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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
CA
526
Carson Advisory
Georgia
$767K +$2.17K +26 +0.3%
RA
527
RFG Advisory
Alabama
$763K +$3.18K +38 +0.4%
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$750K -$145K -1,732 -17%
FMWA
529
Forvis Mazars Wealth Advisors
Missouri
$750K +$194K +2,321 +38%
SBIA
530
Sheaff Brock Investment Advisors
Indiana
$747K +$55.5K +663 +8%
GC
531
Garde Capital
Washington
$746K +$502K +5,996 +244%
EWA
532
Etesian Wealth Advisors
Oregon
$732K -$17.9K -214 -3%
SPC
533
Sigma Planning Corp
Michigan
$731K -$528K -6,312 -43%
RIA
534
Realta Investment Advisors
Delaware
$728K +$55.1K +659 +9%
GT
535
Greenleaf Trust
Michigan
$726K -$109K -1,303 -14%
PI
536
PFG Investments
New York
$725K -$10.8K -129 -2%
Brown Advisory
537
Brown Advisory
Maryland
$721K -$71.3K -852 -9%
SJIM
538
St. Johns Investment Management
Florida
$717K -$6.53K -78 -1%
HSA
539
HBK Sorce Advisory
Pennsylvania
$713K +$12.9K +154 +2%
CL
540
COWA LLC
Oklahoma
$702K +$2.51K +30 +0.4%
EGA
541
E&G Advisors
Texas
$701K -$12.6K -150 -2%
HH
542
Hilltop Holdings
Texas
$698K +$9.71K +116 +1%
EAM
543
Erste Asset Management
Austria
$697K -$3.38M -40,445 -84%
GWSG
544
GPS Wealth Strategies Group
Colorado
$696K +$181K +2,169 +38%
IWM
545
IHT Wealth Management
Illinois
$695K +$10.7K +128 +2%
Boston Partners
546
Boston Partners
Massachusetts
$692K
CFGS
547
Concourse Financial Group Securities
Alabama
$691K -$45.3K -541 -6%
VI
548
Vestcor Inc
New Brunswick, Canada
$686K -$84.2K -1,006 -11%
TCM
549
Twin Capital Management
Pennsylvania
$679K -$5.77K -69 -0.9%
TBA
550
Tower Bridge Advisors
Pennsylvania
$676K -$25.1K -300 -4%

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.