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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
Fisher Asset Management
726
Fisher Asset Management
Washington
$325K +$8.76K +91 +2%
KW
727
KWB Wealth
California
$325K +$23.7K +246 +7%
ESCM
728
Echo Street Capital Management
New York
$325K +$365K +3,787 New
RMDI
729
R.M. Davis Inc
Maine
$324K
GIA
730
Gladstone Institutional Advisory
Florida
$323K +$61.8K +642 +21%
HI
731
Horizon Investments
North Carolina
$319K +$52.2K +542 +17%
HWM
732
HB Wealth Management
Georgia
$318K -$55.4K -575 -13%
MC
733
Machina Capital
France
$318K +$357K +3,708 New
OLA
734
Oliver Luxxe Assets
New Jersey
$317K -$1.83K -19 -0.5%
SFI
735
Siemens Fonds Invest
Germany
$315K -$24.8K -258 -7%
TWM
736
Thrive Wealth Management
Pennsylvania
$314K +$47.3K +491 +15%
WP
737
WMS Partners
Maryland
$313K +$5.97K +62 +2%
GCP
738
GSA Capital Partners
United Kingdom
$313K +$351K +3,649 New
APP
739
Alpha Paradigm Partners
Illinois
$309K +$217K +2,254 +167%
IFG
740
Independent Financial Group
California
$309K +$14K +145 +4%
FMAEN1
741
Fund Management at Engine No 1
California
$307K -$20K -208 -5%
JSL
742
JT Stratford LLC
Georgia
$307K -$16.7K -173 -5%
TSS
743
Two Sigma Securities
New York
$305K +$343K +3,561 New
MFG
744
Merit Financial Group
Georgia
$303K +$135K +1,406 +66%
HH
745
Hilltop Holdings
Texas
$302K +$339K +3,520 New
BPC
746
Banque Pictet & Cie
Switzerland
$300K
PNAA
747
Pictet North America Advisors
Switzerland
$300K
NSIM
748
North Star Investment Management
Illinois
$299K +$96 +1 +0%
HA
749
Herold Advisors
New York
$298K -$20.2K -210 -6%
SDWIA
750
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295K

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.