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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
SC
1051
Schubert & Co
Texas
$9K +$4.04K +42 +69%
WIM
1052
Westside Investment Management
California
$8.91K
BIA
1053
Bell Investment Advisors
California
$8K -$1.06K -11 -10%
BCPWM
1054
Bradley & Co Private Wealth Management
Florida
$8K
CBT
1055
CoreFirst Bank & Trust
Kansas
$8K
CAC
1056
Core Alternative Capital
Georgia
$8K +$96 +1 +1%
LFG
1057
Larson Financial Group
Missouri
$8K +$5.97K +62 +230%
TCWA
1058
Ten Capital Wealth Advisors
Washington
$8K +$8.66K +90 New
PHK
1059
Point72 Hong Kong
Hong Kong
$7K -$2.88M -29,937 -100%
DI
1060
Disciplined Investments
Oklahoma
$7K -$9.14K -95 -55%
BAM
1061
Bellevue Asset Management
Washington
$7K
ODG
1062
O'Dell Group
Ohio
$7K
RBC
1063
Roble Belko & Company
Pennsylvania
$7K
EC
1064
EdgeRock Capital
Colorado
$7K +$7.7K +80 New
WAM
1065
WFA Asset Management
Wisconsin
$6.86K +$7.7K +80 New
LCM
1066
Logan Capital Management
Pennsylvania
$6K
NF
1067
Norwood Financial
Pennsylvania
$6K
HWM
1068
HighMark Wealth Management
Minnesota
$6K +$96 +1 +1%
BHWM
1069
Bay Harbor Wealth Management
Maryland
$6K +$6.26K +65 New
CWM
1070
CarsonAllaria Wealth Management
Illinois
$6K +$7.12K +74 New
CAL
1071
Capital Analysts LLC
Pennsylvania
$5K
CWAF
1072
Core Wealth Advisors (Florida)
Florida
$5K
HNWAG
1073
High Net Worth Advisory Group
Florida
$5K
JFA
1074
JNBA Financial Advisors
Minnesota
$5K
LWANC
1075
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K

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.