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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 %
LSA
651
Lion Street Advisors
Texas
$514K -$517K -4,988 -50%
CWA
652
Carolina Wealth Advisors
South Carolina
$511K
RWPA
653
Richard W. Paul & Associates
Michigan
$508K +$3.63K +35 +0.7%
HT
654
Headlands Technologies
Illinois
$507K -$677K -6,532 -57%
BIAS
655
Beacon Investment Advisory Services
New Jersey
$505K -$53.9K -520 -10%
CW
656
CreativeOne Wealth
Kansas
$504K +$42.3K +408 +9%
CAM
657
Cidel Asset Management
Ontario, Canada
$503K +$503K +4,848 New
CCA
658
Checchi Capital Advisers
California
$501K +$14.4K +139 +3%
BFG
659
Beacon Financial Group
Texas
$501K -$3.11K -30 -0.6%
ITIM
660
Indiana Trust & Investment Management
Indiana
$499K -$51.3K -495 -9%
MFIM
661
Mesirow Financial Investment Management
Illinois
$499K +$499K +4,808 New
CWA
662
Centennial Wealth Advisory
Michigan
$498K +$44.8K +432 +10%
PSC
663
Portman Square Capital
United Kingdom
$497K +$497K +4,792 New
CIG
664
Cascade Investment Group
Colorado
$496K +$14K +135 +3%
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$495K -$4.56K -44 -0.9%
KWA
666
Kingswood Wealth Advisors
California
$492K +$232K +2,238 +89%
AP
667
Appleton Partners
Massachusetts
$489K
TC
668
TownSquare Capital
Utah
$488K +$199K +1,919 +69%
MCM
669
Mengis Capital Management
Oregon
$485K
AF
670
Affiance Financial
Minnesota
$484K +$726 +7 +0.2%
CIBC Private Wealth Group
671
CIBC Private Wealth Group
Georgia
$483K +$72.3K +697 +18%
PCG
672
Prosperity Consulting Group
Maryland
$481K +$224K +2,163 +87%
RA
673
RFG Advisory
Alabama
$481K -$365K -3,524 -43%
WWM
674
Western Wealth Management
Colorado
$480K -$10.8K -104 -2%
BP
675
Ballentine Partners
Massachusetts
$478K -$167K -1,613 -26%