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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
Deutsche Bank
26
Deutsche Bank
Germany
$93.7M -$7.52M -89,872 -8%
Stifel Financial
27
Stifel Financial
Missouri
$90.8M +$14.2M +169,838 +20%
DLA
28
Douglas Lane & Associates
New York
$81.4M -$3.62M -43,250 -4%
Barclays
29
Barclays
United Kingdom
$80.3M +$33.5M +400,703 +79%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$79.8M -$161M -1,928,750 -68%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$79.2M -$17.3M -206,422 -19%
ZIM
32
Zacks Investment Management
Illinois
$74.7M +$422K +5,048 +0.6%
First Trust Advisors
33
First Trust Advisors
Illinois
$73.8M +$1.11M +13,314 +2%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$69.8M -$736K -8,796 -1%
CS
35
Credit Suisse
Switzerland
$68.9M -$6.36M -75,978 -9%
Millennium Management
36
Millennium Management
New York
$68.1M -$77.4M -925,240 -55%
Truist Financial
37
Truist Financial
North Carolina
$65M +$573K +6,846 +0.9%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$64.6M +$6.25M +74,752 +11%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$64.4M +$1.57M +18,729 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$63.6M -$3.72M -44,409 -6%
A
41
AustralianSuper
Australia
$60.1M +$9.62M +115,002 +20%
Federated Hermes
42
Federated Hermes
Pennsylvania
$60M +$2.46M +29,446 +5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$59.7M -$3.56M -42,608 -6%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$59.6M -$652K -7,792 -1%
Two Sigma Investments
45
Two Sigma Investments
New York
$58.9M +$52.5M +627,569 +1,556%
Ameriprise
46
Ameriprise
Minnesota
$58M -$115M -1,378,307 -68%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$52.8M -$3.35M -40,083 -6%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$51.9M -$3.32M -39,713 -6%
Bessemer Group
49
Bessemer Group
New Jersey
$50.3M -$845K -10,101 -2%
American Century Companies
50
American Century Companies
Missouri
$49.5M +$656K +7,842 +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.