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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
RCA
701
Ranch Capital Advisors
Florida
$363K +$16.7K +200 +5%
CA
702
Clearstead Advisors
Ohio
$363K +$12.6K +151 +4%
TWM
703
Thrive Wealth Management
Pennsylvania
$363K -$80.3K -960 -19%
VFA
704
Valeo Financial Advisors
Indiana
$362K +$344K +4,108 New
FIBT
705
First International Bank & Trust
North Dakota
$360K +$7.61K +91 +2%
RWM
706
Ritholtz Wealth Management
New York
$360K +$342K +4,084 New
SFA
707
Sequoia Financial Advisors
Ohio
$360K -$8.45K -101 -2%
HI
708
Harbour Investments
Wisconsin
$359K -$13.4K -160 -4%
PWM
709
Perigon Wealth Management
California
$357K -$38.4K -459 -10%
GL
710
Graypoint LLC
New York
$357K +$339K +4,046 New
WIM
711
Westside Investment Management
California
$353K
CCP
712
Clough Capital Partners
Massachusetts
$353K
RPCONE
713
Retirement Planning Company of New England
Rhode Island
$348K +$9.87K +118 +3%
WC
714
Westhampton Capital
North Carolina
$348K
CPC
715
Consolidated Planning Corp
Georgia
$348K +$330K +3,941 New
PBO
716
Peoples Bank (Ohio)
Ohio
$347K
MMHP
717
Murphy Middleton Hinkle & Parker
Georgia
$346K -$7.95K -95 -2%
NB
718
Northwest Bancshares
Pennsylvania
$343K +$9.96K +119 +3%
RMDI
719
R.M. Davis Inc
Maine
$340K +$1.67K +20 +0.5%
PTC
720
Private Trust Company
Ohio
$339K +$56.8K +679 +21%
AAS
721
Annex Advisory Services
Wisconsin
$339K +$322K +3,843 New
IA
722
IFP Advisors
Florida
$338K -$149K -1,777 -32%
WWM
723
Western Wealth Management
Colorado
$335K -$20.6K -246 -6%
CWM
724
Cornerstone Wealth Management
Missouri
$334K -$2.93K -35 -0.9%
AF
725
Allworth Financial
California
$332K +$12.6K +151 +4%

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.