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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.3B +$460M +5,499,917 +17%
BlackRock
2
BlackRock
New York
$2.85B -$57.5M -686,780 -2%
State Street
3
State Street
Massachusetts
$1.46B +$3.89M +46,547 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$679M +$9.03M +107,893 +1%
Morgan Stanley
5
Morgan Stanley
New York
$552M -$22.1M -264,664 -4%
Northern Trust
6
Northern Trust
Illinois
$367M -$9.42M -112,636 -3%
Goldman Sachs
7
Goldman Sachs
New York
$355M +$58.7M +701,113 +21%
Invesco
8
Invesco
Georgia
$317M +$35.3M +421,941 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$296M +$31.5M +376,841 +13%
Legal & General Group
10
Legal & General Group
United Kingdom
$249M -$3.61M -43,117 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$249M -$8.05M -96,213 -3%
NLI
12
Nippon Life Insurance
Japan
$226M
Charles Schwab
13
Charles Schwab
California
$197M +$2.14M +25,547 +1%
UBS AM
14
UBS AM
Illinois
$196M
N
15
Nuveen
North Carolina
$158M -$3.09M -36,980 -2%
Bank of America
16
Bank of America
North Carolina
$147M -$42.8M -511,743 -24%
Norges Bank
17
Norges Bank
Norway
$141M +$2.05M +24,530 +2%
Marshall Wace
18
Marshall Wace
United Kingdom
$141M +$16.1M +192,981 +14%
JP Morgan Chase
19
JP Morgan Chase
New York
$118M -$88.6M -1,059,107 -44%
Swiss National Bank
20
Swiss National Bank
Switzerland
$117M -$11.3M -135,000 -9%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$113M +$16.1M +192,287 +18%
Wells Fargo
22
Wells Fargo
California
$113M -$4.99M -59,594 -4%
UBS Group
23
UBS Group
Switzerland
$103M +$7M +83,699 +8%
Mariner
24
Mariner
Kansas
$98M +$4.51M +53,946 +5%
Amundi
25
Amundi
France
$96M -$15.6M -186,362 -15%

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.