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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
SC
626
Solstein Capital
California
$486K
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$484K -$2.01K -24 -0.4%
ITIM
628
Indiana Trust & Investment Management
Indiana
$481K -$70.3K -840 -13%
HT
629
Heritage Trust
Oklahoma
$481K -$669 -8 -0.1%
CSPIA
630
Cary Street Partners Investment Advisory
Virginia
$479K -$18.2K -218 -4%
WP
631
WealthSpring Partners
California
$478K +$16.2K +194 +4%
BCP
632
Berkeley Capital Partners
Georgia
$477K +$11K +131 +2%
ACP
633
Aviance Capital Partners
Florida
$475K +$5.36K +64 +1%
MYAM
634
Meiji Yasuda Asset Management
Japan
$473K +$99.3K +1,187 +28%
KPWS
635
Kestra Private Wealth Services
Texas
$470K +$19.1K +228 +4%
BAM
636
Belpointe Asset Management
Nevada
$468K -$133K -1,588 -23%
PWAM
637
Pinnacle West Asset Management
Wyoming
$468K +$25.9K +310 +6%
JE
638
JMAC Enterprises
Pennsylvania
$468K +$669 +8 +0.2%
DEA
639
DoubleLine ETF Adviser
Florida
$466K +$95.2K +1,138 +27%
CG
640
Colony Group
Massachusetts
$463K -$2.01K -24 -0.5%
BO
641
Bank OZK
Arkansas
$459K +$435K +5,202 New
MA
642
MJP Associates
Connecticut
$454K -$39.2K -469 -8%
AF
643
Advisornet Financial
Minnesota
$452K -$32.4K -387 -7%
BFG
644
Beacon Financial Group
Texas
$452K -$53K -633 -11%
GIA
645
Gladstone Institutional Advisory
Florida
$449K +$23.5K +281 +6%
EGM
646
Engineers Gate Manager
New York
$446K -$6.11M -73,015 -94%
MS
647
Maven Securities
Jersey
$444K -$2.34K -28 -0.6%
ILI
648
Invesco LLC (Illinois)
Illinois
$441K +$418K +4,995 New
PP
649
Patron Partners
Texas
$438K +$51.1K +611 +14%
BP
650
Ballentine Partners
Massachusetts
$437K -$24.2K -289 -6%

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.