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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
Deutsche Bank
26
Deutsche Bank
Germany
$136M -$8.37M -86,943 -5%
Wells Fargo
27
Wells Fargo
California
$118M -$12.5M -129,856 -9%
Amundi
28
Amundi
France
$100M -$19.9M -206,462 -16%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$97.5M -$5.94M -61,657 -5%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$96.8M +$8.64M +89,761 +9%
DLA
31
Douglas Lane & Associates
New York
$90.4M -$33.1K -344 -0%
UBS Group
32
UBS Group
Switzerland
$81.8M -$11.5M -119,005 -11%
Stifel Financial
33
Stifel Financial
Missouri
$77.4M +$2.42M +25,108 +3%
Mariner
34
Mariner
Kansas
$73.4M +$7.89M +81,998 +11%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$73.1M +$10.1M +105,390 +14%
Bessemer Group
36
Bessemer Group
New Jersey
$70.2M -$17.9M -185,770 -19%
Victory Capital Management
37
Victory Capital Management
Texas
$69.5M +$9.89M +102,755 +15%
CS
38
Credit Suisse
Switzerland
$68.5M -$850K -8,826 -1%
ZIM
39
Zacks Investment Management
Illinois
$67.7M +$2.3M +23,842 +3%
Barclays
40
Barclays
United Kingdom
$65.6M +$5.84M +60,716 +9%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$64.2M +$6.02M +62,553 +9%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$61.3M -$10.9M -112,852 -14%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$59.3M +$1.99M +20,672 +3%
Truist Financial
44
Truist Financial
North Carolina
$58.8M +$2.56M +26,628 +4%
National Pension Service
45
National Pension Service
South Korea
$56.7M +$2.01M +20,866 +3%
Federated Hermes
46
Federated Hermes
Pennsylvania
$56.2M +$257K +2,667 +0.4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$55.7M +$1.06M +10,961 +2%
VRS
48
Virginia Retirement Systems
Virginia
$52.5M +$59M +612,500 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$50.4M +$4.57M +47,527 +9%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$48.2M +$3.14M +32,670 +6%

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.