PRU icon

Prudential Financial

1,225 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 385 increasing their positions, 484 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,225
Holders Change
+75
Holders Change %
+6.52%
% of All Funds
17.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
154
Increased
385
Reduced
484
Closed
62
Calls
$698M
Puts
$848M
Net Calls
-$150M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
826
Wedmont Private Capital
Pennsylvania
$273K +$46.1K +441 +20%
ZIMP
827
Zimmermann Investment Management & Planning
Pennsylvania
$272K +$1.14K +11 +0.4%
EP
828
Edgestream Partners
New Jersey
$271K -$192K -1,855 -41%
MIS
829
Morningstar Investment Services
Illinois
$271K +$271K +2,596 New
MFG
830
MidWestOne Financial Group
Iowa
$271K +$27.4K +264 +11%
CAG
831
Csenge Advisory Group
Florida
$271K +$20.7K +200 +8%
VIP
832
Vista Investment Partners
Oklahoma
$270K +$270K +2,601 New
PL
833
Perpetual Ltd
Australia
$270K -$78.6K -758 -23%
RA
834
Rise Advisors
New York
$267K +$28.2K +272 +12%
RCM
835
RB Capital Management
Nevada
$265K -$4.77K -46 -2%
CIA
836
Capital Investment Advisors
Georgia
$265K +$265K +2,554 New
CA
837
Cornerstone Advisory
Maryland
$264K -$12K -116 -4%
LWMG
838
Levy Wealth Management Group
Pennsylvania
$263K +$1.97K +19 +0.8%
CSC
839
Caldwell Sutter Capital
California
$262K +$6.95K +67 +3%
SRC
840
Shufro Rose & Co
New York
$262K
FG
841
Fiduciary Group
Georgia
$262K -$31.1K -300 -11%
CL
842
CSS LLC
Illinois
$259K -$207K -2,000 -44%
HI
843
Humankind Investments
New York
$258K -$10.4K -100 -4%
LGA
844
Lebenthal Global Advisors
New York
$258K +$258K +2,489 New
JSW
845
Journey Strategic Wealth
New Jersey
$256K +$256K +2,468 New
RFA
846
Register Financial Advisors
Georgia
$255K +$44.9K +433 +21%
GSIAS
847
Garden State Investment Advisory Services
New Jersey
$255K +$21.2K +204 +9%
APW
848
Austin Private Wealth
Texas
$254K +$4.15K +40 +2%
CI
849
CX Institutional
Indiana
$254K -$6.01K -58 -2%
PL
850
Plancorp LLC
Missouri
$253K +$7.05K +68 +3%