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Prudential Financial

1,123 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 475 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 347

0.1% more ownership

Funds ownership: 57.24%57.34% (+0.1%)

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

2% less funds holding

Funds holding: 1,1481,123 (-25)

11% less capital invested

Capital invested by funds: $20.4B → $18.2B (-$2.22B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $407M | Put options by funds: $575M

Holders
1,123
Holders Change
-25
Holders Change %
-2.18%
% of All Funds
19.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
83
Increased
475
Reduced
347
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1001
Duncker Streett & Co
Missouri
$21K
Loomis, Sayles & Company
1002
Loomis, Sayles & Company
Massachusetts
$20K -$5.97K -62 -21%
CWA
1003
Carolina Wealth Advisors
South Carolina
$20K
IWP
1004
IAG Wealth Partners
Wisconsin
$20K
S
1005
Surevest
California
$20K
PMFA
1006
Plante Moran Financial Advisors
Michigan
$20K +$1.35K +14 +6%
AIC
1007
Archer Investment Corporation
Indiana
$19.3K
GIA
1008
GHP Investment Advisors
Colorado
$19K -$1.16K -12 -5%
APC
1009
Aspire Private Capital
North Carolina
$19K
JWM
1010
Janiczek Wealth Management
Colorado
$18K -$16.7K -173 -47%
CHA
1011
Carmichael Hill & Associates
Maryland
$18K
EARNEST Partners
1012
EARNEST Partners
Georgia
$18K
CFD
1013
Creative Financial Designs
Indiana
$18K +$11.6K +120 +141%
AW
1014
Avion Wealth
Texas
$17K
MAWCM
1015
Mine & Arao Wealth Creation & Management
California
$17K
KA
1016
Kozak & Associates
Colorado
$17K +$193 +2 +1%
SPWG
1017
Sage Private Wealth Group
Illinois
$17K +$9.72K +101 +101%
HF
1018
Halpern Financial
Virginia
$16.5K
CMP
1019
Coston McIsaac & Partners
Maine
$16K
FEG
1020
Financial Enhancement Group
Indiana
$16K
PK
1021
Pflug Koory
Nebraska
$16K
WAS
1022
Winch Advisory Services
Wisconsin
$16K +$289 +3 +2%
CA
1023
Crewe Advisors
Utah
$16K +$7.7K +80 +73%
KFP
1024
KB Financial Partners
New Jersey
$15K
SAM
1025
Strategic Asset Management
Minnesota
$15K

PRU Hedge Fund Activity: Q3 2022 in Review

1,123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2022, worth a combined $18.2B — down 11% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PRU and 83 opened new positions — a net loss of 6 holders — while 347 trimmed existing stakes and 475 added.

The largest buyer was Charles Schwab, adding an estimated $54.8M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $88.6M sold.

  • 1,123 institutional investors held Prudential Financial (PRU) as of Q3 2022, down from 1,148 in Q2 2022.
  • Funds reported $18.2B of Prudential Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 83 funds opened new Prudential Financial positions in Q3 2022 and 89 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q3 2022 was Charles Schwab, an estimated $54.8M added.
  • The largest Prudential Financial seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2022.