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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
CIAS
576
Capital Investment Advisory Services
North Carolina
$584K +$2.51K +30 +0.5%
TRCT
577
Tower Research Capital (TRC)
New York
$583K -$1.42M -16,990 -72%
FB
578
Fulton Bank
Pennsylvania
$582K +$4.6K +55 +0.8%
EI
579
Ellevest Inc
New York
$580K +$92.9K +1,110 +20%
BTIM
580
BancFirst Trust & Investment Management
Oklahoma
$579K
FFM
581
Forum Financial Management
Illinois
$575K +$47.9K +573 +10%
LOIP
582
Live Oak Investment Partners
Texas
$572K
LSA
583
Lion Street Advisors
Texas
$571K -$393K -4,694 -48%
RMAM
584
Raab & Moskowitz Asset Management
New Jersey
$566K +$6.28K +75 +1%
SWM
585
SeaCrest Wealth Management
New York
$566K +$920 +11 +0.2%
HP
586
Hikari Power
Japan
$560K
WS
587
Wedbush Securities
California
$559K +$30.1K +360 +6%
DU
588
Delphia (USA)
Ontario, Canada
$558K +$529K +6,325 New
GJIA
589
Glass Jacobson Investment Advisors
Maryland
$557K +$529K +6,319 New
SG
590
StoneX Group
New York
$556K +$527K +6,303 New
AWE
591
Avidian Wealth Enterprises
Texas
$555K -$301K -3,597 -36%
WA
592
WBH Advisory
Maryland
$552K +$335 +4 +0.1%
WSC
593
Wellington Shields & Co
New York
$549K +$236K +2,820 +83%
MCM
594
MAI Capital Management
Ohio
$547K +$19.9K +238 +4%
EWA
595
EP Wealth Advisors
California
$547K -$185K -2,206 -68%
GRP
596
Global Retirement Partners
California
$546K -$8.2K -98 -2%
FFN
597
Focus Financial Network
Minnesota
$545K -$54.8K -655 -10%
GVAG
598
Great Valley Advisor Group
Delaware
$544K +$134K +1,600 +35%
DAS
599
Dynamic Advisor Solutions
Arizona
$538K +$3.77K +45 +0.7%
MOS
600
MGO One Seven
Ohio
$532K -$180K -2,149 -26%

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.