We are live on ! Find out more
PRU icon

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
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$960K -$222K -1,953 -19%
AWP
552
Ascent Wealth Partners
New York
$959K +$75.7K +666 +9%
LNC
553
Lincoln National Corp
Pennsylvania
$955K -$28.9K -254 -3%
NIMI
554
Natixis Investment Managers International
France
$954K +$919K +8,078 New
RFM
555
Royal Fund Management
Florida
$953K +$47.3K +416 +5%
BRWA
556
B. Riley Wealth Advisors
Florida
$950K -$263K -2,313 -22%
MAM
557
Morse Asset Management
Connecticut
$948K -$266K -2,335 -23%
PAWC
558
P.A.W. Capital
Connecticut
$945K
PWM
559
Palumbo Wealth Management
New York
$941K +$19.6K +172 +2%
TI
560
Tidal Investments
Wisconsin
$929K +$56.5K +497 +7%
DY
561
Dowling & Yahnke
California
$917K -$78.5K -690 -8%
GC
562
Gilbert & Cook
Iowa
$917K +$26.8K +236 +3%
CIC
563
Cornercap Investment Counsel
Georgia
$916K -$1.2M -10,533 -58%
CL
564
COWA LLC
Oklahoma
$912K +$2.62K +23 +0.3%
PAS
565
Park Avenue Securities
New York
$906K +$555K +4,885 +176%
OIA
566
OneDigital Investment Advisors
Kansas
$904K +$86.9K +764 +11%
CIAS
567
Capital Investment Advisory Services
North Carolina
$902K -$13.6K -120 -2%
ACA
568
Atlas Capital Advisors
Wyoming
$897K +$847K +7,445 +5,030%
TCM
569
Twin Capital Management
Pennsylvania
$889K -$142K -1,250 -14%
EF
570
Empirical Finance
Pennsylvania
$889K +$86K +756 +11%
Boston Partners
571
Boston Partners
Massachusetts
$888K +$24.8K +218 +3%
HSA
572
HBK Sorce Advisory
Pennsylvania
$886K -$1.93K -17 -0.2%
CCP
573
Clarkston Capital Partners
Michigan
$886K +$853K +7,500 New
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$877K -$177K -1,558 -17%
FTDI
575
First Trust Direct Indexing
Massachusetts
$876K +$47.3K +416 +6%

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.