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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 %
BJL
776
Brighton Jones LLC
Washington
$330K +$69.1K +695 +27%
OWA
777
One Wealth Advisors
California
$329K +$329K +3,307 New
SFM
778
Systematic Financial Management
New Jersey
$328K – – –
ONST
779
Old North State Trust
North Carolina
$326K +$86.8K +871 +36%
AB
780
Atlas Brown
Kentucky
$326K – – –
PFA
781
Pure Financial Advisors
California
$326K +$6.37K +64 +2%
Lido Advisors
782
Lido Advisors
California
$326K +$31.4K +316 +11%
VWA
783
V Wealth Advisors
Kansas
$325K +$29.3K +295 +10%
PI
784
Putnam Investments
Massachusetts
$324K +$324K +3,262 New
BFM
785
Boothbay Fund Management
New York
$324K +$324K +3,255 New
BONH
786
Bank of New Hampshire
New Hampshire
$320K -$5.97K -60 -2%
CI
787
Conning Inc
Connecticut
$319K -$2.19K -22 -0.7%
PFS
788
Physicians Financial Services
North Carolina
$318K – – –
MA
789
Momentum Advisors
New York
$317K -$3.38K -34 -1%
SFI
790
Siemens Fonds Invest
Germany
$316K -$49.4K -497 -14%
PTC
791
Private Trust Company
Ohio
$315K -$19.9K -200 -6%
RBC
792
Romano Brothers & Co
Illinois
$314K +$16.9K +170 +6%
MW
793
Marcum Wealth
Ohio
$313K +$6.56K +66 +2%
TPWA
794
TRUE Private Wealth Advisors
Oregon
$313K +$1.99K +20 +0.6%
LSA
795
Lion Street Advisors
Texas
$311K -$481K -4,368 -61%
NWA
796
Navis Wealth Advisors
New York
$310K +$2.29K +23 +0.7%
AIM
797
Aurora Investment Managers
Florida
$309K +$3.38K +34 +1%
NJBEST
798
New Jersey Better Educational Savings Trust
New Jersey
$308K – – –
WSC
799
Wellington Shields & Co
New York
$308K – – –
DFG
800
Delta Financial Group
New Jersey
$306K +$306K +3,081 New
30 31
32
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