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Prudential Financial

1,139 hedge funds and large institutions have $17.7B invested in Prudential Financial in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 416 increasing their positions, 418 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
17.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
416
Reduced
418
Closed
93
Calls
$499M
Puts
$554M
Net Calls
-$55.1M
Net Calls Change
+$97.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
601
Kowal Investment Group
Wisconsin
$527K +$2.65K +30 +0.5%
FUBT
602
First United Bank & Trust
Maryland
$519K -$33.5K -380 -6%
AAS
603
Ameritas Advisory Services
Nebraska
$517K -$798K -8,886 -61%
WDC
604
Woodward Diversified Capital
California
$514K +$9.53K +108 +2%
Lazard Asset Management
605
Lazard Asset Management
New York
$514K +$73.7K +837 +17%
KW
606
KWB Wealth
California
$513K +$17.2K +195 +3%
BCM
607
Brookstone Capital Management
Illinois
$513K +$54.4K +605 +12%
MSS
608
Mitchell Sinkler & Starr
Pennsylvania
$508K -$13.2K -150 -3%
BSW
609
Buckingham Strategic Wealth
Missouri
$507K +$48.2K +546 +10%
AW
610
Apricus Wealth
South Carolina
$504K -$1.04M -11,228 -67%
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$504K -$16.1K -182 -3%
PTC
612
Petrus Trust Company
Texas
$504K +$234K +2,654 +87%
FT
613
Fiduciary Trust
Massachusetts
$503K -$350K -3,962 -41%
IFU
614
iSAM Funds (UK)
United Kingdom
$501K +$501K +5,677 New
O
615
Ossiam
France
$500K -$3.41M -38,624 -87%
IA
616
Insight Advisors
Pennsylvania
$500K +$1.24K +14 +0.2%
FWM
617
Forza Wealth Management
Florida
$498K
BIAS
618
Beacon Investment Advisory Services
New Jersey
$492K +$75.4K +855 +18%
BS
619
Bessemer Securities
New York
$492K -$119K -1,350 -19%
AWM
620
Accurate Wealth Management
Florida
$491K +$25.4K +277 +5%
HIM
621
Hillsdale Investment Management
Ontario, Canada
$488K +$488K +5,530 New
DWT
622
Dorsey & Whitney Trust
South Dakota
$487K +$71.1K +806 +17%
SC
623
Solstein Capital
California
$486K
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$484K -$2.12K -24 -0.4%
ITIM
625
Indiana Trust & Investment Management
Indiana
$481K -$74.1K -840 -13%