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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
DI
1126
Disciplined Investments
Oklahoma
$20K +$12.6K +111 +198%
KA
1127
Kozak & Associates
Colorado
$19K
TAIM
1128
TD Ameritrade Investment Management
Nebraska
$18K +$11.5K +101 +210%
WSCM
1129
Wellington Shields Capital Management
New York
$18K +$17.1K +150 New
CAGAS
1130
Capital Advisory Group Advisory Services
Minnesota
$18K +$17.2K +151 New
BFG
1131
Baron Financial Group
New Jersey
$17.7K
BHWM
1132
Beaird Harris Wealth Management
Texas
$17K
SC
1133
Steph & Co
Wisconsin
$17K
FCB
1134
First Command Bank
Texas
$15K -$7.73K -68 -34%
FCFS
1135
First Command Financial Services
Texas
$15K
PGAM
1136
Princeton Global Asset Management
New Jersey
$15K
TAM
1137
Tucker Asset Management
Colorado
$14.8K
AIP
1138
Ahrens Investment Partners
Louisiana
$14K -$65.4K -575 -83%
DTIM
1139
Danda Trouve Investment Management
Kansas
$14K
CWM
1140
Curi Wealth Management
North Carolina
$13K -$1.48K -13 -10%
CAL
1141
Capital Advisors Ltd
Ohio
$13K -$1.02K -9 -8%
FCMA
1142
Foresight Capital Management Advisors
Michigan
$13K
FWA
1143
FSC Wealth Advisors
New York
$13K
LPWM
1144
Lake Point Wealth Management
Texas
$13K
LFG
1145
Larson Financial Group
Missouri
$13K
PP
1146
PrairieView Partners
Minnesota
$13K
WIM
1147
Westside Investment Management
California
$12.3K
BWS
1148
BCR Wealth Strategies
Alabama
$12K
IRAG
1149
Investment Research & Advisory Group
Georgia
$12K
Kayne Anderson Rudnick Investment Management
1150
Kayne Anderson Rudnick Investment Management
California
$12K

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.