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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 %
BCWM
601
Blue Chip Wealth Management
Florida
$267K +$18.8K +308 +8%
FMWA
602
Forvis Mazars Wealth Advisors
Missouri
$267K +$19.6K +321 +8%
PA
603
Parallel Advisors
California
$266K +$39.9K +656 +18%
AIL
604
AGF Investments LLC
Ontario, Canada
$264K -$631K -10,360 -71%
TTWM
605
TCV Trust & Wealth Management
Virginia
$263K – – –
PFS
606
Prospera Financial Services
Texas
$258K -$88.1K -1,449 -25%
GVAG
607
Great Valley Advisor Group
Delaware
$255K +$2.14K +35 +0.8%
PFP
608
Pinnacle Financial Partners
Tennessee
$252K -$33.8K -555 -12%
OLA
609
Oliver Luxxe Assets
New Jersey
$251K – – –
TRCT
610
Tower Research Capital (TRC)
New York
$251K +$190K +3,116 +312%
CCA
611
Checchi Capital Advisers
California
$247K -$19.5K -319 -7%
GWS
612
Glassman Wealth Services
Virginia
$247K +$6.2K +102 +3%
UBV
613
United Bank (Virginia)
Virginia
$246K – – –
ECG
614
Edge Capital Group
Georgia
$244K – – –
BSW
615
Buckingham Strategic Wealth
Missouri
$239K +$239K +3,930 New
GC
616
Gilbert & Cook
Iowa
$238K +$238K +3,902 New
RMDI
617
R.M. Davis Inc
Maine
$235K – – –
DT
618
Diversified Trust
Tennessee
$234K -$138K -2,266 -37%
VPIM
619
Vanguard Personalized Indexing Management
California
$233K +$233K +3,821 New
AA
620
AlphaCentric Advisors
Puerto Rico
$233K +$233K +3,827 New
DWT
621
Dorsey & Whitney Trust
South Dakota
$233K +$233K +3,834 New
22CM
622
20/20 Capital Management
California
$232K -$11.2K -165 -5%
LC
623
LCNB Corp
Ohio
$232K -$3.29K -54 -1%
HH
624
Hilltop Holdings
Texas
$228K -$199K -3,271 -47%
AF
625
Advisornet Financial
Minnesota
$227K -$30.9K -508 -12%
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