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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
BlackRock
1
BlackRock
New York
$2.85B -$29.7M -308,020 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B +$16.2M +168,175 +0.5%
State Street
3
State Street
Massachusetts
$1.52B +$527K +5,473 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$653M +$12.8M +132,482 +2%
Charles Schwab
5
Charles Schwab
California
$627M +$54.8M +568,801 +8%
Morgan Stanley
6
Morgan Stanley
New York
$530M +$7.01M +72,782 +1%
Northern Trust
7
Northern Trust
Illinois
$365M -$12.9M -133,638 -3%
Invesco
8
Invesco
Georgia
$352M +$8.42M +87,449 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$282M +$4.14M +43,016 +1%
Legal & General Group
10
Legal & General Group
United Kingdom
$263M -$19.8M -205,388 -6%
Goldman Sachs
11
Goldman Sachs
New York
$259M -$4.69M -48,703 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$245M -$2.49M -25,915 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$231M -$4.47M -46,468 -2%
NLI
14
Nippon Life Insurance
Japan
$220M
First Trust Advisors
15
First Trust Advisors
Illinois
$218M +$3.87M +40,203 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$209M +$6.77M +70,290 +3%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$201M -$1.44M -14,940 -0.6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$200M -$2.87M -29,833 -1%
UBS AM
19
UBS AM
Illinois
$194M -$6.01M -62,403 -3%
N
20
Nuveen
North Carolina
$179M +$13.3M +138,286 +7%
Bank of America
21
Bank of America
North Carolina
$156M -$15.4M -160,491 -8%
LSV Asset Management
22
LSV Asset Management
Illinois
$150M -$22.4M -232,354 -12%
Ameriprise
23
Ameriprise
Minnesota
$146M +$4.63M +48,055 +3%
Norges Bank
24
Norges Bank
Norway
$144M +$134K +1,387 +0.1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$139M -$558K -5,800 -0.4%

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.