We are live on ! Find out more
PRU icon

Prudential Financial

1,217 hedge funds and large institutions have $25.7B invested in Prudential Financial in 2022 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 515 increasing their positions, 365 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

41% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 365

35% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 95

11% more capital invested

Capital invested by funds: $23.2B → $25.7B (+$2.47B)

2% more funds holding

Funds holding: 1,1991,217 (+18)

1.03% more ownership

Funds ownership: 56.79%57.82% (+1%)

25% less call options, than puts

Call options by funds: $401M | Put options by funds: $531M

Holders
1,217
Holders Change
+18
Holders Change %
+1.5%
% of All Funds
19.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
128
Increased
515
Reduced
365
Closed
95
Calls
$401M
Puts
$531M
Net Calls
-$130M
Net Calls Change
+$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
926
Brown Miller Wealth Management
Virginia
$229K +$220K +1,939 New
YIA
927
YHB Investment Advisors
Connecticut
$226K +$217K +1,910 New
NL
928
NWAM LLC
Washington
$224K +$216K +1,896 New
SC
929
SouthState Corp
Florida
$222K +$182K +1,601 +580%
GG
930
Gofen & Glossberg
Illinois
$221K +$114 +1 +0.1%
CTC
931
Central Trust Company
Missouri
$221K +$70.6K +621 +50%
PCM
932
Parsons Capital Management
Rhode Island
$221K +$213K +1,870 New
RSWM
933
Robertson Stephens Wealth Management
California
$221K +$213K +1,875 New
CAG
934
Csenge Advisory Group
Florida
$220K +$212K +1,866 New
CS
935
Cannell & Spears
New York
$218K -$120K -1,058 -36%
RPWA
936
Regent Peak Wealth Advisors
Georgia
$218K +$210K +1,844 New
SCM
937
Silvant Capital Management
Georgia
$217K +$34.1K +300 +20%
AWM
938
Avior Wealth Management
Nebraska
$216K +$3.3K +29 +2%
RCM
939
RNC Capital Management
California
$215K -$125K -1,100 -38%
PCM
940
Penserra Capital Management
California
$215K +$10.9K +96 +6%
CL
941
Choreo LLC
Illinois
$215K +$207K +1,817 New
PWAC
942
Private Wealth Advisors (California)
California
$215K +$207K +1,820 New
CCP
943
Carmel Capital Partners
California
$212K +$204K +1,792 New
AWAP
944
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212K +$204K +1,796 New
PWM
945
Perigon Wealth Management
California
$211K +$203K +1,783 New
FMII
946
Farmers & Merchants Investments Inc
Nebraska
$210K
ST
947
Sabal Trust
Florida
$210K +$202K +1,780 New
PWP
948
Principle Wealth Partners
Connecticut
$209K +$201K +1,769 New
WTB
949
Washington Trust Bank
Washington
$209K +$201K +1,769 New
KWMG
950
King Wealth Management Group
Florida
$208K +$200K +1,757 New

PRU Hedge Fund Activity: Q1 2022 in Review

1,217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2022, worth a combined $25.7B — up 11% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PRU positions and 95 closed out — a net gain of 33 holders — while 515 added to existing stakes and 365 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 1,217 institutional investors held Prudential Financial (PRU) as of Q1 2022, up from 1,199 in Q4 2021.
  • Funds reported $25.7B of Prudential Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 128 funds opened new Prudential Financial positions in Q1 2022 and 95 closed out, a net change of +33 holders.
  • The largest Prudential Financial buyer in Q1 2022 was First Trust Advisors, an estimated $206M added.
  • The largest Prudential Financial seller in Q1 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2022.