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Prudential Financial

1,222 hedge funds and large institutions have $21.7B invested in Prudential Financial in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 426 increasing their positions, 409 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more capital invested

Capital invested by funds: $18.2B → $21.7B (+$3.52B)

9% more funds holding

Funds holding: 1,1231,222 (+99)

4% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 409

0.11% more ownership

Funds ownership: 57.34%57.45% (+0.11%)

26% less call options, than puts

Call options by funds: $462M | Put options by funds: $624M

Holders
1,222
Holders Change
+99
Holders Change %
+8.82%
% of All Funds
19.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
183
Increased
426
Reduced
409
Closed
63
Calls
$462M
Puts
$624M
Net Calls
-$162M
Net Calls Change
+$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$60M +$4.18M +41,283 +7%
Squarepoint
52
Squarepoint
New York
$58.7M +$30.5M +301,595 +105%
HNB
53
Huntington National Bank
Ohio
$54.6M +$3.14M +31,045 +6%
Citigroup
54
Citigroup
New York
$52.1M +$19.5M +192,301 +58%
FWIA
55
Fort Washington Investment Advisors
Ohio
$50.8M +$644K +6,362 +1%
American Century Companies
56
American Century Companies
Missouri
$50.6M +$11.2M +110,214 +28%
AllianceBernstein
57
AllianceBernstein
Tennessee
$50.5M -$8.05M -79,458 -14%
A
58
AustralianSuper
Australia
$49.1M -$272K -2,688 -0.5%
SAM
59
Storebrand Asset Management
Norway
$48.4M -$216K -2,131 -0.4%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$48.2M -$609K -6,009 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.2M +$13.8M +135,892 +41%
Principal Financial Group
62
Principal Financial Group
Iowa
$44.3M -$2.27M -22,405 -5%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$43.4M +$316K +3,123 +0.7%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$42.5M -$305K -3,010 -0.7%
LPL Financial
65
LPL Financial
California
$41.9M -$11M -108,300 -20%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$41.9M -$47.2K -466 -0.1%
Canada Life
67
Canada Life
Manitoba, Canada
$41.8M -$2.77M -27,346 -6%
Marshall Wace
68
Marshall Wace
United Kingdom
$40.6M +$39.3M +388,212 +1,925%
Aberdeen Group
69
Aberdeen Group
United Kingdom
$39.9M +$2.87M +28,363 +8%
RJA
70
Raymond James & Associates
Florida
$39.6M +$1.25M +12,361 +3%
RCAMU
71
Rothschild & Co Asset Management US
Connecticut
$37.1M +$1.37M +13,502 +4%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$35.5M -$13.8M -136,418 -28%
Swedbank
73
Swedbank
Sweden
$32M -$6.28M -61,989 -16%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$32M +$917K +9,059 +3%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$29.8M -$2.6M -25,684 -8%

PRU Hedge Fund Activity: Q4 2022 in Review

1,222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2022, worth a combined $21.7B — up 19% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new PRU positions and 63 closed out — a net gain of 120 holders — while 426 added to existing stakes and 409 trimmed.

The largest buyer was Charles Schwab, adding an estimated $70.9M. The largest seller was Nordea Investment Management, cutting an estimated $172M.

  • 1,222 institutional investors held Prudential Financial (PRU) as of Q4 2022, up from 1,123 in Q3 2022.
  • Funds reported $21.7B of Prudential Financial stock for Q4 2022, up 19% quarter-over-quarter.
  • 183 funds opened new Prudential Financial positions in Q4 2022 and 63 closed out, a net change of +120 holders.
  • The largest Prudential Financial buyer in Q4 2022 was Charles Schwab, an estimated $70.9M added.
  • The largest Prudential Financial seller in Q4 2022 was Nordea Investment Management, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2022.