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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
OPS
451
Orion Portfolio Solutions
Nebraska
$1.09M +$64.4K +770 +7%
CA
452
Cullinan Associates
Kentucky
$1.09M +$435K +5,200 +72%
CC
453
Corton Capital
Ontario, Canada
$1.07M +$776K +9,278 +319%
PCC
454
Park Circle Company
Maryland
$1.06M
NSEDCP
455
NJ State Employees Deferred Compensation Plan
New Jersey
$1.06M
MCC
456
Money Concepts Capital
Florida
$1.05M +$127K +1,520 +15%
LD
457
Lipe & Dalton
New York
$1.04M -$20.7K -247 -2%
EF
458
Empirical Finance
Pennsylvania
$1.04M +$101K +1,207 +11%
AWP
459
Ascent Wealth Partners
New York
$1.04M +$17K +203 +2%
SW
460
SkyOak Wealth
Michigan
$1.03M -$166K -1,986 -14%
FFWA
461
FRG Family Wealth Advisors
Washington
$1.03M -$391K -4,675 -29%
PAM
462
Paradigm Asset Management
New York
$1.03M +$979K +11,700 New
CIC
463
Cornercap Investment Counsel
Georgia
$1.02M +$968K +11,574 New
JCM
464
Jacobi Capital Management
Pennsylvania
$1.02M +$6.86K +82 +0.7%
CIP
465
Convergence Investment Partners
Florida
$1.02M -$34.8K -416 -3%
William Blair & Company
466
William Blair & Company
Illinois
$1.02M -$36.4K -435 -4%
NMIMC
467
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M -$4.43K -53 -0.5%
DCM
468
Donaldson Capital Management
Indiana
$1.02M +$67.4K +805 +8%
BBVA
469
Banco Bilbao Vizcaya Argentaria
Spain
$1M +$12K +144 +1%
I
470
INVST
Indiana
$990K -$36.5K -436 -4%
LNC
471
Lincoln National Corp
Pennsylvania
$986K +$91.6K +1,095 +11%
TIA
472
Trust Investment Advisors
Indiana
$985K +$49.3K +589 +6%
OIA
473
OneDigital Investment Advisors
Kansas
$982K +$3.6K +43 +0.4%
MWM
474
Mission Wealth Management
California
$971K +$920K +11,001 New
CHJWM
475
Carlton Hofferkamp & Jenks Wealth Management
Texas
$959K +$586 +7 +0.1%

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.