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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
ECM
1001
Estabrook Capital Management
New York
$128K +$682 +6 +0.6%
BFC
1002
Bedel Financial Consulting
Indiana
$126K
SWM
1003
Sugarloaf Wealth Management
Georgia
$122K +$455 +4 +0.4%
SIC
1004
Salem Investment Counselors
North Carolina
$120K -$1.13M -9,922 -91%
PPWM
1005
PFG Private Wealth Management
Florida
$119K +$114K +1,003 New
KC
1006
Kenfarb & Co
Kentucky
$118K
FAG
1007
Fortitude Advisory Group
Washington
$116K +$12.7K +112 +13%
FPS
1008
Fieldpoint Private Securities
Connecticut
$114K +$1.14K +10 +1%
AIM
1009
Arcadia Investment Management
Michigan
$111K
BC
1010
Bartlett & Co
Ohio
$110K +$106K +928 New
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$110K +$106K +928 New
RE
1012
RBC Europe
United Kingdom
$109K -$34.1K -300 -24%
LC
1013
Lindbrook Capital
California
$109K +$20.9K +184 +25%
FCA
1014
FinTrust Capital Advisors
South Carolina
$107K -$11.3K -99 -10%
LB
1015
Legacy Bridge
Iowa
$106K
WT
1016
Washington Trust
Rhode Island
$106K +$28.4K +250 +39%
NSB
1017
Norway Savings Bank
Maine
$103K -$7.96K -70 -7%
FCMT
1018
Founders Capital Management (Texas)
Texas
$103K
WPA
1019
West Paces Advisors
Georgia
$103K -$16.4K -144 -14%
JWA
1020
JFS Wealth Advisors
Pennsylvania
$99K +$8.07K +71 +9%
TFO
1021
Tarbox Family Office
California
$98K -$25.7K -226 -21%
JPLA
1022
Joseph P. Lucia & Associates
New York
$97K +$93.8K +825 New
SOW
1023
State of Wyoming
Wyoming
$93K -$173K -1,524 -66%
KTC
1024
Kistler-Tiffany Companies
Pennsylvania
$93K
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$91K +$4.32K +38 +5%

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.