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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
BPA
601
Beacon Pointe Advisors
California
$545K +$2.21K +23 +0.4%
BWP
602
BSW Wealth Partners
Colorado
$543K -$13.6K -141 -2%
RWM
603
Ritholtz Wealth Management
New York
$541K +$607K +6,306 New
RMAM
604
Raab & Moskowitz Asset Management
New Jersey
$538K -$9.63K -100 -2%
WP
605
WealthSpring Partners
California
$536K +$602K +6,252 New
BAM
606
Belpointe Asset Management
Nevada
$535K +$163K +1,696 +37%
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$534K +$29.6K +308 +5%
FUBT
608
First United Bank & Trust
Maryland
$528K -$18.1K -188 -3%
PFS
609
Prospera Financial Services
Texas
$527K +$53.2K +553 +10%
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
$525K -$57.9K -602 -9%
WDC
611
Woodward Diversified Capital
California
$523K -$35.9K -373 -6%
FFM
612
Forum Financial Management
Illinois
$520K +$3.08K +32 +0.5%
SYBT
613
Stock Yards Bank & Trust
Kentucky
$519K +$32.8K +341 +6%
DWT
614
Dorsey & Whitney Trust
South Dakota
$516K +$146K +1,516 +34%
IAIM
615
International Assets Investment Management
Florida
$516K +$620K +6,442 New
WDA
616
Wendell David Associates
New Hampshire
$515K
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$515K +$16.4K +170 +3%
WS
618
Wedbush Securities
California
$514K +$58.8K +611 +11%
AF
619
Advisornet Financial
Minnesota
$502K -$56K -582 -9%
CG
620
Caprock Group
Idaho
$500K -$30.5K -317 -5%
DAS
621
Dynamic Advisor Solutions
Arizona
$493K -$18.2K -189 -3%
SW
622
SteelPeak Wealth
California
$491K +$183K +1,902 +50%
CGL
623
Clarius Group LLC
Washington
$490K -$77.4K -804 -12%
SBL
624
Sargent Bickham Lagudis
Colorado
$490K -$65.2K -677 -11%
SWRP
625
Summit Wealth & Retirement Planning
California
$487K

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.