PRU icon

Prudential Financial
PRU

Overview Fund Activity

1,215 hedge funds and large institutions have $21.7B invested in Prudential Financial in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 423 increasing their positions, 406 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+98
Holders Change %
+8.77%
% of All Funds
19.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
182
Increased
423
Reduced
406
Closed
63
Calls
$462M
Puts
$624M
Net Calls
-$162M
Net Calls Change
+$5.17M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$163M
2
Charles Schwab
Charles Schwab
California
+$69.7M
3
Amundi
Amundi
France
+$42.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.1M
5
Barclays
Barclays
United Kingdom
+$38.6M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$169M
2
LSV Asset Management
LSV Asset Management
Illinois
-$113M
3
Invesco
Invesco
Georgia
-$93.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.6M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
676
Paragon Private Wealth Management
Kentucky
$473K +$43.2K +434 +10%
SWA
677
Sutton Wealth Advisors
Florida
$472K +$29.6K +298 +7%
HCP
678
Hexagon Capital Partners
Arkansas
$472K +$20.2K +203 +4%
BCP
679
Berkeley Capital Partners
Georgia
$471K +$18.9K +190 +4%
FWM
680
Forza Wealth Management
Florida
$471K +$471K +4,738 New
FWP
681
FAS Wealth Partners
Kansas
$471K +$5.27K +53 +1%
NP
682
NorthRock Partners
Minnesota
$470K +$51.3K +516 +12%
FCBT
683
First Citizens Bank & Trust
North Carolina
$469K +$65.9K +663 +16%
AF
684
Affiance Financial
Minnesota
$461K -$57.7K -580 -11%
AIP
685
Ameritas Investment Partners
Nebraska
$460K -$15K -150 -3%
CI
686
Cigna Investments
Connecticut
$458K – – –
AP
687
Appleton Partners
Massachusetts
$457K -$11.2K -112 -2%
HWM
688
HB Wealth Management
Georgia
$450K +$81.1K +815 +22%
GVAG
689
Great Valley Advisor Group
Delaware
$450K -$3.48K -35 -0.8%
BIAS
690
Beacon Investment Advisory Services
New Jersey
$450K -$1.99K -20 -0.4%
SG
691
Stonnington Group
California
$449K +$298 +3 +0.1%
PA
692
Profund Advisors
Maryland
$449K +$49.6K +499 +12%
PFP
693
Pinnacle Financial Partners
Tennessee
$446K -$23.3K -234 -5%
BCI
694
Brinker Capital Investments
Pennsylvania
$445K -$1.79K -18 -0.4%
PCIA
695
Prime Capital Investment Advisors
Kansas
$443K +$443K +4,458 New
CA
696
Clearstead Advisors
Ohio
$441K -$12.7K -128 -3%
NHT
697
New Hampshire Trust
New Hampshire
$437K +$437K +4,393 New
TSS
698
Two Sigma Securities
New York
$434K +$80.1K +805 +23%
MCCA
699
Mill Creek Capital Advisors
Pennsylvania
$433K +$433K +4,351 New
SN
700
Sittner & Nelson
Oregon
$429K +$298 +3 +0.1%
26 27
28
29 30