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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
ONST
851
Old North State Trust
North Carolina
$206K +$231K +2,400 +120,000%
BCA
852
Bay Colony Advisors
Massachusetts
$206K +$232K +2,406 New
GCAC
853
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K
RCA
854
Riverview Capital Advisers
Massachusetts
$204K +$2.69K +28 +1%
FMLI
855
Fukoku Mutual Life Insurance
Japan
$203K
IA
856
Insight Advisors
Pennsylvania
$203K
ZIMP
857
Zimmermann Investment Management & Planning
Pennsylvania
$202K +$963 +10 +0.4%
TIAM2
858
Tru Independence Asset Management 2
Oregon
$201K -$54.9K -570 -20%
AFP
859
Ausdal Financial Partners
Iowa
$201K -$30.6K -318 -12%
PL
860
Plancorp LLC
Missouri
$201K -$14.2K -147 -6%
MGIA
861
Moneta Group Investment Advisors
Missouri
$200K -$37.1K -385 -14%
AG
862
AIA Group
Hong Kong
$195K -$115K -1,190 -34%
FMTCOCP
863
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K
OC
864
Oakworth Capital
Alabama
$185K
ETC
865
Exchange Traded Concepts
Oklahoma
$182K -$34.9K -363 -15%
ACM
866
Aquatic Capital Management
Illinois
$180K -$144K -1,500 -42%
DCBT
867
Dakota Community Bank & Trust
North Dakota
$175K +$196K +2,040 New
GTAM
868
Global Trust Asset Management
Florida
$174K
QCG
869
Quadrant Capital Group
Ohio
$172K -$27.8K -289 -13%
SC
870
SouthState Corp
Florida
$167K
ACA
871
Atlas Capital Advisors
Wyoming
$165K +$137K +1,425 +287%
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$162K -$3.46K -36 -2%
C
873
Covestor
United Kingdom
$161K +$31.2K +324 +21%
AWM
874
Avior Wealth Management
Nebraska
$160K +$1.64K +17 +0.9%
BTI
875
Blue Trust Inc
Georgia
$160K +$20.5K +213 +15%

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.