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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
BlackRock
1
BlackRock
New York
$3.8B +$52.9M +465,588 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.68B +$65.7M +577,475 +2%
State Street
3
State Street
Massachusetts
$2.22B +$32.1M +282,166 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$874M +$16.2M +142,247 +2%
Charles Schwab
5
Charles Schwab
California
$751M +$40.6M +356,957 +6%
Northern Trust
6
Northern Trust
Illinois
$529M -$336K -2,957 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$523M -$8.42M -74,087 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$390M +$15.5M +136,133 +4%
Invesco
9
Invesco
Georgia
$384M +$11.8M +103,853 +3%
Legal & General Group
10
Legal & General Group
United Kingdom
$364M +$16M +140,850 +5%
Goldman Sachs
11
Goldman Sachs
New York
$360M -$30M -263,539 -8%
N
12
Nuveen
North Carolina
$354M +$6.36M +55,929 +2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$336M +$8.03M +70,646 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$317M -$8.69M -76,427 -3%
NLI
15
Nippon Life Insurance
Japan
$303M
JP Morgan Chase
16
JP Morgan Chase
New York
$291M -$23.7M -208,750 -8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$288M -$6.23M -54,800 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$281M +$206M +1,807,375 +318%
UBS AM
19
UBS AM
Illinois
$280M +$14.5M +127,794 +6%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$276M -$588K -5,175 -0.2%
LSV Asset Management
21
LSV Asset Management
Illinois
$251M -$7.26M -63,810 -3%
PPA
22
Parametric Portfolio Associates
Washington
$246M +$8.29M +72,942 +4%
Norges Bank
23
Norges Bank
Norway
$237M -$70M -615,937 -24%
Bank of America
24
Bank of America
North Carolina
$197M -$14.5M -127,875 -7%
Swiss National Bank
25
Swiss National Bank
Switzerland
$193M +$19.3M +170,100 +12%

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.