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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
NWA
776
Navis Wealth Advisors
New York
$265K +$2.41K +25 +0.8%
MW
777
Marcum Wealth
Ohio
$265K +$13.6K +141 +5%
WSC
778
Wellington Shields & Co
New York
$265K +$43.3K +450 +17%
P
779
Pitcairn
Pennsylvania
$264K -$31.4K -326 -10%
AIM
780
Aurora Investment Managers
Florida
$264K +$3.56K +37 +1%
CWM
781
Chemistry Wealth Management
New York
$261K
DA
782
Doliver Advisors
Texas
$261K +$96 +1 +0%
KA
783
Kovack Advisors
Florida
$261K +$60.6K +630 +26%
FPCP
784
Fort Point Capital Partners
California
$260K +$29.6K +307 +11%
DMBA
785
Deseret Mutual Benefit Administrators
Utah
$259K -$84.7K -880 -23%
SWA
786
Sax Wealth Advisors
New Jersey
$256K -$193 -2 -0.1%
RBC
787
Romano Brothers & Co
Illinois
$256K +$287K +2,983 New
B
788
Bensler
Washington
$255K +$3.37K +35 +1%
VWA
789
V Wealth Advisors
Kansas
$254K +$3.08K +32 +1%
Lido Advisors
790
Lido Advisors
California
$253K -$17.1K -178 -6%
FPB
791
First PREMIER Bank
South Dakota
$253K
AA
792
Aire Advisors
California
$253K +$2.79K +29 +1%
JF
793
Jump Financial
Illinois
$253K +$51.3K +533 +22%
AR
794
Advisory Research
Illinois
$251K
MFG
795
Magnus Financial Group
New York
$248K +$18.8K +195 +7%
LOAMS
796
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$90.8K -943 -25%
VCP
797
Verus Capital Partners
Arizona
$247K -$3.95K -41 -1%
HWM
798
Hohimer Wealth Management
Washington
$246K
GL
799
Graypoint LLC
New York
$245K +$275K +2,857 New
CBFP
800
Cedar Brook Financial Partners
Ohio
$245K +$22K +229 +9%

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.