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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
HT
626
Heritage Trust
Oklahoma
$478K +$3.08K +32 +0.6%
MGP
627
Metis Global Partners
California
$476K -$4.81K -50 -0.9%
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$476K +$11.3K +117 +2%
PCM
629
Perritt Capital Management
Illinois
$471K +$10.3K +107 +2%
ACI
630
Alpha Cubed Investments
California
$469K -$66.4K -690 -11%
GRP
631
Global Retirement Partners
California
$464K -$10.6K -110 -2%
MCM
632
MAI Capital Management
Ohio
$463K +$102K +1,064 +25%
SP
633
Symmetry Partners
Connecticut
$462K
HT
634
HighTower Trust
Texas
$459K +$515K +5,355 New
JE
635
JMAC Enterprises
Pennsylvania
$454K +$1.35K +14 +0.3%
PA
636
Parallel Advisors
California
$453K +$55.4K +576 +12%
BCM
637
Brookstone Capital Management
Illinois
$452K +$12.6K +131 +3%
BSW
638
Buckingham Strategic Wealth
Missouri
$451K +$10.4K +108 +2%
AF
639
Affiance Financial
Minnesota
$448K -$159K -1,647 -24%
FMB
640
Field & Main Bank
Kentucky
$447K -$17.9K -186 -3%
MSS
641
Mitchell Sinkler & Starr
Pennsylvania
$446K
LSA
642
Leonteq Securities AG
Switzerland
$443K -$5.49K -57 -1%
CG
643
Colony Group
Massachusetts
$442K -$385 -4 -0.1%
DGAM
644
Desjardins Global Asset Management
Quebec, Canada
$440K +$12.3K +128 +3%
PPWM
645
Paragon Private Wealth Management
Kentucky
$439K +$74.4K +773 +22%
SG
646
Stonnington Group
California
$436K +$435K +4,521 New
CJFS
647
Coulter & Justus Financial Services
Tennessee
$435K
KIG
648
Kowal Investment Group
Wisconsin
$435K +$70.8K +736 +17%
TMAM
649
Tokio Marine Asset Management
Japan
$434K +$40.2K +418 +9%
BWA
650
BDO Wealth Advisors
Florida
$433K -$99.1K -1,030 -17%

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.