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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
SFM
751
Systematic Financial Management
New Jersey
$291K
OA
752
Operose Advisors
Wisconsin
$291K
NFG
753
Nations Financial Group
Iowa
$288K -$115K -1,375 -30%
MAS
754
Madden Advisory Services
Florida
$285K -$17.8K -213 -6%
RBC
755
Romano Brothers & Co
Illinois
$285K -$6.36K -76 -2%
CFA
756
CWS Financial Advisors
Michigan
$284K +$269K +3,214 New
GSEP
757
Golden State Equity Partners
California
$283K +$268K +3,205 New
PFS
758
Physicians Financial Services
North Carolina
$282K
AIM
759
Aurora Investment Managers
Florida
$282K +$3.51K +42 +1%
NWA
760
Navis Wealth Advisors
New York
$280K +$2.34K +28 +0.9%
P
761
Pitcairn
Pennsylvania
$279K +$6.78K +81 +3%
AWAP
762
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$277K +$263K +3,144 New
Balyasny Asset Management
763
Balyasny Asset Management
Illinois
$277K -$2.07M -24,712 -89%
SFB
764
STAR Financial Bank
Indiana
$276K -$47.6K -569 -15%
SFI
765
Siemens Fonds Invest
Germany
$275K
WP
766
WMS Partners
Maryland
$274K -$41.3K -494 -14%
SFI
767
SPC Financial Inc
Maryland
$274K +$8.37K +100 +3%
NJBEST
768
New Jersey Better Educational Savings Trust
New Jersey
$273K
TF
769
TIAA FSB
Florida
$273K -$22.4K -268 -8%
DS
770
DRW Securities
Illinois
$269K +$255K +3,053 New
MWC
771
MBM Wealth Consultants
Missouri
$269K +$85.3K +1,019 +54%
CWM
772
Chemistry Wealth Management
New York
$268K
CF
773
Centaurus Financial
California
$267K -$117K -1,397 -32%
MW
774
Marcum Wealth
Ohio
$266K -$14.6K -174 -5%
TPWA
775
TRUE Private Wealth Advisors
Oregon
$265K -$14.1K -169 -5%

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.