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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 %
MAM
801
Marquette Asset Management
Minnesota
$15K – – –
CHA
802
Carmichael Hill & Associates
Maryland
$15K – – –
AWM
803
Atticus Wealth Management
Florida
$15K – – –
DSC
804
Duncker Streett & Co
Missouri
$15K +$15K +250 New
Loomis, Sayles & Company
805
Loomis, Sayles & Company
Massachusetts
$14K -$18.3K -308 -57%
PCIA
806
Prime Capital Investment Advisors
Kansas
$14K -$5.33K -86 -28%
CI
807
CX Institutional
Indiana
$14K -$1.15K -19 -8%
CDIA
808
Capital Directions Investment Advisors
Georgia
$14K – – –
FA
809
Financial Advantage
Maryland
$14K – – –
Fidelity International
810
Fidelity International
Bermuda
$13K – – –
EARNEST Partners
811
EARNEST Partners
Georgia
$13K – – –
EWA
812
Evolution Wealth Advisors
Florida
$13K +$9.51K +158 +272%
SFPG
813
Stonebridge Financial Planning Group
Florida
$12K – – –
RWG
814
Regal Wealth Group
California
$12K +$63 +1 +0.5%
TF
815
TimeScale Financial
Massachusetts
$12K +$176 +3 +1%
HF
816
Halpern Financial
Virginia
$11.7K – – –
AP
817
Arlington Partners
Alabama
$11K -$2.8K -47 -20%
SFG
818
Sowa Financial Group
Rhode Island
$11K – – –
WAS
819
Winch Advisory Services
Wisconsin
$11K – – –
CWM
820
Campbell Wealth Management
Virginia
$11K +$11K +179 New
APWM
821
Atlas Private Wealth Management
New York
$10K -$7.41K -120 -43%
TIM
822
Tortoise Investment Management
New York
$10K – – –
DOA
823
D'Orazio & Associates
Virginia
$10K – – –
SIS
824
Sound Income Strategies
Florida
$10K – – –
M
825
MOTCO
Texas
$9K -$8.56K -135 -49%
31 32
33
34 35