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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
SMH
826
Sanders Morris Harris
Texas
$217K
TLP
827
Tri Locum Partners
New York
$217K +$206K +2,463 New
NL
828
NWAM LLC
Washington
$217K -$1.76K -21 -0.8%
PA
829
PFG Advisors
Arizona
$216K -$27.6K -330 -12%
SCA
830
Southern Capital Advisors
Tennessee
$215K +$204K +2,441 New
SAG
831
SageView Advisory Group
California
$215K +$204K +2,440 New
MFG
832
MidWestOne Financial Group
Iowa
$214K +$203K +2,423 New
GWANC
833
Guardian Wealth Advisors (North Carolina)
North Carolina
$213K -$669 -8 -0.3%
EWM
834
EPG Wealth Management
Georgia
$212K +$201K +2,405 New
VSQM
835
V-Square Quantitative Management
Illinois
$212K -$8.12K -97 -4%
EHWM
836
Eads & Heald Wealth Management
Georgia
$210K +$199K +2,379 New
CAG
837
Csenge Advisory Group
Florida
$210K +$199K +2,375 New
IP
838
Ignite Planners
California
$209K -$22.5K -269 -10%
FMLI
839
Fukoku Mutual Life Insurance
Japan
$209K +$198K +2,370 New
GCAC
840
Guardian Capital Advisors (Canada)
Ontario, Canada
$209K +$190K +2,270 New
CBFP
841
Cedar Brook Financial Partners
Ohio
$208K -$5.1K -61 -3%
BFC
842
Bedel Financial Consulting
Indiana
$207K +$197K +2,350 New
B
843
Bensler
Washington
$206K -$16.5K -197 -8%
SF
844
Synovus Financial
Georgia
$205K -$14.9K -178 -7%
CCIA
845
Campbell & Co Investment Adviser
Maryland
$205K -$840K -10,045 -81%
QPWM
846
Quadrant Private Wealth Management
Pennsylvania
$204K +$194K +2,315 New
PL
847
Plancorp LLC
Missouri
$203K +$193K +2,301 New
SWA
848
Sutton Wealth Advisors
Florida
$203K -$10.2K -122 -5%
TTWM
849
TCV Trust & Wealth Management
Virginia
$203K +$192K +2,299 New
LIA
850
LBMC Investment Advisors
Tennessee
$202K +$192K +2,293 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.