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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
GVAG
676
Great Valley Advisor Group
Delaware
$391K -$61.6K -640 -12%
BIAS
677
Beacon Investment Advisory Services
New Jersey
$390K -$47.2K -490 -10%
BCP
678
Berkeley Capital Partners
Georgia
$390K +$15K +156 +4%
HCP
679
Hexagon Capital Partners
Arkansas
$390K +$188K +1,957 +76%
BCM
680
BTR Capital Management
California
$389K +$1.83K +19 +0.4%
BCI
681
Brinker Capital Investments
Pennsylvania
$385K -$43.9K -456 -9%
AWM
682
Accurate Wealth Management
Florida
$384K +$150K +1,559 +63%
OPS
683
Orion Portfolio Solutions
Nebraska
$383K -$91.4K -950 -18%
SWA
684
Sutton Wealth Advisors
Florida
$382K +$89.2K +927 +26%
GWSG
685
GPS Wealth Strategies Group
Colorado
$381K +$5.01K +52 +1%
EI
686
Ellevest Inc
New York
$377K -$55.2K -573 -12%
KPWS
687
Kestra Private Wealth Services
Texas
$375K +$55.3K +574 +15%
FFMBT
688
First Farmers & Merchants Bank Trust
Tennessee
$374K
HI
689
Hudock Inc
Pennsylvania
$371K +$60.6K +630 +17%
SN
690
Sittner & Nelson
Oregon
$369K -$120K -1,249 -22%
VCA
691
Verdence Capital Advisors
Maryland
$369K -$1.54K -16 -0.4%
PP
692
Patron Partners
Texas
$364K +$34.5K +358 +9%
CIC
693
Chase Investment Counsel
Virginia
$363K -$2.37M -24,656 -85%
TAM
694
Trust Asset Management
Texas
$363K +$26.6K +276 +7%
AF
695
Allworth Financial
California
$363K +$51.4K +534 +14%
NP
696
NorthRock Partners
Minnesota
$361K +$121K +1,260 +43%
ACM
697
AlphaStar Capital Management
North Carolina
$357K -$103K -1,074 -21%
TF
698
TIAA FSB
Florida
$357K +$28.7K +298 +8%
ECG
699
Edge Capital Group
Georgia
$357K +$398K +4,137 +14,266%
STC
700
Sarah T. Connolly
$355K

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.