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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
PB
976
Pinnacle Bancorp
Nebraska
$38.1K +$13.6K +162 +60%
TFGT
977
TS Financial Group (TSFG)
Illinois
$38K -$2.17K -26 -6%
EBA
978
Eagle Bay Advisors
New York
$37.6K +$24.8K +296 +228%
SC
979
Stephens Consulting
Michigan
$37.3K
MRCM
980
M&R Capital Management
New Jersey
$36.3K
FA
981
Fiduciary Alliance
South Carolina
$36.2K +$34.3K +410 New
TWM
982
Tradition Wealth Management
Minnesota
$35K -$418 -5 -1%
WT
983
Washington Trust
Rhode Island
$34.9K
TF
984
TimeScale Financial
Massachusetts
$34.5K +$418 +5 +1%
FSWA
985
Financial Synergies Wealth Advisors
Texas
$34.4K +$251 +3 +0.8%
ANBT
986
American National Bank & Trust
Texas
$34.2K
PP
987
PFS Partners
New Jersey
$33.6K
NSG
988
Nalls Sherbakoff Group
Tennessee
$31K
VF
989
VitalStone Financial
Texas
$31K +$31.2K +373 New
BBPWM
990
Blue Bell Private Wealth Management
Pennsylvania
$30.8K +$8.37K +100 +40%
USB
991
Union Savings Bank
Connecticut
$30.1K +$26.1K +312 New
SHIM
992
Stone House Investment Management
Pennsylvania
$30K +$251 +3 +0.9%
BC
993
Barrett & Company
Rhode Island
$29.9K
FP
994
Financial Perspectives
Minnesota
$29.8K
PCFFS
995
Pacific Center for Financial Services
California
$28.9K
CTA
996
Colonial Trust Advisors
South Carolina
$28.3K -$1.42K -17 -5%
CAS
997
Coppell Advisory Solutions
Texas
$28K +$26.7K +319 New
RTC
998
Riverview Trust Company
Washington
$27.7K +$13.7K +164 +109%
PFSC
999
Peoples Financial Services Corp
Pennsylvania
$27.5K
AP
1000
Arlington Partners
Alabama
$27.1K -$28.2K -337 -52%

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.