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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
SF
1076
Safeguard Financial
Wisconsin
$8K +$7.7K +92 New
RWM
1077
Ruedi Wealth Management
Illinois
$7.23K -$84 -1 -1%
WAM
1078
WFA Asset Management
Wisconsin
$7.09K
RBC
1079
Roble Belko & Company
Pennsylvania
$7K
ODG
1080
O'Dell Group
Ohio
$6.71K +$6.36K +76 New
BAM
1081
Bellevue Asset Management
Washington
$6.62K
NF
1082
Norwood Financial
Pennsylvania
$6.62K
HWM
1083
HighMark Wealth Management
Minnesota
$6.6K +$84 +1 +1%
LCM
1084
Logan Capital Management
Pennsylvania
$6.53K
CP
1085
Castleview Partners
Texas
$6.17K +$84 +1 +1%
AWM
1086
Abound Wealth Management
Tennessee
$6.04K +$1.59K +19 +39%
CFFP
1087
Center for Financial Planning
Michigan
$5.88K
BHWM
1088
Bay Harbor Wealth Management
Maryland
$5.73K
CA
1089
Crewe Advisors
Utah
$5.65K -$18.5K -221 -78%
JFA
1090
JNBA Financial Advisors
Minnesota
$5.47K
VCM
1091
Versant Capital Management
Arizona
$5.47K +$3.85K +46 +288%
LWANC
1092
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.29K
FFL
1093
Financial Freedom LLC
Ohio
$5.29K +$84 +1 +2%
CSWM
1094
Cassady Schiller Wealth Management
Ohio
$5.21K
CT
1095
Clearstead Trust
Maine
$5.21K
CWAF
1096
Core Wealth Advisors (Florida)
Florida
$5.03K
CAL
1097
Capital Analysts LLC
Pennsylvania
$5K -$1.59K -19 -24%
Simplex Trading
1098
Simplex Trading
Illinois
$5K
M
1099
MOTCO
Texas
$4.76K -$502 -6 -10%
PO
1100
Private Ocean
California
$4.76K

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.