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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
VWA
826
V Wealth Advisors
Kansas
$318K -$7.39K -65 -2%
CH
827
CVS Health
Rhode Island
$317K
MFG
828
Magnus Financial Group
New York
$316K +$9.55K +84 +3%
QCG
829
Quadrant Capital Group
Ohio
$316K +$27.4K +241 +10%
AWM
830
Axxcess Wealth Management
California
$315K -$27.6K -243 -8%
EAM
831
Evanson Asset Management
California
$314K +$1.93K +17 +0.6%
LWMG
832
Levy Wealth Management Group
Pennsylvania
$313K +$30.2K +266 +11%
WSC
833
Wellington Shields & Co
New York
$313K +$77.9K +685 +35%
BEI
834
Benjamin Edwards Inc
Missouri
$313K +$94.6K +832 +46%
MAM
835
Madison Asset Management
Wisconsin
$311K -$7.96K -70 -3%
BWM
836
BerganKDV Wealth Management
Minnesota
$310K -$99.6K -876 -25%
SWA
837
Sax Wealth Advisors
New Jersey
$309K -$1.02K -9 -0.3%
IP
838
Investment Partners
Ohio
$308K +$2.27K +20 +0.8%
Lido Advisors
839
Lido Advisors
California
$308K +$297K +2,610 New
PIM
840
Perpetual Investment Management
Australia
$307K
MWM
841
Meridian Wealth Management
Kentucky
$304K -$630K -5,539 -68%
KW
842
KWB Wealth
California
$303K
HA
843
HFG Advisors
Ohio
$303K +$62.5K +550 +27%
PL
844
Plancorp LLC
Missouri
$300K +$6.48K +57 +2%
FIBT
845
First International Bank & Trust
North Dakota
$299K +$287K +2,528 New
Massachusetts Financial Services
846
Massachusetts Financial Services
Massachusetts
$297K +$13.6K +120 +5%
KIG
847
Kowal Investment Group
Wisconsin
$296K +$284K +2,502 New
5L
848
55I LLC
Massachusetts
$296K +$285K +2,504 New
SIM
849
SSI Investment Management
California
$295K -$2.96K -26 -1%
CWP
850
Concord Wealth Partners
Virginia
$294K +$34.2K +301 +14%

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.