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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
ATC
676
Adirondack Trust Company
New York
$395K +$5.02K +60 +1%
RWPA
677
Richard W. Paul & Associates
Michigan
$394K +$28.8K +344 +8%
CI
678
Cigna Investments
Connecticut
$393K
AIP
679
Ameritas Investment Partners
Nebraska
$392K -$5.02K -60 -1%
Wealth Enhancement Advisory Services
680
Wealth Enhancement Advisory Services
Minnesota
$391K -$93.2K -1,114 -20%
VWA
681
V Wealth Advisors
Kansas
$390K +$44.5K +532 +14%
HWM
682
HB Wealth Management
Georgia
$390K +$68.8K +822 +23%
NHT
683
New Hampshire Trust
New Hampshire
$388K +$4.02K +48 +1%
PA
684
Parallel Advisors
California
$387K -$85.5K -1,022 -19%
CM
685
Capula Management
Cayman Islands
$386K -$2.22M -26,541 -86%
CCA
686
Checchi Capital Advisers
California
$384K -$32.3K -386 -8%
MCCA
687
Mill Creek Capital Advisors
Pennsylvania
$383K -$1.17K -14 -0.3%
BWM
688
BlackDiamond Wealth Management
New York
$382K -$22.8K -273 -6%
TAM
689
Trust Asset Management
Texas
$381K
MSWM
690
McGlone Suttner Wealth Management
Wisconsin
$379K +$20.5K +245 +6%
PA
691
Profund Advisors
Maryland
$376K -$8.95K -107 -2%
BEI
692
Benjamin Edwards Inc
Missouri
$375K -$84 -1 -0%
FDCDDQ
693
Federation des caisses Desjardins du Quebec
Quebec, Canada
$374K -$95.5K -1,142 -21%
PPWM
694
Paragon Private Wealth Management
Kentucky
$373K
CPIG
695
Chicago Partners Investment Group
Illinois
$368K +$7.36K +88 +2%
RDWM
696
Red Door Wealth Management
Tennessee
$368K -$6.53K -78 -2%
OLA
697
Oliver Luxxe Assets
New Jersey
$367K +$8.37K +100 +2%
PCM
698
Penserra Capital Management
California
$367K +$186K +2,222 +113%
PI
699
Putnam Investments
Massachusetts
$367K +$38.6K +461 +12%
DA
700
Doliver Advisors
Texas
$365K -$7.28K -87 -2%

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.