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Prudential Financial
PRU

Overview Fund Activity

898 hedge funds and large institutions have $14.2B invested in Prudential Financial in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 318 increasing their positions, 344 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-11
Holders Change %
-1.21%
% of All Funds
18.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
96
Increased
318
Reduced
344
Closed
96
Calls
$225M
Puts
$266M
Net Calls
-$40.9M
Net Calls Change
-$11.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$218M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$118M
3
Charles Schwab
Charles Schwab
California
+$74.3M
4
Morgan Stanley
Morgan Stanley
New York
+$46.3M
5
Two Sigma Investments
Two Sigma Investments
New York
+$41.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$526M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$394M
3
Ameriprise
Ameriprise
Minnesota
-$76.7M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$72M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
751
Joseph P. Lucia & Associates
New York
$32K – – –
CAC
752
Certified Advisory Corp
Florida
$32K +$425 +7 +1%
ZB
753
Zions Bancorporation
Utah
$32K +$23.6K +382 +279%
KFS
754
Kelly Financial Services
Massachusetts
$31.9K +$305 +5 +1%
TCOV
755
Trust Company of Vermont
Vermont
$31K -$7.51K -124 -19%
RWA
756
Ropes Wealth Advisors
Massachusetts
$30K -$5.04K -84 -14%
PWP
757
Principle Wealth Partners
Connecticut
$30K +$30K +485 New
SIAS
758
Shine Investment Advisory Services
Colorado
$29K – – –
TFA
759
Toth Financial Advisory
Virginia
$28K -$480 -8 -2%
FWM
760
Filbrandt Wealth Management
Wisconsin
$28K – – –
HGWM
761
Harvest Group Wealth Management
Massachusetts
$28K +$120 +2 +0.4%
BWM
762
Baystate Wealth Management
Massachusetts
$28K +$25.3K +420 +955%
AWM
763
Apollon Wealth Management
South Carolina
$28K +$28K +466 New
IWP
764
IAG Wealth Partners
Wisconsin
$26K – – –
BAM
765
Bellevue Asset Management
Washington
$26K – – –
ME
766
McIlrath & Eck
Washington
$26K +$21.2K +350 +438%
MA
767
MCF Advisors
Kentucky
$25K – – –
RTC
768
Riverview Trust Company
Washington
$25K +$9.06K +150 +57%
CHC
769
City Holding Co
West Virginia
$24K – – –
GRP
770
Global Retirement Partners
California
$24K +$61 +1 +0.3%
LC
771
Lindbrook Capital
California
$24K +$2.14K +35 +10%
FHA
772
Flagship Harbor Advisors
Massachusetts
$22K -$34.1K -570 -61%
PMFA
773
Plante Moran Financial Advisors
Michigan
$22K -$3.18K -51 -13%
HS
774
Horan Securities
United States
$22K – – –
BAM
775
Barrett Asset Management
New York
$22K – – –
29 30
31
32 33