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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
JF
726
Joule Financial
Kentucky
$330K +$33.5K +400 +12%
SB
727
Strategic Blueprint
Georgia
$317K +$22.3K +266 +8%
CIC
728
Chase Investment Counsel
Virginia
$312K
TA
729
TrueWealth Advisors
Alabama
$312K -$24.8K -297 -8%
NSIM
730
North Star Investment Management
Illinois
$311K
PWLP
731
Prio Wealth Limited Partnership
Massachusetts
$311K -$11.7K -140 -4%
MYLI
732
Meiji Yasuda Life Insurance
Japan
$310K +$294K +3,510 New
AA
733
Ancora Advisors
Ohio
$309K +$83.7K +1,000 +40%
HI
734
Hudock Inc
Pennsylvania
$308K -$19.2K -230 -6%
CTC
735
Central Trust Company
Missouri
$307K
ONST
736
Old North State Trust
North Carolina
$304K -$335 -4 -0.1%
FFA
737
Founders Financial Alliance
North Carolina
$304K +$7.03K +84 +3%
SDWIA
738
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$303K -$2.26K -27 -0.8%
Fisher Asset Management
739
Fisher Asset Management
Washington
$301K +$285K +3,410 New
ACA
740
Aptus Capital Advisors
Alabama
$300K +$44.3K +529 +18%
PWM
741
Palumbo Wealth Management
New York
$299K -$454K -5,426 -62%
PFA
742
Pure Financial Advisors
California
$299K +$7.11K +85 +3%
HA
743
Herold Advisors
New York
$298K -$8.37K -100 -3%
BFS
744
Bradley Foster & Sargent
Connecticut
$296K
GFG
745
Goldstone Financial Group
Illinois
$296K +$58K +693 +26%
MFG
746
Magnus Financial Group
New York
$295K +$26.8K +320 +11%
MPW
747
Monterey Private Wealth
California
$294K +$279K +3,330 New
FCBT
748
First Citizens Bank & Trust
North Carolina
$292K -$62.2K -743 -18%
PFPT
749
Pinnacle Financial Partners (Tennessee)
Tennessee
$292K -$98.8K -1,181 -26%
RIA
750
Regal Investment Advisors
Michigan
$292K -$107K -1,277 -28%

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.