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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
CA
1176
CoreCap Advisors
Michigan
-$131K -1,372 Closed
MIFH
1177
Migdal Insurance & Financial Holdings
Israel
-$128K -1,342 Closed
CI
1178
CX Institutional
Indiana
-$110K -1,153 Closed
JPLA
1179
Joseph P. Lucia & Associates
New York
-$79K -825 Closed
AIL
1180
AGF Investments LLC
Ontario, Canada
-$71K -738 Closed
GLLW
1181
Graves Light Lenhart Wealth
Virginia
-$60K -632 Closed
HFS
1182
Heritage Financial Services
Massachusetts
-$59K -619 Closed
AW
1183
ACG Wealth
Georgia
-$59K -613 Closed
COCM
1184
Charter Oak Capital Management
New Hampshire
-$56K -589 Closed
SOW
1185
State of Wyoming
Wyoming
-$42K -441 Closed
SIAP
1186
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$31K -325 Closed
FBC
1187
Fairfield, Bush & Co
Connecticut
-$29K -302 Closed
DA
1188
Denali Advisors
California
-$25K -260 Closed
TCWM
1189
Total Clarity Wealth Management
Illinois
-$25K -260 Closed
CIBC Private Wealth Group
1190
CIBC Private Wealth Group
Georgia
-$24K -250 Closed
M1FG
1191
Mach-1 Financial Group
Arkansas
-$23K -250 Closed
RIM
1192
Rockbridge Investment Management
New York
-$20.9K -218 Closed
WOSD
1193
WFA of San Diego
California
-$20K -214 Closed
CH
1194
Canton Hathaway
Rhode Island
-$20K -210 Closed
BFG
1195
Baron Financial Group
New Jersey
-$14.4K -150 Closed
AIP
1196
Ahrens Investment Partners
Louisiana
-$11K -120 Closed
CWM
1197
Curi Wealth Management
North Carolina
-$11K -112 Closed
VRM
1198
Vectors Research Management
New York
-$8K -88 Closed
GKIM
1199
GW&K Investment Management
Massachusetts
-$8K -86 Closed
BMD
1200
Better Money Decisions
New Mexico
-$5K -50 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.