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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
TFS
1026
TrustCore Financial Services
Tennessee
$15K
TIM
1027
Tortoise Investment Management
New York
$14K -$12K -125 -43%
EBA
1028
Eagle Bay Advisors
New York
$14K -$481 -5 -3%
TAM
1029
Tucker Asset Management
Colorado
$13.1K
WSCM
1030
Wellington Shields Capital Management
New York
$13K
HWA
1031
HHM Wealth Advisors
Tennessee
$12K -$48.1K -500 -78%
HFM
1032
Harvest Fund Management
China
$12K -$30.5K -317 -69%
RDIA
1033
RE Dickinson Investment Advisors
Iowa
$12K -$2.98K -31 -18%
BHWM
1034
Beaird Harris Wealth Management
Texas
$12K
PB
1035
Pinnacle Bancorp
Nebraska
$12K
SC
1036
Steph & Co
Wisconsin
$12K
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K -$17.5K -182 -61%
FCB
1038
First Command Bank
Texas
$11K -$1.93K -20 -13%
FCFS
1039
First Command Financial Services
Texas
$11K -$1.93K -20 -13%
CAL
1040
Capital Advisors Ltd
Ohio
$11K -$578 -6 -4%
First Manhattan
1041
First Manhattan
New York
$11K
PGAM
1042
Princeton Global Asset Management
New Jersey
$11K
WFA
1043
West Financial Advisors
Iowa
$11K
DTIM
1044
Danda Trouve Investment Management
Kansas
$10K
PP
1045
PrairieView Partners
Minnesota
$10K
BWS
1046
BCR Wealth Strategies
Alabama
$9K
FWA
1047
FSC Wealth Advisors
New York
$9K
IRAG
1048
Investment Research & Advisory Group
Georgia
$9K
Kayne Anderson Rudnick Investment Management
1049
Kayne Anderson Rudnick Investment Management
California
$9K
NIC
1050
Northwest Investment Counselors
Oregon
$9K

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.