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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
CAM
751
Cozad Asset Management
Illinois
$295K +$107K +1,113 +48%
GLA
752
Good Life Advisors
Pennsylvania
$294K -$31.9K -331 -9%
TTWM
753
TCV Trust & Wealth Management
Virginia
$293K +$1.35K +14 +0.4%
OA
754
Operose Advisors
Wisconsin
$291K
PTC
755
Private Trust Company
Ohio
$289K +$19.5K +203 +6%
BFS
756
Bradley Foster & Sargent
Connecticut
$288K
RIA
757
Regal Investment Advisors
Michigan
$287K -$127K -1,317 -28%
CFA
758
CWS Financial Advisors
Michigan
$285K +$42K +436 +15%
SFM
759
Systematic Financial Management
New Jersey
$283K
FG
760
Fiduciary Group
Georgia
$283K +$7.32K +76 +3%
RPCONE
761
Retirement Planning Company of New England
Rhode Island
$283K +$28.4K +295 +10%
AB
762
Atlas Brown
Kentucky
$281K +$17.2K +179 +6%
BONH
763
Bank of New Hampshire
New Hampshire
$281K +$38.5K +400 +14%
CI
764
Conning Inc
Connecticut
$277K -$90.9K -944 -23%
PFA
765
Pure Financial Advisors
California
$276K -$2.02K -21 -0.6%
MA
766
Momentum Advisors
New York
$276K +$2.12K +22 +0.7%
PFS
767
Physicians Financial Services
North Carolina
$274K
BEI
768
Benjamin Edwards Inc
Missouri
$274K +$25.6K +266 +9%
PI
769
PEAK6 Investments
Illinois
$272K +$305K +3,173 New
CIC
770
Cutler Investment Counsel
Oregon
$271K -$5.56M -57,753 -95%
CC
771
Centiva Capital
New York
$270K +$201K +2,091 +199%
TPWA
772
TRUE Private Wealth Advisors
Oregon
$268K +$1.83K +19 +0.6%
NJBEST
773
New Jersey Better Educational Savings Trust
New Jersey
$266K
CWM
774
Cornerstone Wealth Management
Missouri
$266K +$96 +1 +0%
NFG
775
Nations Financial Group
Iowa
$265K -$178K -1,848 -37%

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.