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Prudential Financial

1,123 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 475 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 347

0.1% more ownership

Funds ownership: 57.24%57.34% (+0.1%)

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

2% less funds holding

Funds holding: 1,1481,123 (-25)

11% less capital invested

Capital invested by funds: $20.4B → $18.2B (-$2.22B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $407M | Put options by funds: $575M

Holders
1,123
Holders Change
-25
Holders Change %
-2.18%
% of All Funds
19.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
83
Increased
475
Reduced
347
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
426
Bangor Savings Bank
Maine
$1.27M +$37.9K +394 +3%
MNBTD
427
Moody National Bank Trust Division
Texas
$1.26M +$366K +3,804 +35%
RC
428
RegentAtlantic Capital
New Jersey
$1.26M +$63.6K +661 +5%
MCM
429
Mork Capital Management
California
$1.25M
OWA
430
Octavia Wealth Advisors
Ohio
$1.24M +$136K +1,412 +11%
IWA
431
IVC Wealth Advisors
Pennsylvania
$1.23M -$9.43K -98 -0.7%
WFA
432
WMG Financial Advisors
Tennessee
$1.22M +$1.73K +18 +0.1%
SS
433
Sunbelt Securities
Texas
$1.22M -$43.9K -456 -3%
MSAM
434
Moloney Securities Asset Management
Missouri
$1.22M -$36.7K -381 -3%
HCM
435
Harvey Capital Management
Florida
$1.21M -$9.63K -100 -0.7%
Luther King Capital Management (LKCM)
436
Luther King Capital Management (LKCM)
Texas
$1.2M
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M -$282K -2,932 -18%
SW
438
SkyOak Wealth
Michigan
$1.18M -$38.4K -399 -3%
FF
439
FourThought Financial
Florida
$1.18M +$111K +1,150 +9%
NGA
440
Naples Global Advisors
Florida
$1.18M +$39.9K +415 +3%
CIP
441
Convergence Investment Partners
Florida
$1.17M -$327K -3,398 -20%
Capital Fund Management (CFM)
442
Capital Fund Management (CFM)
France
$1.16M +$1.3M +13,542 New
BAMF
443
BI Asset Management Fondsmaeglerselskab
Denmark
$1.16M -$478K -4,964 -27%
GFA
444
Gifford Fong Associates
California
$1.16M
RCM
445
Radnor Capital Management
Pennsylvania
$1.15M +$55K +571 +4%
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$1.15M +$225K +2,339 +21%
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.14M +$50K +519 +4%
CAM
448
Cresset Asset Management
Illinois
$1.14M +$312K +3,241 +32%
BRWA
449
B. Riley Wealth Advisors
Florida
$1.14M +$574K +5,960 +81%
SNBOSD
450
Security National Bank of So Dak
Iowa
$1.13M +$10.8K +112 +0.9%

PRU Hedge Fund Activity: Q3 2022 in Review

1,123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2022, worth a combined $18.2B — down 11% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PRU and 83 opened new positions — a net loss of 6 holders — while 347 trimmed existing stakes and 475 added.

The largest buyer was Charles Schwab, adding an estimated $54.8M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $88.6M sold.

  • 1,123 institutional investors held Prudential Financial (PRU) as of Q3 2022, down from 1,148 in Q2 2022.
  • Funds reported $18.2B of Prudential Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 83 funds opened new Prudential Financial positions in Q3 2022 and 89 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q3 2022 was Charles Schwab, an estimated $54.8M added.
  • The largest Prudential Financial seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2022.