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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
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$1.37M -$793K -9,482 -38%
SAM
402
Shell Asset Management
Netherlands
$1.36M -$205K -2,445 -14%
EB
403
Eastern Bank
Massachusetts
$1.35M +$5.27K +63 +0.4%
SCA
404
Snowden Capital Advisors
New York
$1.34M -$37.8K -452 -3%
FFP
405
FourThought Financial Partners
Florida
$1.34M +$72K +861 +6%
Arrowstreet Capital
406
Arrowstreet Capital
Massachusetts
$1.32M +$1.25M +14,964 New
ATFA
407
All Terrain Financial Advisors
Minnesota
$1.32M +$179K +2,140 +17%
AWM
408
Apollon Wealth Management
South Carolina
$1.32M -$1.59K -19 -0.1%
MNBTD
409
Moody National Bank Trust Division
Texas
$1.32M +$37.5K +448 +3%
IAIM
410
International Assets Investment Management
Florida
$1.31M -$123K -1,472 -9%
GCM
411
Graham Capital Management
Connecticut
$1.3M -$327K -3,910 -21%
IC
412
IEQ Capital
California
$1.3M -$224K -2,681 -15%
HT
413
Headlands Technologies
Illinois
$1.3M +$1.01M +12,042 +454%
OWA
414
Octavia Wealth Advisors
Ohio
$1.3M -$8.2K -98 -0.7%
WB
415
Webster Bank
Connecticut
$1.29M -$594K -7,105 -33%
MCM
416
Mork Capital Management
California
$1.29M
MWM
417
Modera Wealth Management
New Jersey
$1.28M +$985K +11,778 +424%
OAM
418
Ostrum Asset Management
France
$1.24M +$4.52K +54 +0.4%
SS
419
Sunbelt Securities
Texas
$1.24M -$29.4K -351 -2%
IWA
420
IVC Wealth Advisors
Pennsylvania
$1.23M +$2.85K +34 +0.2%
PAM
421
Panagora Asset Management
Massachusetts
$1.22M
Luther King Capital Management (LKCM)
422
Luther King Capital Management (LKCM)
Texas
$1.22M
SNBOSD
423
Security National Bank of So Dak
Iowa
$1.22M +$1.15M +13,801 New
ATC
424
Argent Trust Co
Tennessee
$1.21M +$70.5K +843 +7%
UH
425
Unigestion Holding
Switzerland
$1.2M +$83.7K +1,000 +8%

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.