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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
FAM
1276
Formidable Asset Management
Ohio
-$204K -1,797 Closed
T
1277
TNF
Montana
-$202K -1,720 Closed
SM
1278
SG3 Management
Puerto Rico
-$162K -1,500 Closed
CWS
1279
Confluence Wealth Services
Pennsylvania
-$159K -1,470 Closed
TC
1280
Truvestments Capital
Florida
-$113K -1,047 Closed
VCM
1281
Vigilant Capital Management
Maine
-$87K -800 Closed
TCOV
1282
Trust Company of Vermont
Vermont
-$82K -753 Closed
BAM
1283
Barrett Asset Management
New York
-$76K -706 Closed
Bank Julius Baer & Co
1284
Bank Julius Baer & Co
Switzerland
-$70K -651 Closed
SFM
1285
Signet Financial Management
New Jersey
-$70K -646 Closed
FFG
1286
Ford Financial Group
California
-$60 -559 Closed
KCM
1287
KRS Capital Management
Michigan
-$52K -489 Closed
HNWA
1288
Henrickson Nauta Wealth Advisors
Michigan
-$53K -486 Closed
IAG
1289
Investmark Advisory Group
Connecticut
-$44K -412 Closed
AWA
1290
Amplius Wealth Advisors
Pennsylvania
-$36K -337 Closed
PCFFS
1291
Pacific Center for Financial Services
California
-$36K -328 Closed
CNBTD
1292
Citizens National Bank Trust Department
Mississippi
-$30K -275 Closed
FPWM
1293
FSB Premier Wealth Management
Iowa
-$29K -271 Closed
WWMSC
1294
Wagner Wealth Management (South Carolina)
South Carolina
-$28K -263 Closed
TCWM
1295
Total Clarity Wealth Management
Illinois
-$28K -259 Closed
RK
1296
Rather & Kittrell
Tennessee
-$27K -251 Closed
EPM
1297
Equitec Proprietary Markets
Illinois
-$25K -233 Closed
CH
1298
Canton Hathaway
Rhode Island
-$23K -210 Closed
WFS
1299
Widmann Financial Services
Maryland
-$16K -151 Closed
IPW
1300
IronBridge Private Wealth
Texas
-$12K -108 Closed

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.