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Prudential Financial

1,217 hedge funds and large institutions have $25.7B invested in Prudential Financial in 2022 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 515 increasing their positions, 365 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

41% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 365

35% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 95

11% more capital invested

Capital invested by funds: $23.2B → $25.7B (+$2.47B)

2% more funds holding

Funds holding: 1,1991,217 (+18)

1.03% more ownership

Funds ownership: 56.79%57.82% (+1%)

25% less call options, than puts

Call options by funds: $401M | Put options by funds: $531M

Holders
1,217
Holders Change
+18
Holders Change %
+1.5%
% of All Funds
19.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
128
Increased
515
Reduced
365
Closed
95
Calls
$401M
Puts
$531M
Net Calls
-$130M
Net Calls Change
+$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
501
Zhang Financial
Michigan
$1.24M
SW
502
SVB Wealth
Massachusetts
$1.24M +$381K +3,348 +47%
S
503
Seeyond
France
$1.23M +$130K +1,145 +12%
AWM
504
Accel Wealth Management
Iowa
$1.23M -$89K -783 -7%
DIP
505
DT Investment Partners
Pennsylvania
$1.23M +$80.4K +707 +7%
CLCM
506
Crawford Lake Capital Management
New Jersey
$1.23M +$1.18M +10,370 New
SAM
507
Sabadell Asset Management
Spain
$1.22M
VCM
508
Virtue Capital Management
Tennessee
$1.22M +$240K +2,107 +26%
TIA
509
Trust Investment Advisors
Indiana
$1.21M +$22.3K +196 +2%
BWP
510
Baldwin Wealth Partners
Massachusetts
$1.21M +$1.16M +10,200 New
BCA
511
Bray Capital Advisors
Florida
$1.2M +$11.6K +102 +1%
BS
512
Bessemer Securities
New York
$1.2M +$373K +3,279 +48%
PT
513
Plimoth Trust
Massachusetts
$1.17M -$30.7K -270 -3%
Lazard Asset Management
514
Lazard Asset Management
New York
$1.17M -$110K -971 -9%
PSB
515
Piscataqua Savings Bank
New Hampshire
$1.17M -$20.6K -181 -2%
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$1.17M +$14.6K +128 +1%
SA
517
Strategic Advisors
New York
$1.16M -$171K -1,500 -13%
TWI
518
Thomas White International
Illinois
$1.16M
CFGS
519
Concourse Financial Group Securities
Alabama
$1.15M -$89.4K -786 -8%
OPW
520
Oxler Private Wealth
New York
$1.14M +$12.2K +107 +1%
IFWM
521
Institute for Wealth Management
Colorado
$1.14M -$6.94K -61 -0.6%
SSG
522
Summit Securities Group
New York
$1.13M -$351K -3,085 -24%
CHJWM
523
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$5.68K +50 +0.5%
BOTW
524
Bank of the West
California
$1.12M -$19.7K -173 -2%
CIM
525
CIM Investment Management
Pennsylvania
$1.09M -$1.14K -10 -0.1%

PRU Hedge Fund Activity: Q1 2022 in Review

1,217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2022, worth a combined $25.7B — up 11% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PRU positions and 95 closed out — a net gain of 33 holders — while 515 added to existing stakes and 365 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 1,217 institutional investors held Prudential Financial (PRU) as of Q1 2022, up from 1,199 in Q4 2021.
  • Funds reported $25.7B of Prudential Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 128 funds opened new Prudential Financial positions in Q1 2022 and 95 closed out, a net change of +33 holders.
  • The largest Prudential Financial buyer in Q1 2022 was First Trust Advisors, an estimated $206M added.
  • The largest Prudential Financial seller in Q1 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2022.