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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
BWA
601
BDO Wealth Advisors
Florida
$531K +$26.2K +313 +5%
WDA
602
Wendell David Associates
New Hampshire
$529K
CGL
603
Clarius Group LLC
Washington
$529K -$23.5K -281 -4%
KIG
604
Kowal Investment Group
Wisconsin
$527K +$2.51K +30 +0.5%
FUBT
605
First United Bank & Trust
Maryland
$519K -$31.8K -380 -6%
AAS
606
Ameritas Advisory Services
Nebraska
$517K -$743K -8,886 -61%
WDC
607
Woodward Diversified Capital
California
$514K +$9.04K +108 +2%
Lazard Asset Management
608
Lazard Asset Management
New York
$514K +$70K +837 +17%
KW
609
KWB Wealth
California
$513K +$16.3K +195 +3%
BCM
610
Brookstone Capital Management
Illinois
$513K +$50.6K +605 +12%
MSS
611
Mitchell Sinkler & Starr
Pennsylvania
$508K -$12.6K -150 -3%
BSW
612
Buckingham Strategic Wealth
Missouri
$507K +$45.7K +546 +10%
AW
613
Apricus Wealth
South Carolina
$504K -$939K -11,228 -67%
PWPS
614
Pinnacle Wealth Planning Services
Ohio
$504K -$15.2K -182 -3%
PTC
615
Petrus Trust Company
Texas
$504K +$222K +2,654 +87%
FT
616
Fiduciary Trust
Massachusetts
$503K -$331K -3,962 -41%
IFU
617
iSAM Funds (UK)
United Kingdom
$501K +$475K +5,677 New
O
618
Ossiam
France
$500K -$3.23M -38,624 -87%
IA
619
Insight Advisors
Pennsylvania
$500K +$1.17K +14 +0.2%
FWM
620
Forza Wealth Management
Florida
$498K
BIAS
621
Beacon Investment Advisory Services
New Jersey
$492K +$71.5K +855 +18%
BS
622
Bessemer Securities
New York
$492K -$113K -1,350 -19%
AWM
623
Accurate Wealth Management
Florida
$491K +$23.2K +277 +5%
HIM
624
Hillsdale Investment Management
Ontario, Canada
$488K +$463K +5,530 New
DWT
625
Dorsey & Whitney Trust
South Dakota
$487K +$67.4K +806 +17%

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.