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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
MCC
501
Money Concepts Capital
Florida
$893K +$47.2K +490 +5%
CA
502
Cullinan Associates
Kentucky
$891K -$27K -280 -3%
PAS
503
Park Avenue Securities
New York
$884K +$82.2K +854 +9%
VC
504
Vicus Capital
Pennsylvania
$882K -$53.1K -552 -5%
FTDI
505
First Trust Direct Indexing
Massachusetts
$876K +$206K +2,145 +27%
BWP
506
Baldwin Wealth Partners
Massachusetts
$875K
TIA
507
Trust Investment Advisors
Indiana
$873K +$47.2K +490 +5%
DTL
508
Dynamic Technology Lab
Singapore
$867K +$973K +10,105 New
LNC
509
Lincoln National Corp
Pennsylvania
$866K +$50.1K +520 +5%
ZF
510
Zhang Financial
Michigan
$859K
GC
511
Gilbert & Cook
Iowa
$858K +$10K +104 +1%
CCP
512
Clarkston Capital Partners
Michigan
$858K +$241K +2,500 +33%
OPW
513
Oxler Private Wealth
New York
$852K +$11.6K +121 +1%
PP
514
Patten & Patten
Tennessee
$846K +$55.4K +575 +6%
DCM
515
Donaldson Capital Management
Indiana
$844K -$16.4K -170 -2%
TWI
516
Thomas White International
Illinois
$840K
CIC
517
Chilton Investment Company
Connecticut
$838K +$941K +9,773 New
SC
518
Savant Capital
Illinois
$835K +$10.1K +105 +1%
OIA
519
OneDigital Investment Advisors
Kansas
$829K +$37.9K +394 +4%
AWM
520
Apollon Wealth Management
South Carolina
$827K -$119K -1,235 -11%
PSB
521
Piscataqua Savings Bank
New Hampshire
$826K -$19.3K -200 -2%
SIA
522
Schechter Investment Advisors
Michigan
$825K -$71.8K -746 -7%
AWP
523
Ascent Wealth Partners
New York
$823K -$89.8K -933 -9%
GIA
524
Gateway Investment Advisers
Ohio
$821K -$48.3K -502 -5%
EF
525
Empirical Finance
Pennsylvania
$809K +$144K +1,501 +19%

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.