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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
CFGS
526
Concourse Financial Group Securities
Alabama
$801K -$25.3K -263 -3%
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$793K +$122K +1,266 +16%
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792K -$26.7K -277 -3%
MAM
529
Meeder Asset Management
Ohio
$788K -$2.44M -25,352 -73%
IFWM
530
Institute for Wealth Management
Colorado
$786K -$8.66K -90 -1%
CIM
531
CIM Investment Management
Pennsylvania
$786K
CFB
532
Cullen/Frost Bankers
Texas
$777K +$13.2K +137 +2%
RA
533
RFG Advisory
Alabama
$775K +$62.5K +649 +9%
CAAS
534
Capital Asset Advisory Services
Michigan
$774K -$26.9K -279 -3%
CA
535
Carson Advisory
Georgia
$774K -$16.2K -168 -2%
LIM
536
Longfellow Investment Management
Massachusetts
$774K
SBIA
537
Sheaff Brock Investment Advisors
Indiana
$774K +$97.9K +1,017 +13%
PAWC
538
P.A.W. Capital
Connecticut
$772K
TSW
539
Thompson Siegel & Walmsley
Virginia
$769K -$163K -1,696 -16%
VI
540
Versor Investments
New York
$763K +$202K +2,100 +31%
PWM
541
Palumbo Wealth Management
New York
$761K +$30.3K +315 +4%
ZIG
542
Zullo Investment Group
Pennsylvania
$759K +$19.9K +207 +2%
MIP
543
Marietta Investment Partners
Wisconsin
$756K
RJT
544
Raymond James Trust
Florida
$755K +$24.9K +259 +3%
CFG
545
Citizens Financial Group
Rhode Island
$753K +$162K +1,687 +24%
BFG
546
Beacon Financial Group
Texas
$747K
AWM
547
Accel Wealth Management
Iowa
$747K +$6.16K +64 +0.8%
AWE
548
Avidian Wealth Enterprises
Texas
$733K -$16.8K -175 -2%
TCM
549
Twin Capital Management
Pennsylvania
$733K +$11.5K +119 +1%
BOTW
550
Bank of the West
California
$730K -$13.3K -138 -2%

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.