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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 %
HW
851
Hancock Whitney
Mississippi
$248K -$12.3K -124 -5%
MWM
852
Meridian Wealth Management
Kentucky
$248K -$6.27K -63 -2%
3IP
853
3Chopt Investment Partners
Virginia
$246K +$246K +2,475 New
SIM
854
Sentry Investment Management
Wisconsin
$246K -$8.26K -83 -3%
SB
855
Strategic Blueprint
Georgia
$246K +$246K +2,471 New
SMH
856
Sanders Morris Harris
Texas
$245K – – –
Dimensional Fund Advisors
857
Dimensional Fund Advisors
Texas
$245K +$13.5K +135,288 +6%
WPC
858
Wedmont Private Capital
Pennsylvania
$245K +$245K +2,423 New
B
859
Bensler
Washington
$244K -$51.7K -520 -17%
SCM
860
Shelton Capital Management
Colorado
$244K – – –
FA
861
Fountainhead AM
New Jersey
$244K +$2.68K +27 +1%
LWMG
862
Levy Wealth Management Group
Pennsylvania
$244K +$1.79K +18 +0.7%
GWANC
863
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K – – –
CBFP
864
Cedar Brook Financial Partners
Ohio
$243K -$40.9K -411 -14%
CAI
865
Capital Advisors Inc
Oklahoma
$241K +$241K +2,422 New
PSP
866
Principal Street Partners
Tennessee
$240K -$4.87K -49 -2%
FC
867
FORA Capital
Florida
$237K +$237K +2,386 New
YIH
868
Y-Intercept (HK)
Hong Kong
$237K +$237K +2,384 New
FMLI
869
Fukoku Mutual Life Insurance
Japan
$236K – – –
ZIMP
870
Zimmermann Investment Management & Planning
Pennsylvania
$235K +$1.09K +11 +0.5%
SF
871
Symphony Financial
Texas
$235K -$7.69K -76 -3%
ESCM
872
Echo Street Capital Management
New York
$234K -$143K -1,433 -38%
IA
873
Insight Advisors
Pennsylvania
$234K -$2.19K -22 -0.9%
PL
874
Plancorp LLC
Missouri
$233K +$99 +1 +0%
BFC
875
Bedel Financial Consulting
Indiana
$233K +$233K +2,338 New
33 34
35
36 37