We are live on ! Find out more
PRU icon

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
ICA
676
Infrastructure Capital Advisors
New York
$559K +$538K +4,732 New
ASFA
677
All Season Financial Advisors
Colorado
$553K +$532K +4,677 New
AP
678
Appleton Partners
Massachusetts
$551K
JE
679
JMAC Enterprises
Pennsylvania
$551K +$569 +5 +0.1%
MCM
680
MAI Capital Management
Ohio
$550K +$78.8K +693 +18%
P
681
&Partners
Tennessee
$549K
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$549K +$72.2K +635 +16%
BCM
683
BTR Capital Management
California
$536K
NFG
684
Nations Financial Group
Iowa
$532K +$98.8K +869 +24%
SW
685
SteelPeak Wealth
California
$532K +$222K +1,952 +77%
AF
686
Allworth Financial
California
$524K +$302K +2,656 +149%
FNBT
687
FineMark National Bank & Trust
Florida
$520K -$123K -1,083 -20%
TMAM
688
Tokio Marine Asset Management
Japan
$520K +$22.3K +196 +5%
EWA
689
EP Wealth Advisors
California
$518K -$18.6K -164 -4%
RA
690
RFG Advisory
Alabama
$517K -$26.5K -233 -5%
BIAS
691
Beacon Investment Advisory Services
New Jersey
$517K +$30.7K +270 +7%
FWP
692
FAS Wealth Partners
Kansas
$516K -$11K -97 -2%
FFMBT
693
First Farmers & Merchants Bank Trust
Tennessee
$515K
CCA
694
Checchi Capital Advisers
California
$510K +$35.9K +316 +8%
PFPT
695
Pinnacle Financial Partners (Tennessee)
Tennessee
$509K
SYBT
696
Stock Yards Bank & Trust
Kentucky
$505K +$13K +114 +3%
BCP
697
Berkeley Capital Partners
Georgia
$503K +$65K +572 +16%
FAIM
698
Financial Advocates Investment Management
Washington
$499K +$29.2K +257 +6%
CSIA
699
Carl Stuart Investment Advisor
Texas
$499K +$48K +422 New
BMCM
700
Burns Matteson Capital Management
New York
$498K -$218K -1,916 -31%

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.