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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
IRC
576
Investors Research Corp
Georgia
$626K
WWM
577
Western Wealth Management
Colorado
$623K +$36.1K +375 +5%
CAM
578
Carret Asset Management
New York
$621K -$2.41K -25 -0.3%
B
579
Bailard
California
$620K -$103K -1,072 -13%
MM
580
MQS Management
New York
$618K +$693K +7,201 New
LSA
581
Lion Street Advisors
Texas
$617K +$420K +4,368 +154%
LC
582
LCNB Corp
Ohio
$612K -$13.5K -140 -2%
MCM
583
Mengis Capital Management
Oregon
$610K
SS
584
Simplicity Solutions
Minnesota
$595K +$63.9K +664 +11%
IAN
585
Integrated Advisors Network
Texas
$593K +$130K +1,353 +24%
PT
586
Plimoth Trust
Massachusetts
$588K -$20.7K -215 -3%
IWM
587
IHT Wealth Management
Illinois
$586K +$168K +1,741 +34%
WA
588
WBH Advisory
Maryland
$576K -$28.6K -297 -4%
KWM
589
Kingsview Wealth Management
Oregon
$571K -$146K -1,513 -19%
BTIM
590
BancFirst Trust & Investment Management
Oklahoma
$569K
HBT
591
Heartland Bank & Trust
Illinois
$569K +$3.27K +34 +0.5%
AWC
592
Abundance Wealth Counselors
Pennsylvania
$568K +$31.3K +325 +5%
ITIM
593
Indiana Trust & Investment Management
Indiana
$566K -$30.8K -320 -5%
FB
594
Fulton Bank
Pennsylvania
$563K +$52.5K +545 +9%
Wolverine Trading
595
Wolverine Trading
Illinois
$558K -$1.07M -11,101 -63%
SWM
596
SeaCrest Wealth Management
New York
$553K -$1.52M -15,799 -71%
Brown Advisory
597
Brown Advisory
Maryland
$553K +$136K +1,408 +28%
UB
598
UMB Bank
Missouri
$549K +$10K +104 +2%
HWAM
599
Hennion & Walsh Asset Management
New Jersey
$545K -$946K -9,823 -61%
HP
600
Hikari Power
Japan
$545K

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.