We are live on ! Find out more
PRU icon

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
RDIA
1051
RE Dickinson Investment Advisors
Iowa
$13K
SC
1052
Steph & Co
Wisconsin
$12.7K
NIC
1053
Northwest Investment Counselors
Oregon
$12.4K
HWA
1054
HHM Wealth Advisors
Tennessee
$12.4K
VWM
1055
Venturi Wealth Management
Texas
$12.1K +$753 +9 +7%
PGAM
1056
Princeton Global Asset Management
New Jersey
$12.1K +$167 +2 +1%
WFA
1057
West Financial Advisors
Iowa
$11.6K -$10.6K -127 -49%
FCB
1058
First Command Bank
Texas
$11.6K
FCFS
1059
First Command Financial Services
Texas
$11.6K
First Manhattan
1060
First Manhattan
New York
$11.6K
CAM
1061
Chesapeake Asset Management
New York
$11.4K
CAL
1062
Capital Advisors Ltd
Ohio
$11K +$1.17K +14 +13%
BCMLT
1063
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K
SIC
1064
SJS Investment Consulting
Ohio
$10.2K -$920 -11 -9%
JMF
1065
Johnson Midwest Financial
Iowa
$9.98K +$84 +1 +0.9%
FWA
1066
FSC Wealth Advisors
New York
$9.97K
BIA
1067
Bell Investment Advisors
California
$9.97K +$1.42K +17 +18%
PAG
1068
Paladin Advisory Group
Iowa
$9.18K
BHWM
1069
Beaird Harris Wealth Management
Texas
$9.09K
PP
1070
PrairieView Partners
Minnesota
$9K
ASBI
1071
American State Bank (Iowa)
Iowa
$8.82K
ACM
1072
Antonetti Capital Management
Florida
$8.82K
IRAG
1073
Investment Research & Advisory Group
Georgia
$8.82K
IFS
1074
Intelligent Financial Strategies
Minnesota
$8.38K
CIA
1075
Cape Investment Advisory
Georgia
$8.12K

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.