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Prudential Financial

1,217 hedge funds and large institutions have $25.7B invested in Prudential Financial in 2022 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 515 increasing their positions, 365 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

41% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 365

35% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 95

11% more capital invested

Capital invested by funds: $23.2B → $25.7B (+$2.47B)

2% more funds holding

Funds holding: 1,1991,217 (+18)

1.03% more ownership

Funds ownership: 56.79%57.82% (+1%)

25% less call options, than puts

Call options by funds: $401M | Put options by funds: $531M

Holders
1,217
Holders Change
+18
Holders Change %
+1.5%
% of All Funds
19.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
128
Increased
515
Reduced
365
Closed
95
Calls
$401M
Puts
$531M
Net Calls
-$130M
Net Calls Change
+$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
426
Sigma Planning Corp
Michigan
$1.75M -$122K -1,069 -7%
MSAM
427
Moloney Securities Asset Management
Missouri
$1.73M -$12.8K -113 -0.8%
FFG
428
Fortem Financial Group
California
$1.73M +$4.55K +40 +0.3%
MCM
429
Mork Capital Management
California
$1.73M
GT
430
Greenleaf Trust
Michigan
$1.7M +$276K +2,423 +20%
AWA
431
AmeriServ Wealth Advisors
Pennsylvania
$1.7M +$167K +1,470 +11%
WFA
432
WMG Financial Advisors
Tennessee
$1.7M -$68.6K -603 -4%
RC
433
RegentAtlantic Capital
New Jersey
$1.69M -$207K -1,821 -11%
SW
434
SkyOak Wealth
Michigan
$1.69M -$18.5K -163 -1%
IWA
435
IVC Wealth Advisors
Pennsylvania
$1.68M +$70K +616 +5%
RWM
436
RKL Wealth Management
Pennsylvania
$1.68M +$30.2K +266 +2%
HCM
437
Harvey Capital Management
Florida
$1.68M -$11.4K -100 -0.7%
GWM
438
Geneos Wealth Management
Colorado
$1.67M -$3.93M -34,563 -71%
CANY
439
Caxton Associates (New York)
New York
$1.67M +$1.18M +10,336 +274%
BSB
440
Bangor Savings Bank
Maine
$1.66M +$194K +1,710 +14%
NGA
441
Naples Global Advisors
Florida
$1.65M +$1.71K +15 +0.1%
RSC
442
Red Spruce Capital
Pennsylvania
$1.62M +$11.9K +105 +0.8%
CAM
443
Cresset Asset Management
Illinois
$1.61M -$602K -5,294 -28%
GT
444
Glenmede Trust
Pennsylvania
$1.6M +$87.3K +768 +6%
WPP
445
Whalerock Point Partners
Rhode Island
$1.6M +$325K +2,860 +27%
GFA
446
Gifford Fong Associates
California
$1.59M
LC
447
Lavaca Capital
Texas
$1.56M +$111K +974 +8%
VVP
448
Venture Visionary Partners
Ohio
$1.56M +$171K +1,505 +13%
SNBOSD
449
Security National Bank of So Dak
Iowa
$1.55M -$9.66K -85 -0.6%
CC
450
Centiva Capital
New York
$1.55M +$1.27M +11,156 +579%

PRU Hedge Fund Activity: Q1 2022 in Review

1,217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2022, worth a combined $25.7B — up 11% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PRU positions and 95 closed out — a net gain of 33 holders — while 515 added to existing stakes and 365 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 1,217 institutional investors held Prudential Financial (PRU) as of Q1 2022, up from 1,199 in Q4 2021.
  • Funds reported $25.7B of Prudential Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 128 funds opened new Prudential Financial positions in Q1 2022 and 95 closed out, a net change of +33 holders.
  • The largest Prudential Financial buyer in Q1 2022 was First Trust Advisors, an estimated $206M added.
  • The largest Prudential Financial seller in Q1 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2022.