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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 %
BFG
526
Bleakley Financial Group
New Jersey
$946K +$946K +9,512 New
PWM
527
Palumbo Wealth Management
New York
$925K +$42.5K +427 +5%
MM
528
MQS Management
New York
$913K +$197K +1,976 +27%
VCM
529
Virtue Capital Management
Tennessee
$912K +$912K +9,171 New
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$910K -$9.15K -92 -1%
IFWM
531
Institute for Wealth Management
Colorado
$908K -$2.49K -25 -0.3%
TRCT
532
Tower Research Capital (TRC)
New York
$905K -$2.28M -22,875 -72%
CAM
533
Cresset Asset Management
Illinois
$903K -$242K -2,818 -21%
CFB
534
Cullen/Frost Bankers
Texas
$901K – – –
LIM
535
Longfellow Investment Management
Massachusetts
$897K – – –
Brown Advisory
536
Brown Advisory
Maryland
$892K +$251K +2,521 +39%
CIM
537
CIM Investment Management
Pennsylvania
$885K -$26.7K -268 -3%
SBIA
538
Sheaff Brock Investment Advisors
Indiana
$883K -$15.3K -154 -2%
ZIG
539
Zullo Investment Group
Pennsylvania
$881K +$1.39K +14 +0.2%
RJT
540
Raymond James Trust
Florida
$874K -$895 -9 -0.1%
BFG
541
Beacon Financial Group
Texas
$874K +$13.2K +133 +2%
AWE
542
Avidian Wealth Enterprises
Texas
$868K +$17.8K +179 +2%
SG
543
StoneX Group
New York
$863K +$863K +8,673 New
ICA
544
Infrastructure Capital Advisors
New York
$863K +$78.4K +788 +10%
TCM
545
Twin Capital Management
Pennsylvania
$850K – – –
CA
546
Carson Advisory
Georgia
$847K -$49.7K -500 -6%
BOTW
547
Bank of the West
California
$842K -$4.48K -45 -0.5%
TBA
548
Tower Bridge Advisors
Pennsylvania
$826K – – –
EWA
549
Etesian Wealth Advisors
Oregon
$824K +$824K +8,289 New
GC
550
Gilbert & Cook
Iowa
$823K +$12.5K +126 +2%
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