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Prudential Financial
PRU

Overview Fund Activity

1,150 hedge funds and large institutions have $19B invested in Prudential Financial in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 415 increasing their positions, 413 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.34%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
114
Increased
415
Reduced
413
Closed
88
Calls
$591M
Puts
$680M
Net Calls
-$88.7M
Net Calls Change
-$33.6M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M
2
Barclays
Barclays
United Kingdom
+$50.5M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$39.4M
4
BlackRock
BlackRock
New York
+$37.3M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$34.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$103M
2
Marshall Wace
Marshall Wace
United Kingdom
-$101M
3
Invesco
Invesco
Georgia
-$53M
4
Millennium Management
Millennium Management
New York
-$33.5M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
651
BSW Wealth Partners
Colorado
$475K +$23.7K +250 +5%
ZF
652
Zhang Financial
Michigan
$474K -$474K -5,000 -50%
ILI
653
Invesco LLC (Illinois)
Illinois
$474K – – –
BCM
654
Brookstone Capital Management
Illinois
$469K -$62.9K -674 -12%
CWA
655
Carolina Wealth Advisors
South Carolina
$467K +$445K +4,689 +1,995%
HI
656
Horizon Investments
North Carolina
$465K +$190 +2 +0%
WAP
657
Wealthcare Advisory Partners
Pennsylvania
$464K +$1.33K +14 +0.3%
DAS
658
Dynamic Advisor Solutions
Arizona
$462K -$117K -1,233 -20%
RWPA
659
Richard W. Paul & Associates
Michigan
$462K +$37.4K +394 +9%
BFG
660
Beacon Financial Group
Texas
$460K -$27.4K -289 -6%
BIP
661
Blueprint Investment Partners
North Carolina
$458K +$458K +4,826 New
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$458K -$63.2K -666 -12%
WWM
663
Western Wealth Management
Colorado
$450K +$89.4K +942 +25%
AP
664
Appleton Partners
Massachusetts
$448K -$6.17K -65 -1%
CCA
665
Checchi Capital Advisers
California
$445K +$32.3K +340 +8%
CF
666
Clarity Financial
Texas
$445K – – –
MCM
667
Mengis Capital Management
Oregon
$444K +$5.79K +61 +1%
SYBT
668
Stock Yards Bank & Trust
Kentucky
$443K -$10.1K -106 -2%
AF
669
Affiance Financial
Minnesota
$442K – – –
GL
670
Graypoint LLC
New York
$441K +$57.5K +606 +15%
CIG
671
Cascade Investment Group
Colorado
$441K +$1.9K +20 +0.4%
VSQM
672
V-Square Quantitative Management
Illinois
$441K +$213K +2,241 +93%
FWP
673
FAS Wealth Partners
Kansas
$439K -$23.9K -252 -5%
PT
674
Plimoth Trust
Massachusetts
$437K -$6.17K -65 -1%
AAS
675
Ameritas Advisory Services
Nebraska
$437K -$109K -1,148 -20%
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