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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
M
1076
MOTCO
Texas
$5K
SC
1077
Sierra Capital
Florida
$5K
CT
1078
Clearstead Trust
Maine
$5K +$5.68K +59 New
HWP
1079
Highline Wealth Partners
California
$4.84K +$5.39K +56 New
LFA
1080
Legend Financial Advisors
Pennsylvania
$4.29K +$4.81K +50 New
ASBI
1081
American State Bank (Iowa)
Iowa
$4.12K +$4.62K +48 New
CMA
1082
Cedar Mountain Advisors
Oregon
$4K
CWM
1083
Cranbrook Wealth Management
Michigan
$4K
FCT
1084
First Community Trust
Iowa
$4K
GI
1085
GS Investments
Minnesota
$4K
SWM
1086
Selective Wealth Management
Virginia
$4K
SCA
1087
Stuart Chaussee & Associates
California
$4K
TCM
1088
Tradewinds Capital Management
Washington
$4K
SIC
1089
SJS Investment Consulting
Ohio
$4K +$3.85K +40 New
FMP
1090
Financial Management Professionals
Texas
$3K -$4.14K -43 -54%
TAIM
1091
TD Ameritrade Investment Management
Nebraska
$3K -$1.06K -11 -22%
AFS
1092
Annapolis Financial Services
Maryland
$3K
CT
1093
Cambridge Trust
Massachusetts
$3K
CFFP
1094
Center for Financial Planning
Michigan
$3K
DAC
1095
Dividend Assets Capital
South Carolina
$3K
HWMA
1096
Heritage Wealth Management (Arizona)
Arizona
$3K
MWM
1097
Mascoma Wealth Management
New Hampshire
$3K
WAM
1098
Worth Asset Management
Texas
$3K
WWM
1099
Wolff Wiese Magana
California
$3K +$1.93K +20 +100%
ARS
1100
Adirondack Retirement Specialists
New York
$3K +$3.37K +35 New

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.