We are live on ! Find out more
PRU icon

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
FMII
876
Farmers & Merchants Investments Inc
Nebraska
$154K -$4.43K -53 -3%
HBW
877
Hazlett, Burt & Watson
West Virginia
$153K -$12K -144 -8%
DMBA
878
Deseret Mutual Benefit Administrators
Utah
$152K +$1K +12 +0.7%
MFC
879
Mechanics Financial Corp
Ohio
$147K +$13.4K +160 +11%
AIM
880
Anchor Investment Management
South Carolina
$147K
HCM
881
Hollencrest Capital Management
California
$147K -$1.25K -15 -0.9%
FFA
882
Farther Finance Advisors
California
$145K -$46.1K -551 -25%
LB
883
Legacy Bridge
Iowa
$144K
LWP
884
Lumature Wealth Partners
Georgia
$143K +$66.9K +800 +97%
BTI
885
Blue Trust Inc
Georgia
$143K -$53.2K -636 -27%
AIM
886
Achmea Investment Management
Netherlands
$141K +$68.1K +814 +104%
GCM
887
Gables Capital Management
Florida
$139K
RA
888
Rise Advisors
New York
$134K +$10K +120 +9%
LTI
889
Laffer Tengler Investments
Tennessee
$133K -$3.51K -42 -3%
FCAG
890
First Capital Advisors Group
New Jersey
$132K +$125K +1,491 New
CSB
891
City State Bank
Iowa
$130K
OIAM
892
OFI Invest Asset Management
France
$129K -$10M -119,586 -99%
HWA
893
Heritage Wealth Advisors
Virginia
$129K +$84 +1 +0.1%
CMF
894
Counterpoint Mutual Funds
California
$128K +$8.12K +97 +7%
KTC
895
Kistler-Tiffany Companies
Pennsylvania
$126K
GFPC
896
Global Financial Private Client
Florida
$126K
TC
897
Trust Company
Kansas
$124K
TFM
898
TFC Financial Management
Massachusetts
$121K
PWMG
899
Prestige Wealth Management Group
New Jersey
$117K -$5.44K -65 -5%
WBC
900
Westpac Banking Corp
Australia
$112K -$5.25M -62,701 -98%

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.