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Prudential Financial

1,217 hedge funds and large institutions have $25.7B invested in Prudential Financial in 2022 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 515 increasing their positions, 365 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

41% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 365

35% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 95

11% more capital invested

Capital invested by funds: $23.2B → $25.7B (+$2.47B)

2% more funds holding

Funds holding: 1,1991,217 (+18)

1.03% more ownership

Funds ownership: 56.79%57.82% (+1%)

25% less call options, than puts

Call options by funds: $401M | Put options by funds: $531M

Holders
1,217
Holders Change
+18
Holders Change %
+1.5%
% of All Funds
19.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
128
Increased
515
Reduced
365
Closed
95
Calls
$401M
Puts
$531M
Net Calls
-$130M
Net Calls Change
+$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
801
Advisory Research
Illinois
$346K
BWM
802
BlackDiamond Wealth Management
New York
$345K -$56.2K -494 -14%
B
803
Barings
North Carolina
$344K -$342K -3,010 -51%
TPWA
804
TRUE Private Wealth Advisors
Oregon
$344K +$2.05K +18 +0.6%
Impax Asset Management Group
805
Impax Asset Management Group
United Kingdom
$343K -$1.71K -15 -0.5%
WWM
806
Windsor Wealth Management
Indiana
$343K +$334K +2,939 New
CWM
807
Connecticut Wealth Management
Connecticut
$342K -$657K -5,774 -67%
CFA
808
CWS Financial Advisors
Michigan
$340K +$3.41K +30 +1%
UIA
809
UBP Investment Advisors
Switzerland
$340K +$257K +2,263 New
CAMG
810
CWA Asset Management Group
Florida
$339K +$58.1K +511 +22%
B
811
Bensler
Washington
$338K +$325K +2,857 New
SWM
812
Spire Wealth Management
Virginia
$336K -$390K -3,434 -55%
PTC
813
Private Trust Company
Ohio
$334K -$27.1K -238 -8%
VCP
814
Verus Capital Partners
Arizona
$332K +$337K +2,965 New
IGWM
815
ICA Group Wealth Management
Colorado
$332K +$358K +3,151 New
MWM
816
Modera Wealth Management
New Jersey
$329K -$372K -3,269 -54%
AFP
817
Ausdal Financial Partners
Iowa
$329K -$33.9K -298 -10%
SLF
818
Sun Life Financial
Ontario, Canada
$329K
MW
819
Marcum Wealth
Ohio
$328K +$2.96K +26 +0.9%
BJL
820
Brighton Jones LLC
Washington
$327K -$910 -8 -0.3%
WTC
821
WhitTier Trust Company
Nevada
$327K
TNB
822
Thomasville National Bank
Georgia
$327K +$57.1K +502 +22%
CSPIA
823
Cary Street Partners Investment Advisory
Virginia
$324K +$3.07K +27 +1%
BONH
824
Bank of New Hampshire
New Hampshire
$324K +$10.8K +95 +4%
HCM
825
Huber Capital Management
California
$319K

PRU Hedge Fund Activity: Q1 2022 in Review

1,217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2022, worth a combined $25.7B — up 11% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PRU positions and 95 closed out — a net gain of 33 holders — while 515 added to existing stakes and 365 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 1,217 institutional investors held Prudential Financial (PRU) as of Q1 2022, up from 1,199 in Q4 2021.
  • Funds reported $25.7B of Prudential Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 128 funds opened new Prudential Financial positions in Q1 2022 and 95 closed out, a net change of +33 holders.
  • The largest Prudential Financial buyer in Q1 2022 was First Trust Advisors, an estimated $206M added.
  • The largest Prudential Financial seller in Q1 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2022.