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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
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$351K +$33.9K +352 +9%
RDWM
702
Red Door Wealth Management
Tennessee
$350K
TPCW
703
TD Private Client Wealth
New York
$349K +$11.6K +120 +3%
FCBT
704
First Citizens Bank & Trust
North Carolina
$348K
VIM
705
VELA Investment Management
Ohio
$348K +$91.5K +951 +31%
BWM
706
BerganKDV Wealth Management
Minnesota
$347K -$2.69K -28 -0.7%
WFA
707
Wipfli Financial Advisors
Wisconsin
$346K +$389K +4,036 New
PA
708
Profund Advisors
Maryland
$345K +$1.25K +13 +0.3%
MMHP
709
Murphy Middleton Hinkle & Parker
Georgia
$343K +$96 +1 +0%
CWM
710
Connecticut Wealth Management
Connecticut
$343K +$14.2K +148 +4%
TA
711
TrueWealth Advisors
Alabama
$341K +$770 +8 +0.2%
MA
712
MJP Associates
Connecticut
$340K +$74.6K +775 +24%
CF
713
Centaurus Financial
California
$339K +$193 +2 +0.1%
WC
714
Westhampton Capital
North Carolina
$338K +$24.1K +250 +7%
NB
715
Northwest Bancshares
Pennsylvania
$336K -$1.16K -12 -0.3%
ATC
716
Adirondack Trust Company
New York
$335K
VCM
717
Vivaldi Capital Management
Illinois
$334K +$2.21K +23 +0.6%
5L
718
55I LLC
Massachusetts
$333K +$159K +1,651 +74%
CW
719
CreativeOne Wealth
Kansas
$332K -$29.3K -304 -7%
ACA
720
Aptus Capital Advisors
Alabama
$332K +$373K +3,878 New
MF
721
Manchester Financial
California
$330K -$32.6K -339 -8%
CCIA
722
Campbell & Co Investment Adviser
Maryland
$329K +$369K +3,835 New
RCA
723
Ranch Capital Advisors
Florida
$327K +$385 +4 +0.1%
PBO
724
Peoples Bank (Ohio)
Ohio
$326K
SB
725
Sunflower Bank
Texas
$325K -$13.3K -138 -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.