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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
PI
476
PineBridge Investments
New York
$957K -$2.85K -34 -0.3%
Vontobel Holding
477
Vontobel Holding
Switzerland
$955K -$98.3K -1,175 -10%
AO
478
Advisor OS
Illinois
$953K -$362K -4,330 -29%
S
479
SignatureFD
Georgia
$953K -$68.4K -817 -7%
SAM
480
Sabadell Asset Management
Spain
$951K
WFA
481
WMG Financial Advisors
Tennessee
$948K +$249K +2,981 +38%
FTDI
482
First Trust Direct Indexing
Massachusetts
$947K +$64.3K +769 +8%
TCM
483
Teza Capital Management
Illinois
$941K +$893K +10,671 New
V
484
Veritable
Delaware
$930K -$238K -2,843 -21%
WT
485
Whittier Trust
California
$928K -$213K -2,549 -20%
BSB
486
Bangor Savings Bank
Maine
$915K +$51.3K +613 +6%
ET
487
Equitable Trust
Tennessee
$914K -$2.17K -26 -0.3%
OPW
488
Oxler Private Wealth
New York
$912K +$12.6K +150 +1%
M
489
Mirova
France
$903K -$1.01M -12,129 -54%
BWP
490
Baldwin Wealth Partners
Massachusetts
$900K
IG
491
ING Group
Netherlands
$893K -$3.63M -43,418 -81%
SC
492
Savant Capital
Illinois
$886K +$90.9K +1,087 +12%
VIM
493
Vinva Investment Management
Australia
$886K +$844K +10,083 New
SA
494
Strategic Advisors
New York
$883K
ZF
495
Zhang Financial
Michigan
$882K
EWS
496
Evergreen Wealth Solutions
Pennsylvania
$878K +$5.27K +63 +0.6%
VCM
497
Virtue Capital Management
Tennessee
$875K +$11.8K +141 +1%
MC
498
Moors & Cabot
Massachusetts
$869K -$70.4K -841 -8%
TWI
499
Thomas White International
Illinois
$864K
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$864K +$43.9K +525 +6%

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.