We are live on ! Find out more
PRU icon

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
VWA
201
Visionary Wealth Advisors
Illinois
$5.56M +$185K +2,213 +4%
BWL
202
Bogart Wealth LLC
Virginia
$5.5M +$108K +1,287 +2%
YCM
203
Yousif Capital Management
Michigan
$5.49M +$72.5K +867 +1%
PAG
204
Private Advisor Group
New Jersey
$5.47M +$314K +3,754 +6%
CAN
205
Cetera Advisor Networks
California
$5.43M +$258K +3,079 +5%
Wealthfront Advisers
206
Wealthfront Advisers
California
$5.4M -$593K -7,088 -10%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$5.31M +$392K +4,686 +8%
State of Tennessee, Department of Treasury
208
State of Tennessee, Department of Treasury
Tennessee
$5.08M -$275K -3,290 -5%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$5.06M -$64.6K -772 -1%
UIM
210
USS Investment Management
United Kingdom
$5.06M
DZ Bank
211
DZ Bank
Germany
$5.04M +$4.18M +49,928 +691%
NYLIM
212
New York Life Investment Management
New York
$5.04M -$62.1K -742 -1%
RFC
213
Regions Financial Corp
Alabama
$4.89M -$294K -3,515 -6%
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$4.85M -$390K -4,667 -8%
Assenagon Asset Management
215
Assenagon Asset Management
Luxembourg
$4.8M +$2.25M +26,869 +97%
BIM
216
Bridgecreek Investment Management
Oklahoma
$4.8M +$276K +3,300 +6%
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$4.76M -$50.5K -603 -1%
MIA
218
MainStreet Investment Advisors
Illinois
$4.76M -$34.1K -408 -0.8%
KA
219
Kintegral Advisory
New York
$4.75M
SOADOR
220
State of Alaska Department of Revenue
Alaska
$4.75M -$630K -7,533 -12%
IMPI
221
Ilmarinen Mutual Pension Insurance
Finland
$4.75M
GCM
222
Garland Capital Management
Washington
$4.65M +$157K +1,874 +4%
SLAM
223
Swiss Life Asset Management
$4.64M -$4.11M -49,068 -48%
HighTower Advisors
224
HighTower Advisors
Illinois
$4.64M -$314K -3,747 -7%
MOACM
225
Mutual of America Capital Management
New York
$4.63M -$12.8K -153 -0.3%

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.