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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 %
FIBT
701
First International Bank & Trust
North Dakota
$360K +$8.03K +91 +2%
RWM
702
Ritholtz Wealth Management
New York
$360K +$360K +4,084 New
SFA
703
Sequoia Financial Advisors
Ohio
$360K -$8.91K -101 -2%
HI
704
Harbour Investments
Wisconsin
$359K -$14.1K -160 -4%
PWM
705
Perigon Wealth Management
California
$357K -$40.5K -459 -10%
GL
706
Graypoint LLC
New York
$357K +$357K +4,046 New
WIM
707
Westside Investment Management
California
$353K
CCP
708
Clough Capital Partners
Massachusetts
$353K
RPCONE
709
Retirement Planning Company of New England
Rhode Island
$348K +$10.4K +118 +3%
WC
710
Westhampton Capital
North Carolina
$348K
CPC
711
Consolidated Planning Corp
Georgia
$348K +$348K +3,941 New
PBO
712
Peoples Bank (Ohio)
Ohio
$347K
MMHP
713
Murphy Middleton Hinkle & Parker
Georgia
$346K -$8.38K -95 -2%
NB
714
Northwest Bancshares
Pennsylvania
$343K +$10.5K +119 +3%
RMDI
715
R.M. Davis Inc
Maine
$340K +$1.77K +20 +0.5%
PTC
716
Private Trust Company
Ohio
$339K +$59.9K +679 +21%
AAS
717
Annex Advisory Services
Wisconsin
$339K +$339K +3,843 New
IA
718
IFP Advisors
Florida
$338K -$157K -1,777 -32%
WWM
719
Western Wealth Management
Colorado
$335K -$21.7K -246 -6%
CWM
720
Cornerstone Wealth Management
Missouri
$334K -$3.09K -35 -0.9%
AF
721
Allworth Financial
California
$332K +$13.3K +151 +4%
JF
722
Joule Financial
Kentucky
$330K +$35.3K +400 +12%
SB
723
Strategic Blueprint
Georgia
$317K +$23.5K +266 +8%
CIC
724
Chase Investment Counsel
Virginia
$312K
TA
725
TrueWealth Advisors
Alabama
$312K -$26.2K -297 -8%