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Prudential Financial
PRU

Overview Fund Activity

898 hedge funds and large institutions have $14.2B invested in Prudential Financial in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 318 increasing their positions, 344 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-11
Holders Change %
-1.21%
% of All Funds
18.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
96
Increased
318
Reduced
344
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$218M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$118M
3
Charles Schwab
Charles Schwab
California
+$74.3M
4
Morgan Stanley
Morgan Stanley
New York
+$46.3M
5
Two Sigma Investments
Two Sigma Investments
New York
+$41.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$526M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$394M
3
Ameriprise
Ameriprise
Minnesota
-$76.7M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$72M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
576
Westhampton Capital
North Carolina
$303K -$77.7K -1,275 -20%
PWPS
577
Pinnacle Wealth Planning Services
Ohio
$303K -$28.3K -463 -9%
MWM
578
Marietta Wealth Management
Georgia
$302K -$47.1K -775 -13%
CFGS
579
Concourse Financial Group Securities
Alabama
$301K +$25.7K +421 +9%
WAM
580
Wealthspire Advisors (Maryland)
Maryland
$299K +$8.66K +142 +3%
VI
581
Versor Investments
New York
$297K +$297K +4,877 New
SB
582
Sunflower Bank
Texas
$296K +$296K +4,867 New
AP
583
Appleton Partners
Massachusetts
$287K +$3.22K +53 +1%
BCP
584
Blue Chip Partners
Michigan
$286K -$31.3K -514 -10%
CB
585
Community Bank
New York
$284K +$161K +2,640 +131%
SW
586
SVB Wealth
Massachusetts
$284K +$284K +4,662 New
OC
587
Oarsman Capital
Wisconsin
$283K +$283K +4,653 New
BP
588
Ballentine Partners
Massachusetts
$282K -$61 -1 -0%
CAM
589
Cresset Asset Management
Illinois
$282K +$34.6K +568 +14%
ANRIA
590
American National Registered Investment Advisor
Texas
$280K – – –
MSFP
591
Mark Sheptoff Financial Planning
Connecticut
$280K +$250K +4,100 +820%
SCM
592
Schnieders Capital Management
California
$275K +$2.44K +40 +0.9%
FB
593
Fulton Bank
Pennsylvania
$274K +$274K +4,497 New
OPPTF
594
OPSEU Pension Plan Trust Fund
Ontario, Canada
$274K +$274K +4,584 New
IWC
595
Integrated Wealth Concepts
Massachusetts
$272K -$111K -1,826 -29%
MMHP
596
Murphy Middleton Hinkle & Parker
Georgia
$272K +$14.4K +237 +6%
BWA
597
BDO Wealth Advisors
Florida
$272K +$41.4K +679 +18%
APA
598
American Portfolios Advisors
New York
$271K +$61 +1 +0%
KCM
599
Kendall Capital Management
Maryland
$270K -$133K -2,185 -33%
AIC
600
Ameritas Investment Company
Nebraska
$270K +$30.5K +501 +13%
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