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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
I
776
InceptionR
California
$264K +$251K +2,995 New
SIM
777
Stratos Investment Management
Ohio
$264K +$26.9K +321 +12%
WI
778
WBI Investments
New Jersey
$263K -$1.5M -17,956 -86%
AA
779
Advisory Alpha
Michigan
$263K +$8.45K +101 +4%
HI
780
Humankind Investments
New York
$261K +$247K +2,953 New
CI
781
Conning Inc
Connecticut
$259K -$20.9K -250 -8%
AR
782
Advisory Research
Illinois
$258K
SW
783
SteelPeak Wealth
California
$258K -$204K -2,441 -45%
QT
784
Quantbot Technologies
New York
$257K -$3.35M -40,019 -93%
ACM
785
Advisors Capital Management
New Jersey
$257K -$35.4K -423 -13%
CAMG
786
CWA Asset Management Group
Florida
$255K +$6.19K +74 +3%
SB
787
Sunflower Bank
Texas
$254K -$13K -155 -5%
ETC
788
Exchange Traded Concepts
Oklahoma
$254K +$60.8K +727 +34%
AF
789
Alerus Financial
North Dakota
$252K -$2.8M -33,425 -92%
CA
790
Cornerstone Advisory
Maryland
$252K +$3.85K +46 +2%
RCM
791
RNC Capital Management
California
$251K +$238K +2,840 New
FG
792
Fiduciary Group
Georgia
$249K -$4.18K -50 -2%
AFCM
793
Applied Finance Capital Management
Puerto Rico
$249K +$29.7K +355 +14%
TNB
794
Thomasville National Bank
Georgia
$249K -$1.51K -18 -0.6%
SWM
795
Sugarloaf Wealth Management
Georgia
$248K +$29K +347 +14%
SRC
796
Shufro Rose & Co
New York
$246K
MAM
797
Mystic Asset Management
Rhode Island
$246K
PCMC
798
Paragon Capital Management (Colorado)
Colorado
$246K +$233K +2,786 New
WTC
799
WhitTier Trust Company
Nevada
$245K +$2.09K +25 +0.9%
MF
800
Manchester Financial
California
$244K +$7.28K +87 +3%

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.