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Prudential Financial
PRU

Overview Fund Activity

1,143 hedge funds and large institutions have $20.4B invested in Prudential Financial in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 470 increasing their positions, 400 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-69
Holders Change %
-5.69%
% of All Funds
19.33%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
83
Increased
470
Reduced
400
Closed
132
Calls
$393M
Puts
$514M
Net Calls
-$121M
Net Calls Change
+$9.13M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$161M
2
BlackRock
BlackRock
New York
+$125M
3
Invesco
Invesco
Georgia
+$73.4M
4
Charles Schwab
Charles Schwab
California
+$36.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$35.1M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$105M
2
State Street
State Street
Massachusetts
-$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$42.1M
5
CGM
Capital Growth Management
Massachusetts
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
726
Aquatic Capital Management
Illinois
$344K +$229K +2,400 +200%
WP
727
WMS Partners
Maryland
$343K +$478 +5 +0.1%
PPWM
728
Paragon Private Wealth Management
Kentucky
$340K +$18.9K +197 +6%
HTC
729
Haverford Trust Company
Pennsylvania
$339K -$48.1K -503 -12%
KW
730
KWB Wealth
California
$339K +$71.3K +746 +27%
SWA
731
Sutton Wealth Advisors
Florida
$337K +$35.1K +367 +12%
PNAA
732
Pictet North America Advisors
Switzerland
$335K +$335K +3,500 New
NSIM
733
North Star Investment Management
Illinois
$333K – – –
AG
734
AIA Group
Hong Kong
$331K – – –
HC
735
Hamilton Capital
Ohio
$331K +$22.7K +237 +7%
SDWIA
736
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$329K -$25.3K -265 -7%
TTWM
737
TCV Trust & Wealth Management
Virginia
$326K -$4.79K -50 -1%
P
738
Pitcairn
Pennsylvania
$325K -$11.9K -124 -4%
OA
739
Operose Advisors
Wisconsin
$325K – – –
BFS
740
Bradley Foster & Sargent
Connecticut
$321K – – –
SFM
741
Systematic Financial Management
New Jersey
$316K – – –
LSA
742
Lion Street Advisors
Texas
$312K -$10.3K -93 -3%
PFA
743
Pure Financial Advisors
California
$309K +$7.93K +83 +3%
FIBT
744
First International Bank & Trust
North Dakota
$309K +$67.4K +705 +28%
JG
745
Jefferies Group
New York
$306K +$306K +3,200 New
PFS
746
Physicians Financial Services
North Carolina
$306K -$14.3K -150 -4%
MA
747
MJP Associates
Connecticut
$306K +$110K +1,152 +56%
MA
748
Momentum Advisors
New York
$306K +$306K +3,195 New
HI
749
Horizon Investments
North Carolina
$304K -$28.1K -294 -8%
TWM
750
Thrive Wealth Management
Pennsylvania
$303K -$16.4K -171 -5%
28 29
30
31 32