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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 %
CWM
801
Chemistry Wealth Management
New York
$303K – – –
JF
802
Joule Financial
Kentucky
$298K +$49.2K +495 +20%
SWA
803
Sax Wealth Advisors
New Jersey
$297K +$298 +3 +0.1%
DA
804
Doliver Advisors
Texas
$295K -$7.46K -75 -2%
TTWM
805
TCV Trust & Wealth Management
Virginia
$295K -$44.8K -450 -13%
FPB
806
First PREMIER Bank
South Dakota
$294K – – –
P
807
Pitcairn
Pennsylvania
$293K -$12.5K -126 -4%
VCP
808
Verus Capital Partners
Arizona
$292K +$5.57K +56 +2%
AR
809
Advisory Research
Illinois
$291K – – –
MFG
810
Magnus Financial Group
New York
$291K +$3.08K +31 +1%
ACM
811
Advance Capital Management
Michigan
$290K +$290K +2,913 New
CIG
812
Cascade Investment Group
Colorado
$287K +$287K +2,884 New
HWM
813
Hohimer Wealth Management
Washington
$285K – – –
MWM
814
Modera Wealth Management
New Jersey
$285K +$285K +2,863 New
PA
815
PFG Advisors
Arizona
$284K +$284K +2,860 New
PG
816
Pendal Group
Australia
$283K +$283K +2,841 New
ACA
817
Atlas Capital Advisors
Wyoming
$280K +$89.3K +898 +47%
TNB
818
Thomasville National Bank
Georgia
$280K – – –
NL
819
NWAM LLC
Washington
$280K +$280K +2,814 New
SRC
820
Shufro Rose & Co
New York
$278K – – –
WTC
821
WhitTier Trust Company
Nevada
$274K -$2.49K -25 -0.9%
AFG
822
Allegheny Financial Group
Pennsylvania
$274K +$995 +10 +0.4%
VT
823
Vise Technologies
New York
$273K +$273K +2,747 New
AWM
824
Avior Wealth Management
Nebraska
$273K +$87.1K +876 +47%
AWA
825
AmeriServ Wealth Advisors
Pennsylvania
$272K -$10.9K -110 -4%
31 32
33
34 35