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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
ATC
626
Argent Trust Co
Tennessee
$714K +$171K +1,506 +33%
SG Americas Securities
627
SG Americas Securities
New York
$713K -$798K -7,022 -54%
WDA
628
Wendell David Associates
New Hampshire
$709K
FB
629
Fulton Bank
Pennsylvania
$707K +$27.2K +239 +4%
MGP
630
Metis Global Partners
California
$707K +$304K +2,676 +81%
BSW
631
Buckingham Strategic Wealth
Missouri
$694K -$37.9K -333 -5%
FFM
632
Forum Financial Management
Illinois
$690K -$10.2K -90 -2%
DT
633
Diversified Trust
Tennessee
$687K +$312K +2,740 +89%
OPS
634
Orion Portfolio Solutions
Nebraska
$685K -$223K -1,960 -25%
O
635
Ossiam
France
$685K -$212K -1,864 -24%
ECU
636
Eisler Capital (UK)
United Kingdom
$682K +$656K +5,768 New
DGAM
637
Desjardins Global Asset Management
Quebec, Canada
$681K +$3.18K +28 +0.5%
SWRP
638
Summit Wealth & Retirement Planning
California
$675K +$650K +5,714 New
AO
639
Advisor OS
Illinois
$668K +$155K +1,364 +32%
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$655K -$10.7K -94 -2%
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$654K -$45K -396 -7%
HT
642
Heritage Trust
Oklahoma
$654K -$2.96K -26 -0.5%
PFS
643
Prospera Financial Services
Texas
$649K +$21.4K +188 +4%
EI
644
Ellevest Inc
New York
$646K +$370K +3,256 +147%
BRWM
645
B. Riley Wealth Management
Tennessee
$643K +$57.1K +502 +10%
IAIM
646
International Assets Investment Management
Florida
$642K -$153K -1,345 -19%
AWA
647
Arete Wealth Advisors
Illinois
$641K +$86.9K +764 +16%
WS
648
Wedbush Securities
California
$640K -$63.4K -558 -9%
PCM
649
Perritt Capital Management
Illinois
$636K +$39.2K +345 +7%
SS
650
Simplicity Solutions
Minnesota
$634K +$109K +957 +22%

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.