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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
SBH
951
Segall Bryant & Hamill
Illinois
$207K +$199K +1,750 New
SWP
952
ShoreHaven Wealth Partners
New Jersey
$207K +$200K +1,757 New
CT
953
Coastline Trust
Rhode Island
$206K +$198K +1,745 New
SN
954
Sittner & Nelson
Oregon
$205K
FVWA
955
Foster Victor Wealth Advisors
South Carolina
$204K
C
956
Covestor
United Kingdom
$204K +$179K +1,576 +1,030%
SF
957
Summit Financial
New Jersey
$203K +$196K +1,721 New
CPIA
958
Cornell Pochily Investment Advisors
New York
$203K +$195K +1,714 New
AAS
959
Annex Advisory Services
Wisconsin
$200K +$192K +1,690 New
SFWA
960
Summit Financial Wealth Advisors
Louisiana
$200K +$192K +1,691 New
H
961
HoyleCohen
California
$200K +$192K +1,692 New
FA
962
FDx Advisors
Illinois
$200K +$193K +1,694 New
IP
963
Ignite Planners
California
$200K +$196K +1,724 New
SPWM
964
Spartan Planning & Wealth Management
North Carolina
$198K +$190K +1,673 New
CFO
965
CVA Family Office
Colorado
$188K +$61.4K +540 +51%
TCM
966
Tradewinds Capital Management
Washington
$187K
GCM
967
Gables Capital Management
Florida
$186K
NICM
968
Neo Ivy Capital Management
New York
$184K -$17.7K -156 -9%
MA
969
MCF Advisors
Kentucky
$183K +$176K +1,549 New
HBW
970
Hazlett, Burt & Watson
West Virginia
$181K +$174K +1,529 New
EIP
971
Ellis Investment Partners
Pennsylvania
$180K +$1.59K +14 +0.9%
CFN
972
Cordasco Financial Network
Florida
$176K +$12.2K +107 +8%
HWA
973
Heritage Wealth Advisors
Virginia
$172K -$5.57K -49 -3%
MFC
974
Mechanics Financial Corp
Ohio
$170K +$9.21K +81 +6%
DHGWA
975
Dixon Hughes Goodman Wealth Advisors
North Carolina
$169K +$36.4K +320 +29%

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.