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Prudential Financial

1,157 hedge funds and large institutions have $19B invested in Prudential Financial in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 418 increasing their positions, 415 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $17.7B → $19B (+$1.28B)

1% more funds holding

Funds holding: 1,1461,157 (+11)

1% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 415

0.08% more ownership

Funds ownership: 55.1%55.18% (+0.08%)

13% less call options, than puts

Call options by funds: $591M | Put options by funds: $680M

Holders
1,157
Holders Change
+11
Holders Change %
+0.96%
% of All Funds
18.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
114
Increased
418
Reduced
415
Closed
88
Calls
$591M
Puts
$680M
Net Calls
-$88.7M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.52B -$25.9M -274,151 -0.7%
BlackRock
2
BlackRock
New York
$3.1B +$37.2M +392,822 +1%
State Street
3
State Street
Massachusetts
$1.55B -$20.8M -220,263 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$747M +$15.7M +165,602 +2%
Morgan Stanley
5
Morgan Stanley
New York
$599M +$5.44M +57,531 +0.9%
Northern Trust
6
Northern Trust
Illinois
$413M +$18.7M +197,422 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$343M +$24.3M +256,420 +8%
Invesco
8
Invesco
Georgia
$287M -$52.9M -558,919 -16%
Goldman Sachs
9
Goldman Sachs
New York
$279M -$103M -1,089,424 -27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$261M -$7.5M -79,247 -3%
Legal & General Group
11
Legal & General Group
United Kingdom
$259M -$8.83M -93,379 -3%
NLI
12
Nippon Life Insurance
Japan
$243M
UBS AM
13
UBS AM
Illinois
$221M -$3.16M -33,370 -1%
Charles Schwab
14
Charles Schwab
California
$216M +$3.62M +38,229 +2%
Bank of America
15
Bank of America
North Carolina
$168M +$10.3M +109,055 +7%
N
16
Nuveen
North Carolina
$153M -$16.5M -174,570 -10%
Norges Bank
17
Norges Bank
Norway
$147M -$4.88M -51,637 -3%
Barclays
18
Barclays
United Kingdom
$137M +$50.4M +532,346 +58%
JP Morgan Chase
19
JP Morgan Chase
New York
$129M +$2M +21,093 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$125M +$3.46M +36,599 +3%
Swiss National Bank
21
Swiss National Bank
Switzerland
$111M -$14.3M -151,300 -11%
Mariner
22
Mariner
Kansas
$111M +$5.83M +61,624 +6%
Wells Fargo
23
Wells Fargo
California
$111M -$10.1M -107,086 -8%
Amundi
24
Amundi
France
$108M +$6.72M +71,064 +7%
UBS Group
25
UBS Group
Switzerland
$107M -$4.07M -43,011 -4%

PRU Hedge Fund Activity: Q3 2023 in Review

1,157 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2023, worth a combined $19B — up 7.2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PRU positions and 88 closed out — a net gain of 26 holders — while 418 added to existing stakes and 415 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $106M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 1,157 institutional investors held Prudential Financial (PRU) as of Q3 2023, up from 1,146 in Q2 2023.
  • Funds reported $19B of Prudential Financial stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 114 funds opened new Prudential Financial positions in Q3 2023 and 88 closed out, a net change of +26 holders.
  • The largest Prudential Financial buyer in Q3 2023 was Balyasny Asset Management, an estimated $106M added.
  • The largest Prudential Financial seller in Q3 2023 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.