inc
California
$1.46M +$150K +1,798 +12%
ZIG
385
Zurich Insurance Group
Switzerland
$1.46M
NGA
386
Naples Global Advisors
Florida
$1.44M +$266K +3,175 +24%
WA
387
Wambolt & Associates
Colorado
$1.43M +$111K +1,321 +9%
PA
388
Procyon Advisors
Connecticut
$1.43M +$103K +1,235 +8%
SW
389
SVB Wealth
Massachusetts
$1.42M +$293K +3,502 +28%
MIC
390
Means Investment Company
Maine
$1.42M +$24.8K +296 +2%
MSAM
391
Moloney Securities Asset Management
Missouri
$1.42M +$82K +980 +7%
ONB
392
Old National Bancorp
Indiana
$1.41M -$253K -3,027 -16%
AWM
393
Accel Wealth Management
Iowa
$1.4M +$496K +5,923 +59%
MLICM
394
Metropolitan Life Insurance Company (MetLife)
New York
$1.4M -$46.4K -554 -3%
DC
395
Davenport & Co
Virginia
$1.39M -$66.7K -797 -5%
Capstone Investment Advisors
396
Capstone Investment Advisors
New York
$1.39M -$200K -2,391 -13%
SWP
397
Stratos Wealth Partners
Ohio
$1.38M +$102K +1,223 +8%
RI
398
Ridgewood Investments
New Jersey
$1.37M +$47.5K +568 +4%
PP
399
Patten & Patten
Tennessee
$1.37M +$156K +1,865 +14%
PA
400
Pinnacle Associates
New York
$1.37M +$3.77K +45 +0.3%

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.