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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
IP
651
Investment Partners
Ohio
$432K +$244K +2,537 +102%
CCA
652
Checchi Capital Advisers
California
$430K +$21.9K +227 +5%
Lazard Asset Management
653
Lazard Asset Management
New York
$429K -$48.6K -505 -9%
BP
654
Ballentine Partners
Massachusetts
$421K -$264K -2,747 -36%
FIBT
655
First International Bank & Trust
North Dakota
$421K +$161K +1,677 +52%
ET
656
Equitable Trust
Tennessee
$418K +$63.3K +658 +16%
BW
657
Bison Wealth
Georgia
$417K -$17.2K -179 -4%
FFN
658
Focus Financial Network
Minnesota
$416K +$73.9K +768 +19%
SCM
659
Schnieders Capital Management
California
$415K
Nomura Holdings
660
Nomura Holdings
Japan
$415K +$193 +2 +0%
ACM
661
Advisors Capital Management
New Jersey
$414K +$7.22K +75 +2%
BWM
662
BlackDiamond Wealth Management
New York
$414K +$103K +1,074 +36%
IWC
663
Integrated Wealth Concepts
Massachusetts
$413K -$9.34K -97 -2%
CPC
664
Congress Park Capital
New York
$412K
ACP
665
Aviance Capital Partners
Florida
$411K -$1.38M -14,316 -75%
CF
666
Clarity Financial
Texas
$408K +$101K +1,050 +28%
AIP
667
Ameritas Investment Partners
Nebraska
$407K
CWA
668
Centennial Wealth Advisory
Michigan
$405K -$20.8K -216 -4%
PFPT
669
Pinnacle Financial Partners (Tennessee)
Tennessee
$405K
AP
670
Appleton Partners
Massachusetts
$403K +$2.31K +24 +0.5%
FWP
671
FAS Wealth Partners
Kansas
$401K +$15K +156 +3%
P
672
&Partners
Tennessee
$398K -$14.4K -150 -3%
CPWA
673
Cerro Pacific Wealth Advisors
California
$396K -$15.9K -165 -3%
CI
674
Cigna Investments
Connecticut
$395K -$24.3K -252 -5%
CA
675
Clearstead Advisors
Ohio
$392K +$1.64K +17 +0.4%

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.