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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 %
PTC
751
Private Trust Company
Ohio
$303K +$32.3K +337 +12%
APP
752
Avantax Planning Partners
Iowa
$301K +$11K +115 +4%
Lido Advisors
753
Lido Advisors
California
$300K +$50.2K +525 +20%
GIA
754
Gladstone Institutional Advisory
Florida
$299K -$23.8K -249 -7%
CWM
755
Cornerstone Wealth Management
Missouri
$297K -$16.5K -172 -5%
NJBEST
756
New Jersey Better Educational Savings Trust
New Jersey
$297K – – –
TPWA
757
TRUE Private Wealth Advisors
Oregon
$297K +$1.91K +20 +0.6%
AB
758
Atlas Brown
Kentucky
$296K +$75.6K +791 +34%
VIM
759
VELA Investment Management
Ohio
$296K +$296K +3,098 New
NWA
760
Navis Wealth Advisors
New York
$293K +$2.3K +24 +0.8%
DA
761
Doliver Advisors
Texas
$291K -$383 -4 -0.1%
CWM
762
Chemistry Wealth Management
New York
$291K – – –
AIM
763
Aurora Investment Managers
Florida
$291K +$3.45K +36 +1%
NLP
764
Next Level Private
New York
$291K +$291K +3,042 New
HW
765
Hancock Whitney
Mississippi
$289K +$4.4K +46 +2%
BWM
766
BlackDiamond Wealth Management
New York
$289K +$8.73K +91 +3%
ICM
767
Islay Capital Management
Texas
$288K -$730K -7,639 -72%
RPCONE
768
Retirement Planning Company of New England
Rhode Island
$287K -$4.68K -49 -2%
CWP
769
Concord Wealth Partners
Virginia
$286K +$48.7K +510 +21%
SWA
770
Sax Wealth Advisors
New Jersey
$285K +$35.2K +369 +14%
FPB
771
First PREMIER Bank
South Dakota
$283K – – –
NP
772
NorthRock Partners
Minnesota
$282K -$34.7K -363 -11%
MW
773
Marcum Wealth
Ohio
$282K +$16.1K +168 +6%
VWA
774
V Wealth Advisors
Kansas
$282K +$23.5K +245 +9%
B
775
Bensler
Washington
$281K +$7.94K +83 +3%
29 30
31
32 33