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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
MWM
826
Meridian Wealth Management
Kentucky
$219K -$18.1K -188 -7%
SIM
827
Sentry Investment Management
Wisconsin
$219K
QC
828
Quent Capital
New York
$217K +$42.5K +442 +21%
PWM
829
Paulson Wealth Management
Illinois
$217K +$244K +2,535 New
ICM
830
Islay Capital Management
Texas
$216K -$48K -499 -17%
NWM
831
Northcape Wealth Management
New York
$216K +$243K +2,522 New
SIM
832
SSI Investment Management
California
$215K +$674 +7 +0.3%
MAM
833
Mystic Asset Management
Rhode Island
$215K +$25.5K +265 +12%
IGWM
834
ICA Group Wealth Management
Colorado
$214K +$2.31K +24 +1%
JF
835
Joule Financial
Kentucky
$214K +$240K +2,498 New
EFG
836
Everhart Financial Group
Ohio
$213K +$239K +2,488 New
SFI
837
SPC Financial Inc
Maryland
$212K
XT
838
XTX Topco
Cayman Islands
$212K +$238K +2,468 New
PSP
839
Principal Street Partners
Tennessee
$211K -$27.4K -285 -10%
SMH
840
Sanders Morris Harris
Texas
$211K -$7.99K -83 -3%
SCM
841
Shelton Capital Management
Colorado
$211K
GWANC
842
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K +$235K +2,444 New
AWA
843
Arkadios Wealth Advisors
Georgia
$210K +$235K +2,446 New
LWMG
844
Levy Wealth Management Group
Pennsylvania
$209K -$22.3K -232 -9%
HI
845
Harbour Investments
Wisconsin
$208K
FA
846
Fountainhead AM
New Jersey
$208K +$2.69K +28 +1%
SF
847
Symphony Financial
Texas
$207K -$15.4K -160 -6%
WAL
848
W Advisors LLC
Tennessee
$207K -$770 -8 -0.3%
GC
849
Garde Capital
Washington
$206K
MWM
850
Mission Wealth Management
California
$206K

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.