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Prudential Financial

1,149 hedge funds and large institutions have $20.4B invested in Prudential Financial in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 474 increasing their positions, 402 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 402

0.58% less ownership

Funds ownership: 57.82%57.24% (-0.58%)

6% less funds holding

Funds holding: 1,2181,149 (-69)

20% less capital invested

Capital invested by funds: $25.7B → $20.4B (-$5.21B)

24% less call options, than puts

Call options by funds: $393M | Put options by funds: $514M

37% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 132

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
1,149
Holders Change
-69
Holders Change %
-5.67%
% of All Funds
19.35%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
83
Increased
474
Reduced
402
Closed
132
Calls
$393M
Puts
$514M
Net Calls
-$121M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
426
IVC Wealth Advisors
Pennsylvania
$1.38M +$15.6K +147 +1%
SPC
427
Sigma Planning Corp
Michigan
$1.37M -$59.7K -564 -4%
WFA
428
WMG Financial Advisors
Tennessee
$1.36M -$15.6K -147 -1%
SW
429
SkyOak Wealth
Michigan
$1.36M -$14.7K -139 -1%
VIA
430
Vident Investment Advisory
Georgia
$1.36M +$184K +1,739 +14%
HCM
431
Harvey Capital Management
Florida
$1.36M
TC
432
Trilogy Capital
California
$1.35M +$234K +2,208 +19%
RC
433
RegentAtlantic Capital
New Jersey
$1.34M -$32.5K -307 -2%
Luther King Capital Management (LKCM)
434
Luther King Capital Management (LKCM)
Texas
$1.33M -$625K -5,904 -30%
VanEck Associates
435
VanEck Associates
New York
$1.33M -$608K -5,742 -29%
JCM
436
Jacobi Capital Management
Pennsylvania
$1.31M +$120K +1,130 +9%
S
437
SignatureFD
Georgia
$1.3M -$243K -2,296 -14%
RSC
438
Red Spruce Capital
Pennsylvania
$1.3M -$15.2K -144 -1%
GFA
439
Gifford Fong Associates
California
$1.29M
BDF
440
Balasa Dinverno & Foltz
$1.28M -$365K -3,446 -21%
NGA
441
Naples Global Advisors
Florida
$1.27M -$71.1K -672 -5%
SNBOSD
442
Security National Bank of So Dak
Iowa
$1.25M -$5.82K -55 -0.4%
BAM
443
Blueshift Asset Management
New Jersey
$1.25M -$2.28M -21,555 -62%
OWA
444
Octavia Wealth Advisors
Ohio
$1.25M +$258K +2,437 +23%
SACTSONJ
445
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.24M
SKK
446
Shepherd Kaplan Krochuk
Massachusetts
$1.23M -$17.3K -163 -1%
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$1.23M -$885K -8,362 -39%
RCM
448
Radnor Capital Management
Pennsylvania
$1.23M +$167K +1,575 +14%
SW
449
SVB Wealth
Massachusetts
$1.23M +$252K +2,380 +23%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M +$175K +1,655 +15%

PRU Hedge Fund Activity: Q2 2022 in Review

1,149 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2022, worth a combined $20.4B — down 20% from $25.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of PRU and 83 opened new positions — a net loss of 49 holders — while 402 trimmed existing stakes and 474 added.

The largest buyer was Morgan Stanley, adding an estimated $178M. The largest seller was Nuveen, cutting an estimated $116M.

  • 1,149 institutional investors held Prudential Financial (PRU) as of Q2 2022, down from 1,218 in Q1 2022.
  • Funds reported $20.4B of Prudential Financial stock for Q2 2022, down 20% quarter-over-quarter.
  • 83 funds opened new Prudential Financial positions in Q2 2022 and 132 closed out, a net change of -49 holders.
  • The largest Prudential Financial buyer in Q2 2022 was Morgan Stanley, an estimated $178M added.
  • The largest Prudential Financial seller in Q2 2022 was Nuveen, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2022.