We are live on ! Find out more
PRU icon

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
SCM
876
Silvant Capital Management
Georgia
$158K
SWM
877
Spire Wealth Management
Virginia
$155K -$64.2K -667 -27%
PCM
878
Penserra Capital Management
California
$155K +$4.43K +46 +3%
HBW
879
Hazlett, Burt & Watson
West Virginia
$153K +$24.5K +255 +17%
MWC
880
MBM Wealth Consultants
Missouri
$150K +$41.2K +428 +34%
AIM
881
Anchor Investment Management
South Carolina
$143K -$9.63K -100 -6%
T
882
TOBAM
France
$138K -$32.9K -342 -18%
GCM
883
Gables Capital Management
Florida
$135K
MA
884
MCF Advisors
Kentucky
$133K
LWA
885
Lowe Wealth Advisors
Maryland
$129K -$79.4K -825 -35%
BBHC
886
Brown Brothers Harriman & Co
New York
$129K +$2.21K +23 +2%
MFC
887
Mechanics Financial Corp
Ohio
$129K +$6.26K +65 +5%
KTC
888
Kistler-Tiffany Companies
Pennsylvania
$127K +$9.72K +101 +7%
GFPC
889
Global Financial Private Client
Florida
$126K
HWA
890
Heritage Wealth Advisors
Virginia
$125K
CSB
891
City State Bank
Iowa
$122K
VNA
892
Valley National Advisers
Pennsylvania
$121K -$1.16K -12 -1%
TC
893
Trust Company
Kansas
$120K
TFM
894
TFC Financial Management
Massachusetts
$117K
EW
895
Evoke Wealth
California
$115K -$2.02K -21 -2%
IBOK
896
Independence Bank of Kentucky
Kentucky
$114K +$16.4K +170 +15%
NFSG
897
Newbridge Financial Services Group
Florida
$112K +$67.4K +700 +115%
PWMG
898
Prestige Wealth Management Group
New Jersey
$111K +$963 +10 +0.8%
MCM
899
MV Capital Management
Maryland
$110K +$22.3K +232 +22%
EIP
900
Ellis Investment Partners
Pennsylvania
$107K -$28K -291 -19%

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.