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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
AWA
801
AmeriServ Wealth Advisors
Pennsylvania
$244K
TNB
802
Thomasville National Bank
Georgia
$242K +$4.43K +46 +2%
SAM
803
Sompo Asset Management
Japan
$241K +$270K +2,810 New
SRC
804
Shufro Rose & Co
New York
$240K +$269K +2,794 New
CCMD
805
Cypress Capital Management (Delaware)
Delaware
$240K +$269K +2,799 New
Impax Asset Management Group
806
Impax Asset Management Group
United Kingdom
$239K -$11.1K -115 -4%
WTC
807
WhitTier Trust Company
Nevada
$239K
CTC
808
Central Trust Company
Missouri
$238K +$51.2K +532 +24%
CWP
809
Concord Wealth Partners
Virginia
$235K -$24.5K -255 -9%
AWM
810
Axxcess Wealth Management
California
$235K -$10.3K -107 -4%
AFG
811
Allegheny Financial Group
Pennsylvania
$235K +$18.7K +194 +8%
EFS
812
Essex Financial Services
Connecticut
$232K -$9.72K -101 -4%
HCM
813
Huber Capital Management
California
$232K
BWS
814
Buck Wealth Strategies
Colorado
$232K +$235K +2,442 New
FCH
815
Freestone Capital Holdings
Washington
$231K -$152K -1,579 -37%
CH
816
CVS Health
Rhode Island
$230K
CAMG
817
CWA Asset Management Group
Florida
$228K -$20.9K -217 -8%
CA
818
Cornerstone Advisory
Maryland
$226K +$1.54K +16 +0.6%
HW
819
Hancock Whitney
Mississippi
$225K -$38.5K -400 -13%
BJL
820
Brighton Jones LLC
Washington
$225K -$14.1K -146 -5%
VFA
821
Valeo Financial Advisors
Indiana
$224K +$251K +2,607 New
PIM
822
Perpetual Investment Management
Australia
$223K
CS
823
Comerica Securities
Michigan
$223K +$3.18K +33 +1%
PWM
824
Perigon Wealth Management
California
$221K -$24.4K -254 -9%
HA
825
HFG Advisors
Ohio
$220K

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.