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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
GWM
501
Geneos Wealth Management
Colorado
$862K +$419K +5,011 +105%
RJT
502
Raymond James Trust
Florida
$848K +$80K +956 +11%
VC
503
Vicus Capital
Pennsylvania
$847K -$14.6K -174 -2%
PSB
504
Piscataqua Savings Bank
New Hampshire
$845K -$1.17K -14 -0.1%
LIM
505
Longfellow Investment Management
Massachusetts
$829K +$32K +382 +4%
CIM
506
CIM Investment Management
Pennsylvania
$829K +$84 +1 +0%
IB
507
Intrust Bank
Kansas
$822K -$20.9K -250 -3%
BFG
508
Bleakley Financial Group
New Jersey
$815K +$20.1K +240 +3%
SS
509
Simplicity Solutions
Minnesota
$815K +$19.9K +238 +3%
BCA
510
Bray Capital Advisors
Florida
$814K -$108K -1,289 -12%
PFS
511
Prospera Financial Services
Texas
$813K -$39.8K -476 -5%
WI
512
Wintrust Investments
Illinois
$810K -$251K -3,004 -25%
RG
513
Renaissance Group
Kentucky
$810K -$38.2K -456 -5%
ZIG
514
Zullo Investment Group
Pennsylvania
$809K +$14.5K +173 +2%
SLI
515
Sumitomo Life Insurance
Japan
$806K -$714K -8,537 -48%
DTL
516
Dynamic Technology Lab
Singapore
$804K +$762K +9,112 New
Verition Fund Management
517
Verition Fund Management
Connecticut
$802K -$5.67M -67,815 -88%
IFWM
518
Institute for Wealth Management
Colorado
$801K +$502 +6 +0.1%
GC
519
Gilbert & Cook
Iowa
$800K +$59K +705 +8%
KWM
520
Kingsview Wealth Management
Oregon
$799K -$57.8K -691 -7%
SIA
521
Schechter Investment Advisors
Michigan
$779K -$3.93K -47 -0.5%
ACM
522
Aquatic Capital Management
Illinois
$776K -$4.79M -57,200 -87%
EP
523
Eudaimonia Partners
Tennessee
$774K -$188K -2,250 -20%
VanEck Associates
524
VanEck Associates
New York
$772K -$2.11M -25,205 -74%
MAS
525
Meeder Advisory Services
Ohio
$771K +$118K +1,405 +19%

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.