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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 %
MMHP
726
Murphy Middleton Hinkle & Parker
Georgia
$398K – – –
CCP
727
Clough Capital Partners
Massachusetts
$398K +$398K +4,000 New
JSL
728
JT Stratford LLC
Georgia
$396K +$39.8K +400 +11%
TA
729
TrueWealth Advisors
Alabama
$393K -$2.69K -27 -0.7%
CPWA
730
Cerro Pacific Wealth Advisors
California
$392K -$66.7K -671 -15%
WC
731
Westhampton Capital
North Carolina
$392K – – –
AWM
732
Accurate Wealth Management
Florida
$391K -$10.8K -109 -3%
IG
733
ING Group
Netherlands
$389K +$389K +3,915 New
SPA
734
Sherbrooke Park Advisers
New York
$388K +$388K +3,900 New
HI
735
Harbour Investments
Wisconsin
$388K +$172K +1,726 +79%
BA
736
Bridgewater Associates
Connecticut
$387K +$387K +3,890 New
ACA
737
Aptus Capital Advisors
Alabama
$386K +$298 +3 +0.1%
VF
738
Vest Financial
Virginia
$386K +$386K +3,876 New
OA
739
Operose Advisors
Wisconsin
$385K +$47K +473 +14%
VCA
740
Verdence Capital Advisors
Maryland
$385K -$43.2K -434 -10%
GRP
741
Global Retirement Partners
California
$384K -$54K -543 -12%
ATC
742
Adirondack Trust Company
New York
$382K -$5.97K -60 -2%
RMDI
743
R.M. Davis Inc
Maine
$381K +$4.97K +50 +1%
RCA
744
Ranch Capital Advisors
Florida
$380K – – –
PBO
745
Peoples Bank (Ohio)
Ohio
$378K – – –
TWM
746
Thrive Wealth Management
Pennsylvania
$377K +$13.5K +136 +4%
NB
747
Northwest Bancshares
Pennsylvania
$376K -$14.2K -143 -4%
WWM
748
Western Wealth Management
Colorado
$375K -$342K -3,443 -48%
VFA
749
Valeo Financial Advisors
Indiana
$364K +$104K +1,048 +40%
HI
750
Hudock Inc
Pennsylvania
$363K -$66.8K -672 -16%
28 29
30
31 32