We are live on ! Find out more
PRU icon

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
GFA
426
Gifford Fong Associates
California
$1.19M
HCM
427
Harvey Capital Management
Florida
$1.19M
Impax Asset Management Group
428
Impax Asset Management Group
United Kingdom
$1.17M -$290K -3,463 -21%
CB
429
CNB Bank
Pennsylvania
$1.17M -$40.1K -479 -3%
BDS
430
Banco de Sabadell
Florida
$1.16M -$38.8K -464 -3%
AP
431
Americana Partners
Texas
$1.16M -$82.4K -985 -7%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.16M +$753 +9 +0.1%
TA
433
TFG Advisers
Michigan
$1.15M +$39.7K +475 +4%
GIA
434
Gateway Investment Advisers
Ohio
$1.15M -$11K -131 -1%
SACTSONJ
435
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M
OTPPB
436
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$119K -1,428 -10%
SNBOSCI
437
Security National Bank of Sioux City Iowa
Iowa
$1.13M +$1.07M +12,775 New
JFG
438
Jefferies Financial Group
New York
$1.13M -$2.33M -27,833 -69%
DIP
439
DT Investment Partners
Pennsylvania
$1.12M +$7.95K +95 +0.8%
BW
440
Bison Wealth
Georgia
$1.12M -$162K -1,931 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
441
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M -$9.43M -112,722 -90%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$1.11M -$3.62M -43,240 -77%
NERM
443
New England Research & Management
Illinois
$1.11M -$712K -8,512 -40%
AWA
444
Arete Wealth Advisors
Illinois
$1.11M +$145K +1,732 +16%
CCP
445
Clarkston Capital Partners
Michigan
$1.1M
AI
446
AXS Investments
New York
$1.1M +$1.05M +12,500 New
APG Asset Management
447
APG Asset Management
Netherlands
$1.1M -$117K -1,400 -9%
ECM
448
Everence Capital Management
Indiana
$1.1M
TWC
449
TD Waterhouse Canada
Ontario, Canada
$1.1M +$124K +1,477 +14%
BCI
450
Brinker Capital Investments
Pennsylvania
$1.09M +$64.4K +770 +7%

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.