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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
FP
1076
Financial Perspectives
Minnesota
$39.9K
FA
1077
Financial Advantage
Maryland
$38K
PFSC
1078
Peoples Financial Services Corp
Pennsylvania
$37K
Loomis, Sayles & Company
1079
Loomis, Sayles & Company
Massachusetts
$37K +$1.59K +14 +5%
CB
1080
Community Bank
New York
$36K -$3.18K -28 -8%
BCMLT
1081
Beacon Capital Management LLC (Tennessee)
Tennessee
$36K +$34.1K +300 New
GAM
1082
Gemmer Asset Management
California
$35K
PCC
1083
Park Circle Company
Maryland
$35K
EWA
1084
EverSource Wealth Advisors
Alabama
$35K +$1.02K +9 +3%
TFGT
1085
TS Financial Group (TSFG)
Illinois
$35K +$2.84K +25 +9%
PVH
1086
Psagot Value Holdings
Israel
$35K +$34.1K +300 New
HR
1087
Howe & Rusling
New York
$34K
TIM
1088
Tortoise Investment Management
New York
$34K
GIA
1089
GHP Investment Advisors
Colorado
$33K +$31.4K +276 New
RIM
1090
Rockbridge Investment Management
New York
$31.3K
ACM
1091
Antonetti Capital Management
Florida
$31K -$56.9K -500 -66%
SWA
1092
SOA Wealth Advisors
New York
$31K
SLWA
1093
San Luis Wealth Advisors
California
$31K +$32.2K +283 New
KFS
1094
Kelly Financial Services
Massachusetts
$30.7K +$114 +1 +0.4%
DSC
1095
Duncker Streett & Co
Missouri
$30K
CIBC Private Wealth Group
1096
CIBC Private Wealth Group
Georgia
$30K +$28.4K +250 New
Jones Financial Companies
1097
Jones Financial Companies
Missouri
$30K +$28.9K +254 New
BBPWM
1098
Blue Bell Private Wealth Management
Pennsylvania
$29K -$5.68K -50 -17%
MAM
1099
Marquette Asset Management
Minnesota
$29K +$910 +8 +3%
CWA
1100
Carolina Wealth Advisors
South Carolina
$28K

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.