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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
OIA
901
Optimum Investment Advisors
Illinois
$105K
ADL
902
Asset Dedication LLC
California
$103K +$115K +1,190 New
TWA
903
TCI Wealth Advisors
Arizona
$102K +$963 +10 +0.8%
GI
904
Gradient Investments
Minnesota
$100K +$53.2K +553 +90%
CNBTD
905
Citizens National Bank Trust Department
Mississippi
$99K
DZ Bank
906
DZ Bank
Germany
$97.1K
PG
907
Proffitt & Goodson
Tennessee
$95K
ECM
908
Estabrook Capital Management
New York
$94K +$7.89K +82 +8%
AA
909
Alta Advisers
United Kingdom
$94K +$106K +1,100 New
PPWM
910
PFG Private Wealth Management
Florida
$88K -$674 -7 -0.7%
SWM
911
Sugarloaf Wealth Management
Georgia
$86K -$4.33K -45 -4%
KC
912
Kenfarb & Co
Kentucky
$86K
TC
913
Truvestments Capital
Florida
$86K +$385 +4 +0.4%
SIC
914
Salem Investment Counselors
North Carolina
$84K +$2.5K +26 +3%
WPA
915
West Paces Advisors
Georgia
$83.2K
LB
916
Legacy Bridge
Iowa
$83K
LS
917
Livforsakringsbolaget Skandia
Sweden
$82K -$1.98M -20,550 -96%
FCMT
918
Founders Capital Management (Texas)
Texas
$81K
MA
919
Montag & Associates
Georgia
$81K +$27.6K +287 +43%
LC
920
Lindbrook Capital
California
$79K +$16.8K +175 +24%
AIM
921
Arcadia Investment Management
Michigan
$78K -$3.27K -34 -4%
BCWM
922
Bartlett & Co Wealth Management
Ohio
$77.1K
BC
923
Bartlett & Co
Ohio
$77K
EWM
924
Evermay Wealth Management
Virginia
$77K
WT
925
Washington Trust
Rhode Island
$77K

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.