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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
TIM
1026
Thompson Investment Management
Wisconsin
$17.6K
KA
1027
Kozak & Associates
Colorado
$17.4K +$167 +2 +1%
TCPG
1028
Trivant Custom Portfolio Group
California
$17.1K
LFG
1029
Larson Financial Group
Missouri
$17.1K +$8.7K +104 +117%
C
1030
Covestor
United Kingdom
$17K -$19K -227 -54%
WAS
1031
Winch Advisory Services
Wisconsin
$17K +$167 +2 +1%
AW
1032
Avion Wealth
Texas
$17K +$8.37K +100 +100%
HF
1033
Halpern Financial
Virginia
$16.9K
IPW
1034
Impact Partnership Wealth
Georgia
$16.2K +$15.4K +184 New
PK
1035
Pflug Koory
Nebraska
$16K
SIS
1036
Strategic Investment Solutions
Illinois
$15.5K -$4.52K -54 -22%
NECFA
1037
New England Capital Financial Advisors
Connecticut
$15K
CB
1038
Centennial Bank
Arkansas
$14.6K
CWA
1039
Clearview Wealth Advisors
Oregon
$14.6K
AT
1040
Avalon Trust
New Mexico
$14.5K
TIM
1041
Tortoise Investment Management
New York
$14.5K
GBT
1042
Grove Bank & Trust
Florida
$14.2K
CTWM
1043
Cherry Tree Wealth Management
Minnesota
$14.1K +$13.4K +160 New
OLVIG
1044
Oliver Lagore Vanvalin Investment Group
Michigan
$14.1K -$15.9K -190 -54%
PFG
1045
Piershale Financial Group
Illinois
$14K
CFD
1046
Creative Financial Designs
Indiana
$13.8K -$4.02K -48 -23%
CAC
1047
Core Alternative Capital
Georgia
$13.5K +$2.85K +34 +29%
CFS
1048
CGC Financial Services
Oregon
$13.3K +$12.6K +151 New
WSCM
1049
Wellington Shields Capital Management
New York
$13.2K
KFP
1050
KB Financial Partners
New Jersey
$13K

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.