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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
FFC
1026
First Financial Corp
Indiana
$88K
GLLW
1027
Graves Light Lenhart Wealth
Virginia
$85K +$114 +1 +0.1%
LTI
1028
Laffer Tengler Investments
Tennessee
$85K
RTC
1029
Riverview Trust Company
Washington
$83K +$42.4K +373 +114%
CCM
1030
Covington Capital Management
California
$81K -$4.09K -36 -5%
GWS
1031
Glassman Wealth Services
Virginia
$81K +$4.55K +40 +6%
MA
1032
Montag & Associates
Georgia
$78K -$6.14K -54 -8%
HPC
1033
HM Payson & Co
Maine
$77K
HWA
1034
HHM Wealth Advisors
Tennessee
$76K -$11.4K -100 -14%
AP
1035
Arlington Partners
Alabama
$74K
CTB
1036
Country Trust Bank
Illinois
$72K -$2.73K -24 -4%
HIA
1037
Harbor Investment Advisory
Maryland
$72K -$682 -6 -1%
LWCFA
1038
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
KFI
1039
Key Financial Inc
Pennsylvania
$71K +$341 +3 +0.5%
SSB
1040
Sandy Spring Bank
Maryland
$69K +$16.7K +147 +34%
TSWM
1041
Tyler-Stone Wealth Management
Ohio
$68K -$56.9K -500 -46%
PA
1042
PSI Advisors
Florida
$67K
CAC
1043
Certified Advisory Corp
Florida
$67K +$64.1K +564 New
COCM
1044
Charter Oak Capital Management
New Hampshire
$66K -$11.6K -102 -15%
CBT
1045
Central Bank & Trust
Kentucky
$64K +$24.9K +219 +68%
UAML
1046
US Asset Management LLC
Pennsylvania
$64K +$61.6K +542 New
BWM
1047
Baystate Wealth Management
Massachusetts
$60K +$682 +6 +1%
MSFP
1048
Mark Sheptoff Financial Planning
Connecticut
$59K
TFA
1049
Toth Financial Advisory
Virginia
$59K
GI
1050
Gradient Investments
Minnesota
$57K -$13.1K -115 -19%

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.