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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
BJL
801
Brighton Jones LLC
Washington
$244K +$7.45K +89 +3%
PSP
802
Principal Street Partners
Tennessee
$242K +$5.1K +61 +2%
QC
803
Quent Capital
New York
$239K -$4.18K -50 -2%
HWM
804
Hohimer Wealth Management
Washington
$239K -$13.2K -158 -6%
STA
805
Summit Trail Advisors
New York
$238K +$225K +2,694 New
GA
806
Geller Advisors
New York
$237K +$225K +2,692 New
WANY
807
Wealthspire Advisors (New York)
New York
$237K -$81.9K -979 -27%
CH
808
CVS Health
Rhode Island
$237K
PAG
809
Private Advisory Group
Washington
$237K -$99.9K -1,194 -31%
CL
810
Choreo LLC
Illinois
$232K +$220K +2,631 New
SIM
811
Sentry Investment Management
Wisconsin
$231K
FIA
812
Foundations Investment Advisors
Arizona
$231K +$219K +2,615 New
IP
813
Investment Partners
Ohio
$230K +$2.09K +25 +1%
ZIMP
814
Zimmermann Investment Management & Planning
Pennsylvania
$230K +$1.76K +21 +0.8%
PL
815
Perpetual Ltd
Australia
$229K
UM
816
UniSuper Management
Australia
$229K +$218K +2,600 New
BONH
817
Bank of New Hampshire
New Hampshire
$226K -$54.4K -650 -20%
HTC
818
Haverford Trust Company
Pennsylvania
$226K +$4.68K +56 +2%
ACI
819
Alpha Cubed Investments
California
$225K
FA
820
Fountainhead AM
New Jersey
$222K +$2.59K +31 +1%
LWMG
821
Levy Wealth Management Group
Pennsylvania
$220K +$418 +5 +0.2%
AWA
822
Arkadios Wealth Advisors
Georgia
$220K -$2.09K -25 -1%
AWA
823
AmeriServ Wealth Advisors
Pennsylvania
$219K -$4.6K -55 -2%
RCM
824
RB Capital Management
Nevada
$218K +$207K +2,475 New
CI
825
CX Institutional
Indiana
$218K +$207K +2,469 New

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.