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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
BAM
901
Bosun Asset Management
Illinois
$104K +$98.9K +1,182 New
GI
902
Gradient Investments
Minnesota
$102K +$8.95K +107 +10%
T
903
TOBAM
France
$102K
CHC
904
City Holding Co
West Virginia
$102K +$69.9K +836 +263%
CNBTD
905
Citizens National Bank Trust Department
Mississippi
$101K
MCM
906
MV Capital Management
Maryland
$101K -$7.78K -93 -8%
LWA
907
Lowe Wealth Advisors
Maryland
$99.3K -$2.51K -30 -3%
OIA
908
Optimum Investment Advisors
Illinois
$99.2K
PG
909
Proffitt & Goodson
Tennessee
$98.1K
AA
910
Alta Advisers
United Kingdom
$97K
GTAM
911
Global Trust Asset Management
Florida
$89.5K
KC
912
Kenfarb & Co
Kentucky
$88.2K
ICM
913
Islay Capital Management
Texas
$83.9K +$84 +1 +0.1%
MA
914
Montag & Associates
Georgia
$83.8K
AIM
915
Arcadia Investment Management
Michigan
$82.5K
IBOK
916
Independence Bank of Kentucky
Kentucky
$81.8K -$25.5K -305 -25%
CWP
917
Concord Wealth Partners
Virginia
$81.6K +$25.7K +307 +50%
EWM
918
Evermay Wealth Management
Virginia
$79.4K
BFPW
919
BOK Financial Private Wealth
Colorado
$77.7K
VNA
920
Valley National Advisers
Pennsylvania
$77K -$15.2K -182 -17%
MFT
921
Moisand Fitzgerald Tamayo
Florida
$76.2K
BWM
922
Baystate Wealth Management
Massachusetts
$75.2K +$18.4K +220 +35%
AWM
923
Ameliora Wealth Management
Switzerland
$74.1K
JWA
924
JFS Wealth Advisors
Pennsylvania
$73.7K +$4.18K +50 +6%
PFBT
925
Parkside Financial Bank & Trust
Missouri
$73.7K -$3.77K -45 -5%

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.