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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
HA
1201
HFG Advisors
Ohio
-$287K -3,465 Closed
JSW
1202
Journey Strategic Wealth
New Jersey
-$278K -3,355 Closed
SWRP
1203
Summit Wealth & Retirement Planning
California
-$268K -3,235 Closed
GAM
1204
Gotham Asset Management
New York
-$266K -3,218 Closed
DFG
1205
Delta Financial Group
New Jersey
-$259K -3,131 Closed
SWA
1206
Sax Wealth Advisors
New Jersey
-$247K -2,990 Closed
JSL
1207
JT Stratford LLC
Georgia
-$245K -2,963 Closed
EFS
1208
Essex Financial Services
Connecticut
-$242K -2,921 Closed
SPA
1209
Sherbrooke Park Advisers
New York
-$232K -2,800 Closed
HCM
1210
Huber Capital Management
California
-$223K -2,700 Closed
BAM
1211
Blueshift Asset Management
New Jersey
-$222K -2,678 Closed
VI
1212
Versor Investments
New York
-$214K -2,592 Closed
MWM
1213
Meridian Wealth Management
Kentucky
-$214K -2,590 Closed
AFG
1214
Allegheny Financial Group
Pennsylvania
-$211K -2,556 Closed
MAG
1215
MRA Advisory Group
New Jersey
-$211K -2,550 Closed
JHCP
1216
Jackson Hole Capital Partners
Oklahoma
-$203K -2,456 Closed
MM
1217
MQS Management
New York
-$203K -2,454 Closed
IUHSA
1218
Itau Unibanco Holding S.A.
Brazil
-$167K -2,020 Closed
XC
1219
XY Capital
Hong Kong
-$141K -1,708 Closed
TWA
1220
TCI Wealth Advisors
Arizona
-$103K -1,240 Closed
ETH
1221
Exos TFP Holdings
New York
-$87K -1,051 Closed
MC
1222
Machina Capital
France
-$81.2K -981 Closed
AG
1223
AIA Group
Hong Kong
-$75.5K -912 Closed
CCP
1224
Carmel Capital Partners
California
-$64.2K -776 Closed
WIM
1225
WealthPlan Investment Management
Nebraska
-$62.5K -755 Closed

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.