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Prudential Financial
PRU

Overview Fund Activity

1,215 hedge funds and large institutions have $21.7B invested in Prudential Financial in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 423 increasing their positions, 406 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+98
Holders Change %
+8.77%
% of All Funds
19.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
182
Increased
423
Reduced
406
Closed
63
Calls
$462M
Puts
$624M
Net Calls
-$162M
Net Calls Change
+$5.17M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$163M
2
Charles Schwab
Charles Schwab
California
+$69.7M
3
Amundi
Amundi
France
+$42.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.1M
5
Barclays
Barclays
United Kingdom
+$38.6M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$169M
2
LSV Asset Management
LSV Asset Management
Illinois
-$113M
3
Invesco
Invesco
Georgia
-$93.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.6M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
501
Fiduciary Trust
Massachusetts
$1.04M – – –
QIM
502
Quantitative Investment Management
Virginia
$1.04M +$1.04M +10,440 New
DC
503
Davenport & Co
Virginia
$1.03M -$86.9K -874 -8%
DCM
504
Donaldson Capital Management
Indiana
$1.02M +$42.2K +424 +4%
CG
505
Colony Group
Massachusetts
$1.02M +$506K +5,093 +99%
BWP
506
Baldwin Wealth Partners
Massachusetts
$1.01M – – –
EF
507
Empirical Finance
Pennsylvania
$1.01M +$73.6K +740 +8%
FTDI
508
First Trust Direct Indexing
Massachusetts
$1.01M -$5.07K -51 -0.5%
DIP
509
DT Investment Partners
Pennsylvania
$1.01M -$26.1K -262 -3%
SFS
510
Sowell Financial Services
Arkansas
$1M +$1M +10,074 New
CHJWM
511
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M +$16.4K +158 +2%
GT
512
Greenleaf Trust
Michigan
$1M -$292K -2,935 -23%
OPW
513
Oxler Private Wealth
New York
$999K +$11.3K +114 +1%
SA
514
Strategic Advisors
New York
$996K -$44.8K -450 -4%
ZF
515
Zhang Financial
Michigan
$995K -$995 -10 -0.1%
CCP
516
Clarkston Capital Partners
Michigan
$995K – – –
SC
517
Savant Capital
Illinois
$993K +$26.7K +269 +3%
LNC
518
Lincoln National Corp
Pennsylvania
$984K -$19.9K -200 -2%
VC
519
Vicus Capital
Pennsylvania
$981K -$41.5K -417 -4%
PP
520
Patten & Patten
Tennessee
$981K – – –
TWI
521
Thomas White International
Illinois
$974K – – –
GIA
522
Gateway Investment Advisers
Ohio
$973K +$20.5K +206 +2%
PSB
523
Piscataqua Savings Bank
New Hampshire
$954K -$3.78K -38 -0.4%
LP
524
LMR Partners
United Kingdom
$948K +$948K +9,534 New
SIA
525
Schechter Investment Advisors
Michigan
$947K -$10.3K -104 -1%
19 20
21
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