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Prudential Financial

1,225 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 385 increasing their positions, 484 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,225
Holders Change
+75
Holders Change %
+6.52%
% of All Funds
17.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
154
Increased
385
Reduced
484
Closed
62
Calls
$698M
Puts
$848M
Net Calls
-$150M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$573K -$10.2K -98 -2%
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$572K +$64.6K +623 +13%
KIG
628
Kowal Investment Group
Wisconsin
$566K -$72.8K -702 -11%
AAS
629
Ameritas Advisory Services
Nebraska
$564K +$79K +751 +16%
CAAS
630
Capital Asset Advisory Services
Michigan
$564K -$91.1K -878 -14%
FMWA
631
Forvis Mazars Wealth Advisors
Missouri
$560K -$70.6K -681 -11%
SGCA
632
Steel Grove Capital Advisors
Tennessee
$556K -$1.78M -17,192 -76%
EWA
633
EP Wealth Advisors
California
$552K -$71.5K -689 -11%
BCP
634
Berkeley Capital Partners
Georgia
$549K -$16.9K -163 -3%
LC
635
LCNB Corp
Ohio
$549K -$19.5K -188 -3%
PCM
636
Perritt Capital Management
Illinois
$547K -$215K -2,074 -28%
ZF
637
Zhang Financial
Michigan
$545K +$26.7K +257 +5%
HT
638
Heritage Trust
Oklahoma
$543K -$14K -135 -3%
PP
639
Patron Partners
Texas
$543K +$15.2K +147 +3%
PA
640
Profund Advisors
Maryland
$541K +$113K +1,092 +27%
FFA
641
Farther Finance Advisors
California
$533K +$344K +3,315 +182%
GL
642
Graypoint LLC
New York
$533K +$50.3K +485 +10%
DAS
643
Dynamic Advisor Solutions
Arizona
$532K +$24.8K +238 +5%
NIM
644
NEOS Investment Management
Connecticut
$530K +$142K +1,374 +37%
BWP
645
BSW Wealth Partners
Colorado
$525K +$6.33K +61 +1%
SP
646
Symmetry Partners
Connecticut
$524K -$56.9K -546 -10%
FUBT
647
First United Bank & Trust
Maryland
$523K -$4.67K -45 -0.9%
BCM
648
Brookstone Capital Management
Illinois
$521K -$519 -5 -0.1%
MSWM
649
McGlone Suttner Wealth Management
Wisconsin
$517K +$44.8K +432 +9%
VFA
650
Valeo Financial Advisors
Indiana
$517K +$47.1K +454 +10%