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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
AWM
1101
Abound Wealth Management
Tennessee
$2.94K +$3.27K +34 New
BLC
1102
Brown, Lisle/Cummings
Rhode Island
$2.92K
FRA
1103
Front Row Advisors
California
$2K
HCM
1104
Horrell Capital Management
Arkansas
$2K
LWP
1105
Lumature Wealth Partners
Georgia
$2K
PFA
1106
Professional Financial Advisors
Nebraska
$2K +$481 +5 +21%
CCM
1107
Cribstone Capital Management
Maine
$1K
IA
1108
IFS Advisors
Kansas
$1K
NMG
1109
New Millennium Group
Utah
$1K
PAI
1110
Pittenger & Anderson Inc
Nebraska
$1K
SFA
1111
Semmax Financial Advisors
North Carolina
$1K
VCM
1112
Versant Capital Management
Arizona
$1K
RG
1113
Retirement Group
California
$1K +$481 +5 +50%
LS
1114
Leelyn Smith
Illinois
$1K +$1.54K +16 New
PWP
1115
Principle Wealth Partners
Connecticut
$716 +$803K +8,344 New
FSWA
1116
Financial Synergies Wealth Advisors
Texas
$687
MOS
1117
MGO One Seven
Ohio
$543 +$84.5K +878 +16%
JMF
1118
Johnson Midwest Financial
Iowa
$9 +$193 +2 +2%
Jacobs Levy Equity Management
1119
Jacobs Levy Equity Management
New Jersey
-$88.6M -925,975 Closed
WCM
1120
Wedge Capital Management
North Carolina
-$27.9M -291,741 Closed
ORIO
1121
Old Republic International (ORI)
Illinois
-$19.1M -200,000 Closed
BA
1122
Bridgewater Associates
Connecticut
-$13.1M -136,400 Closed
IG
1123
ING Group
Netherlands
-$6.79M -70,958 Closed
MPM
1124
Meritage Portfolio Management
Kansas
-$6.48M -67,684 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.69M -49,000 Closed

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.