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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
RFG
1101
RFP Financial Group
Georgia
$4.76K
GI
1102
GS Investments
Minnesota
$4.41K
LFA
1103
Legend Financial Advisors
Pennsylvania
$4.41K
CWM
1104
Cranbrook Wealth Management
Michigan
$4.24K
TCM
1105
Tradewinds Capital Management
Washington
$4.15K
RMC
1106
Resources Management Corp
Connecticut
$4K +$4.18K +50 New
FCT
1107
First Community Trust
Iowa
$3.97K
JGIA
1108
Jackson Grant Investment Advisers
Connecticut
$3.71K
SCA
1109
Stuart Chaussee & Associates
California
$3.71K
NL
1110
NVWM LLC
Pennsylvania
$3.26K +$3.1K +37 New
WAM
1111
Worth Asset Management
Texas
$3.18K
ARS
1112
Adirondack Retirement Specialists
New York
$3.09K
TF
1113
Tompkins Financial
New York
$3.09K
CG
1114
Cutler Group
California
$3K -$1.68M -20,116 -100%
FMP
1115
Financial Management Professionals
Texas
$3K +$2.51K +30 New
SFCL
1116
Strengthening Families & Communities LLC
Massachusetts
$3K +$2.51K +30 New
BLC
1117
Brown, Lisle/Cummings
Rhode Island
$3K
DWMG
1118
DB Wealth Management Group
California
$3K
FPFS
1119
First Personal Financial Services
North Carolina
$2.82K
PPC
1120
Park Place Capital
Alabama
$2.82K -$3.01K -36 -53%
CT
1121
Cambridge Trust
Massachusetts
$2.65K
DI
1122
Disciplined Investments
Oklahoma
$2.56K -$753 -9 -24%
IHWM
1123
Iron Horse Wealth Management
Iowa
$2.29K
CBT
1124
CoreFirst Bank & Trust
Kansas
$2.21K -$5.94K -71 -74%
OPTFSNA
1125
Old Point Trust & Financial Services N A
Virginia
$2.12K +$2.01K +24 New

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.