We are live on ! Find out more
PRU icon

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
TI
651
Tidal Investments
Wisconsin
$435K -$663K -7,930 -62%
HI
652
Horizon Investments
North Carolina
$432K +$29.4K +351 +8%
WAP
653
Wealthcare Advisory Partners
Pennsylvania
$430K +$7.78K +93 +2%
FWP
654
FAS Wealth Partners
Kansas
$430K +$5.86K +70 +1%
GLA
655
Good Life Advisors
Pennsylvania
$427K +$42.1K +503 +12%
IAN
656
Integrated Advisors Network
Texas
$423K +$12.5K +149 +3%
AP
657
Appleton Partners
Massachusetts
$422K -$20.6K -246 -5%
SYBT
658
Stock Yards Bank & Trust
Kentucky
$421K -$2.51K -30 -0.6%
BWP
659
BSW Wealth Partners
Colorado
$420K -$14.5K -173 -4%
FMAEN1
660
Fund Management at Engine No 1
California
$419K +$24.2K +289 +6%
SAM
661
Sompo Asset Management
Japan
$419K +$142K +1,700 +56%
CW
662
CreativeOne Wealth
Kansas
$415K +$34.3K +410 +10%
DGAM
663
Desjardins Global Asset Management
Quebec, Canada
$414K -$111K -1,323 -22%
CF
664
Clarity Financial
Texas
$414K +$393K +4,692 New
PT
665
Plimoth Trust
Massachusetts
$412K -$85.3K -1,020 -18%
AF
666
Affiance Financial
Minnesota
$411K +$669 +8 +0.2%
CIG
667
Cascade Investment Group
Colorado
$409K +$34.9K +417 +10%
FMB
668
Field & Main Bank
Kentucky
$408K -$17.6K -210 -4%
UB
669
UMB Bank
Missouri
$408K -$42.3K -505 -10%
MCM
670
Mengis Capital Management
Oregon
$407K -$176K -2,100 -31%
SCM
671
Schnieders Capital Management
California
$406K -$28.4K -340 -7%
AIMCA
672
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$406K
CWA
673
Centennial Wealth Advisory
Michigan
$403K +$36.9K +441 +11%
HCP
674
Hexagon Capital Partners
Arkansas
$402K +$24.4K +292 +7%
IFG
675
Independent Financial Group
California
$397K +$21.2K +253 +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.