We are live on ! Find out more
PRU icon

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
HC
1151
Hamilton Capital
Ohio
-$331K -3,463 Closed
JG
1152
Jefferies Group
New York
-$306K -3,200 Closed
NLP
1153
Next Level Private
New York
-$291K -3,042 Closed
Massachusetts Financial Services
1154
Massachusetts Financial Services
Massachusetts
-$278K -2,907 Closed
BCMO
1155
Buckingham Capital Management (Ohio)
Ohio
-$275K -2,871 Closed
MWM
1156
Modera Wealth Management
New Jersey
-$272K -2,847 Closed
HFA
1157
High Falls Advisors
New York
-$229K -2,392 Closed
ZCA
1158
Zeke Capital Advisors
Pennsylvania
-$220K -2,305 Closed
TFA
1159
Teamwork Financial Advisors
Texas
-$220K -2,300 Closed
OWA
1160
One Wealth Advisors
California
-$220K -2,299 Closed
EHWM
1161
Eads & Heald Wealth Management
Georgia
-$219K -2,294 Closed
LIA
1162
LBMC Investment Advisors
Tennessee
-$219K -2,291 Closed
GT
1163
Glenview Trust
Kentucky
-$217K -2,268 Closed
MAM
1164
Madison Asset Management
Wisconsin
-$216K -2,262 Closed
AA
1165
Advisory Alpha
Michigan
-$214K -2,241 Closed
FNBT
1166
FineMark National Bank & Trust
Florida
-$214K -2,240 Closed
SCFS
1167
S.C. Financial Services
Arizona
-$212K -2,212 Closed
BIC
1168
Beach Investment Counsel
Pennsylvania
-$210K -2,200 Closed
RCM
1169
RNC Capital Management
California
-$208K -2,170 Closed
DDC
1170
DF Dent & Co
Maryland
-$206K -2,158 Closed
PWLP
1171
Prio Wealth Limited Partnership
Massachusetts
-$206K -2,148 Closed
NL
1172
NWAM LLC
Washington
-$204K -2,143 Closed
APW
1173
Aurora Private Wealth
New Jersey
-$203K -2,124 Closed
KP
1174
Keel Point
Alabama
-$207K -2,032 Closed
GCM
1175
Gladius Capital Management
Illinois
-$137K -1,425 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.