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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
DJSG
926
D.J. St. Germain
Massachusetts
$72.9K +$69.1K +826 New
LC
927
Lindbrook Capital
California
$72.4K -$4.68K -56 -6%
CAC
928
Certified Advisory Corp
Florida
$70.5K +$17.3K +207 +35%
LS
929
Livforsakringsbolaget Skandia
Sweden
$70.1K
IGWM
930
ICA Group Wealth Management
Colorado
$68K -$144K -1,718 -69%
MA
931
MCF Advisors
Kentucky
$68K +$19.7K +236 +44%
GEA
932
Glen Eagle Advisors
New Jersey
$67.5K +$21.7K +259 +51%
CBT
933
Central Bank & Trust
Kentucky
$67.1K +$1.67K +20 +3%
CWM
934
Compass Wealth Management
Connecticut
$66.5K
CPG
935
Cornerstone Planning Group
New Jersey
$66.2K +$62.8K +751 New
FFC
936
First Financial Corp
Indiana
$65.8K
BWS
937
Buck Wealth Strategies
Colorado
$64.1K +$60.8K +727 New
BAAM
938
Baker Avenue Asset Management
California
$64K +$54.1K +647 +819%
TCOV
939
Trust Company of Vermont
Vermont
$62.5K -$3.77K -45 -6%
SAI
940
Systematic Alpha Investments
New Jersey
$62.4K
FCMT
941
Founders Capital Management (Texas)
Texas
$61.8K -$4.18K -50 -7%
FCA
942
FinTrust Capital Advisors
South Carolina
$61K
HPC
943
HM Payson & Co
Maine
$59.9K +$3.26K +39 +6%
WPA
944
West Paces Advisors
Georgia
$57.9K -$26.3K -314 -32%
TC
945
Truvestments Capital
Florida
$55.2K -$3.18K -38 -6%
HB
946
Horizon Bancorp
Indiana
$55K
HIA
947
Harbor Investment Advisory
Maryland
$53.8K
NFSG
948
Newbridge Financial Services Group
Florida
$53.8K
LWCFA
949
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.9K
TC
950
Tacita Capital
Ontario, Canada
$52K

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.